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 14 institutions that hold shares in the stock, with a total of 307,804 shares, which have been reported (via 13F filing form) to have a value of $1.72 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
254,537
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,959
shares
|
$99,672
0.0% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
16,370
shares
|
$90,853
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
12,347
shares
|
$68,525
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,766
shares
|
$15,351
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$8,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,300
shares
|
$7,215
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
467
shares
|
$2,591
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
331
shares
|
$1,837
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
100
shares
|
$555
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
70
shares
|
$388
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
56
shares
|
$310
0.0% of portfolio
|
Q2 2025
Reduced 72.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|