Latest Institutional Transactions on Mesa Royalty Trust (MTR)
This table provides information on the latest institutional transactions involving Mesa Royalty Trust (MTR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.54K- 66.29% |
$20.1K - $31K
|
1.8K
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-746- 17.3% |
$4.24K - $6.53K
|
3.57K
$26K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.7K+ 47.84% |
$32.4K - $49.9K
|
17.6K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.3K+ 74.42% |
$24.4K - $37.6K
|
10.1K
$73.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-98.5K- 99.21% |
$560K - $862K
|
787
$5.75K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
309New |
$1.76K - $2.7K
|
309
$2.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-400- 3.83% |
$2.27K - $3.5K
|
10K
$73.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-19- 0.06% |
$150 - $221
|
31.7K
$231K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
667New |
$5.94K - $9.14K
|
667
$4.87K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$1.16K - $1.87K
|
100
$730
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$1.16K - $1.87K
|
100
$730
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.78K+ 18.9% |
$32.1K - $51.8K
|
17.5K
$127K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
42.1KNew |
$487K - $786K
|
42.1K
$307K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100New |
$1.39K - $2.45K
|
100
$730
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.3KNew |
$18K - $31.8K
|
1.3K
$9.49K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30- 30.0% |
$500 - $882
|
70
$511
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
9.5KNew |
$158K - $279K
|
9.5K
$69.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.03KNew |
$17.1K - $30.3K
|
1.03K
$7.51K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
263New |
$4.38K - $7.73K
|
263
$1.92K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-595Closed |
$8.1K - $12.6K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 1.49% |
$40.9 - $63.5
|
204
$1.49K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
331New |
$4.51K - $7.01K
|
331
$2.42K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.07K- 15.52% |
$41.9K - $65.1K
|
16.7K
$122K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$29K - $50.9K
|
2.08K
$15.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$1.4K - $2.45K
|
100
$730
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
90New |
$1.26K - $2.21K
|
90
$657
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-23KClosed |
$127K - $157K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2KNew |
$8.34K - $12.9K
|
2K
$14.6K
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4KNew |
$16.5K - $25.2K
|
4K
$29.2K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25New |
$103 - $157
|
25
$183
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-500Closed |
$2.07K - $3.15K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-533Closed |
$2.09K - $4.38K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66Closed |
$259 - $543
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5KClosed |
$5.88K - $12.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-394Closed |
$2.51K - $3.31K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-750Closed |
$4.79K - $6.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3KClosed |
$20K - $35.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-1KClosed |
$11.4K - $13.2K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$1.14K - $1.32K
|
100
$730
|
|
| Q1 2018 | |||||||
|
May 17, 2018
Q1 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.05KClosed |
$45.3K - $59.6K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 01, 2018
Q4 2017
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-799Closed |
$11.6K - $14.7K
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
SELL
|
- |
-400Closed |
$5.8K - $7.38K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Sep 07, 2021
Q2 2017
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-146Closed |
N/A
|
0
$0
|
|