CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

18 hedge funds and large institutions have $6.52M invested in Cross Timbers Royalty Trust in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$551K
2
BA
2
Bivin & Associates
Oklahoma
$5K
3
MAA
3
Mraz Amerine & Associates
California
$1.17M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$292K
2
EFS
2
Essex Financial Services
Connecticut
$0
3
AWA
3
Arkadios Wealth Advisors
Georgia
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$194K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$3.08M 265,822 – –
MAA
2
Mraz Amerine & Associates
California
$1.17M 102,207 +103 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$974K 85,000 – –
Morgan Stanley
4
Morgan Stanley
New York
$551K 48,062 +40,640 +548%
Wells Fargo
5
Wells Fargo
California
$292K 25,503 -43,698 -63%
Osaic Holdings
6
Osaic Holdings
Arizona
$194K 16,857 -757 -4%
UBS Group
7
UBS Group
Switzerland
$141K 12,287 – –
Bank of America
8
Bank of America
North Carolina
$47K 4,114 -100 -2%
SWM
9
Spire Wealth Management
Virginia
$22K 1,922 – –
HI
10
Harbour Investments
Wisconsin
$14K 1,200 – –
GWM
11
Geneos Wealth Management
Colorado
$12K 1,068 – –
CFB
12
Cullen/Frost Bankers
Texas
$11K 1,002 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$10K 900 – –
HCP
14
Hexagon Capital Partners
Arkansas
$6K 500 – –
BA
15
Bivin & Associates
Oklahoma
$5K 400 +400 New
S
16
SignatureFD
Georgia
$1K 100 – –
EFS
17
Essex Financial Services
Connecticut
– – -22,201 Closed
AWA
18
Arkadios Wealth Advisors
Georgia
– – -1,000 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – -558 Closed
TRCT
20
Tower Research Capital (TRC)
New York
– – -200 Closed
PA
21
PSI Advisors
Florida
– – -130 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
KCM
23
KRS Capital Management
Michigan
$0 23 +23 New
WFS
24
Widmann Financial Services
Maryland
$0 25 +25 New