Purchases and Sales Made in Q4 2023 in Mesa Royalty Trust (MTR)
This table provides information about the institutional ownership of Mesa Royalty Trust (MTR) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
42.1KNew |
$487K - $786K
|
42.1K
$299K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 285.84% |
$176K - $285K
|
20.6K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.4K+ 83.93% |
$109K - $175K
|
20.6K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.78K+ 18.9% |
$32.1K - $51.8K
|
17.5K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
101+ 0.31% |
$1.17K - $1.89K
|
32.8K
$233K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$1.16K - $1.87K
|
100
$710
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$1.16K - $1.87K
|
100
$710
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
24+ 0.75% |
$277 - $448
|
3.22K
$22.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-218- 0.21% |
$2.52K - $4.07K
|
105K
$743K
|