Purchases and Sales Made in Q1 2025 in Mesa Royalty Trust (MTR)
This table provides information about the institutional ownership of Mesa Royalty Trust (MTR) during Q1 2025. The information is specifically focused on institutions that hold shares of MESA ROYALTY TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
16.4KNew |
$98.5K - $119K
|
16.4K
$91.7K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.96K+ 46.6% |
$29.9K - $36.1K
|
15.6K
$87.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.42K+ 18.1% |
$20.6K - $24.9K
|
22.3K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
35New |
$211 - $254
|
35
$196
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$6.02 - $7.27
|
1
$5.6
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-201- 50.0% |
$1.21K - $1.46K
|
201
$1.13K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-922- 23.87% |
$5.55K - $6.7K
|
2.94K
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 1.52% |
$24.1K - $29.1K
|
260K
$1.46M
|