LPL Financial
CRT

LPL Financial’s Cross Timbers Royalty Trust CRT Stock Holding History

LPL Financial’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,024
Closed -$109K – 5843
2025
Q2 		$109K Sell
11,024
-20
-0.2% -$204 ﹤0.01% 5250
2025
Q1 		$145K Sell
11,044
-4,058
-27% -$43.8K ﹤0.01% 4950
2024
Q4 		$150K Buy
15,102
+736
+5% +$7.62K ﹤0.01% 4894
2024
Q3 		$152K Sell
14,366
-4,405
-23% -$43.7K ﹤0.01% 4804
2024
Q2 		$203K Buy
18,771
+406
+2% +$5.39K ﹤0.01% 4564
2024
Q1 		$239K Sell
18,365
-2,359
-11% -$39.7K ﹤0.01% 4365
2023
Q4 		$364K Buy
20,724
+231
+1% +$4.31K ﹤0.01% 3934
2023
Q3 		$399K Sell
20,493
-8
-0% -$165 ﹤0.01% 3663
2023
Q2 		$452K Buy
20,501
+461
+2% +$9.9K ﹤0.01% 3526
2023
Q1 		$375K Buy
20,040
+2,187
+12% +$48.5K ﹤0.01% 3571
2022
Q4 		$454K Buy
17,853
+2,403
+16% +$53.9K ﹤0.01% 3337
2022
Q3 		$298K Buy
15,450
+2,440
+19% +$46.3K ﹤0.01% 3601
2022
Q2 		$197K Buy
13,010
+2,251
+21% +$36.9K ﹤0.01% 3957
2022
Q1 		$141K Buy
+10,759
New +$153K ﹤0.01% 3911
2018
Q4 		– Sell
-10,905
Closed -$161K – 3107
2018
Q3 		$161K Hold
10,905
– – ﹤0.01% 3050
2018
Q2 		$158K Buy
+10,905
New +$151K ﹤0.01% 3038

Other funds holding CRT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's CRT Position: Q3 2025 in Review

LPL Financial sold out of Cross Timbers Royalty Trust (CRT) in Q3 2025, closing a stake of 11,024 shares — an estimated $109K sold.

LPL Financial first reported a position in CRT in Q2 2018 and held it in 16 quarters. The position peaked at $454K in Q4 2022. 15 funds tracked by Wall St. Rank hold CRT as of Q3 2025.

  • LPL Financial reported no remaining Cross Timbers Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 11,024 Cross Timbers Royalty Trust shares in Q3 2025, an estimated $109K.
  • LPL Financial first reported a position in Cross Timbers Royalty Trust in Q2 2018 and held it in 16 quarters.
  • LPL Financial's Cross Timbers Royalty Trust position peaked at $454K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.