Purchases and Sales Made in Q3 2021 in Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT) during Q3 2021. The information is specifically focused on institutions that hold shares of CROSS TIMBERS ROYALTY TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 87.96% |
$343K - $489K
|
69.2K
$647K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.42KNew |
$78.5K - $112K
|
7.42K
$69.4K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.23K+ 23.55% |
$44.8K - $63.9K
|
22.2K
$208K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1KNew |
$10.6K - $15.1K
|
1K
$9.35K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
900New |
$9.52K - $13.6K
|
900
$8.42K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
558New |
$5.9K - $8.43K
|
558
$5.22K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$2.12K - $3.02K
|
200
$1.87K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
130New |
$1.38K - $1.96K
|
130
$1.22K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.06K - $1.51K
|
100
$935
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-184- 4.18% |
$1.95K - $2.78K
|
4.21K
$39.4K
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-262Closed |
$2.77K - $3.96K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-379- 0.37% |
$4.01K - $5.72K
|
102K
$955K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-463Closed |
$4.9K - $6.99K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-504- 2.78% |
$5.33K - $7.61K
|
17.6K
$165K
|
|
Nov 15, 2021
Q3 2021
|
Credit Agricole S A
|
SELL
|
- |
-1KClosed |
$10.6K - $15.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3KClosed |
$31.7K - $45.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-13.4KClosed |
$142K - $202K
|
0
$0
|