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 173,167 shares, which have been reported (via 13F filing form) to have a value of $988,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
99,327
shares
|
$631,719
0.0% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
31,655
shares
|
$201,325
0.05% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
11,918
shares
|
$75,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
10,446
shares
|
$66,436
0.02% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
5,771
shares
|
$36,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
5,339
shares
|
$33,956
0.0% of portfolio
|
Q1 2024
Reduced 14.07%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,313
shares
|
$27,430
0.0% of portfolio
|
Q2 2024
Added 28.82%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 16, 2024 Q2 2024 |
2,000
shares
|
$12,720
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,300
shares
|
$8,268
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
667
shares
|
$4,242
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
331
shares
|
$2,105
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
100
shares
|
$636
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|