CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

19 hedge funds and large institutions have $8.43M invested in Cross Timbers Royalty Trust in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$780K
2
WA
2
Waddell & Associates
Tennessee
$147K
3
LPL Financial
3
LPL Financial
California
$141K
4
Bank of America
4
Bank of America
North Carolina
$83K
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$17K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47K
2
CFB
2
Cullen/Frost Bankers
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$3.5M 265,822 – –
MAA
2
Mraz Amerine & Associates
California
$1.34M 102,429 +222 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.11M 85,000 – –
NA
4
NewEdge Advisors
Louisiana
$780K 59,487 +59,487 New
Osaic Holdings
5
Osaic Holdings
Arizona
$673K 17,262 +405 +2%
Wells Fargo
6
Wells Fargo
California
$341K 26,003 +500 +2%
UBS Group
7
UBS Group
Switzerland
$176K 13,425 +1,138 +9%
WA
8
Waddell & Associates
Tennessee
$147K 11,190 +11,190 New
LPL Financial
9
LPL Financial
California
$141K 10,759 +10,759 New
Bank of America
10
Bank of America
North Carolina
$83K 6,374 +2,260 +55%
Morgan Stanley
11
Morgan Stanley
New York
$47K 3,647 -44,415 -92%
SWM
12
Spire Wealth Management
Virginia
$25K 1,922 – –
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$17K 1,300 +1,300 New
GWM
14
Geneos Wealth Management
Colorado
$14K 1,068 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$12K 900 – –
HCP
16
Hexagon Capital Partners
Arkansas
$7K 500 – –
BA
17
Bivin & Associates
Oklahoma
$5K 400 – –
S
18
SignatureFD
Georgia
$2K 140 +40 +40%
TRCT
19
Tower Research Capital (TRC)
New York
$1K 100 +100 New
CFB
20
Cullen/Frost Bankers
Texas
– – -1,002 Closed
WFS
21
Widmann Financial Services
Maryland
– – -25 Closed
KCM
22
KRS Capital Management
Michigan
– – -23 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –