Institutional Ownership Mesa Royalty Trust (MTR)
This table provides information about the institutional ownership of Mesa Royalty Trust (MTR). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 333,100 shares, which have been reported (via 13F filing form) to have a value of $1.75 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
259,823
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,335
shares
|
$117,482
0.0% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
16,370
shares
|
$86,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,617
shares
|
$82,145
0.0% of portfolio
|
Q1 2025
Added 46.6%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
10,046
shares
|
$52,841
0.01% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,941
shares
|
$15,469
0.0% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,300
shares
|
$6,838
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
331
shares
|
$1,741
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
201
shares
|
$1,057
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
100
shares
|
$526
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
35
shares
|
$184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|