Purchases and Sales Made in Q4 2023 in Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
49.5KNew |
$869K - $1.01M
|
49.5K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20.6KNew |
$362K - $420K
|
20.6K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 715.24% |
$266K - $309K
|
17.3K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.34K+ 10.32% |
$23.6K - $27.4K
|
14.4K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
744+ 2861.54% |
$13.1K - $15.2K
|
770
$7.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
642+ 5.46% |
$11.3K - $13.1K
|
12.4K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
313New |
$5.5K - $6.38K
|
313
$3.18K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
300New |
$5.27K - $6.11K
|
300
$3.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
235New |
$4.13K - $4.79K
|
235
$2.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231+ 1.13% |
$4.06K - $4.71K
|
20.7K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.51K - $4.07K
|
200
$2.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-200- 88.89% |
$3.51K - $4.07K
|
25
$254
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-687- 12.8% |
$12.1K - $14K
|
4.68K
$47.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-760- 5.0% |
$13.3K - $15.5K
|
14.4K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-800- 16.67% |
$14K - $16.3K
|
4K
$40.6K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.64K- 6.34% |
$28.7K - $33.3K
|
24.2K
$245K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 51.97% |
$328K - $381K
|
17.3K
$175K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-28.6K- 33.01% |
$502K - $583K
|
58K
$589K
|