Raymond James Financial
MTR

Raymond James Financial’s Mesa Royalty Trust MTR Stock Holding History

Raymond James Financial’s Portfolio MTR Stock Details MTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-467
Closed -$2.56K – 6060
2025
Q2 		$2.56K Buy
+467
New +$2.5K ﹤0.01% 6350

Other funds holding MTR

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial's MTR Position: Q3 2025 in Review

Raymond James Financial sold out of Mesa Royalty Trust (MTR) in Q3 2025, closing a stake of 467 shares — an estimated $2.56K sold.

Raymond James Financial first reported a position in MTR in Q2 2025 and held it in 1 quarter. The position peaked at $2.56K in Q2 2025. 10 funds tracked by Wall St. Rank hold MTR as of Q3 2025.

  • Raymond James Financial reported no remaining Mesa Royalty Trust position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 467 Mesa Royalty Trust shares in Q3 2025, an estimated $2.56K.
  • Raymond James Financial first reported a position in Mesa Royalty Trust in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Mesa Royalty Trust position peaked at $2.56K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Mesa Royalty Trust as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.