CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

28 hedge funds and large institutions have $15.5M invested in Cross Timbers Royalty Trust in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFS
1
Essex Financial Services
Connecticut
$1.26M
2
Morgan Stanley
2
Morgan Stanley
New York
$517K
3
BPA
3
Beacon Pointe Advisors
California
$254K
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$160K
5
Citadel Advisors
5
Citadel Advisors
Florida
$363K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$343K
2
Wells Fargo
2
Wells Fargo
California
$25
3
Osaic Holdings
3
Osaic Holdings
Arizona
$444K
4
UBS Group
4
UBS Group
Switzerland
$293K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$6.76M 265,822 – –
MAA
2
Mraz Amerine & Associates
California
$2.59M 102,039 -500 -0.5%
NA
3
NewEdge Advisors
Louisiana
$1.36M 53,366 -242 -0.5%
EFS
4
Essex Financial Services
Connecticut
$1.26M 49,672 +49,672 New
Morgan Stanley
5
Morgan Stanley
New York
$517K 20,327 +18,112 +818%
LPL Financial
6
LPL Financial
California
$454K 17,853 +2,403 +16%
Osaic Holdings
7
Osaic Holdings
Arizona
$444K 17,443 -852 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$363K 14,286 +3,078 +27%
Ameriprise
9
Ameriprise
Minnesota
$343K 13,468 -1,669 -11%
WA
10
Waddell & Associates
Tennessee
$309K 12,146 +271 +2%
UBS Group
11
UBS Group
Switzerland
$293K 11,532 -755 -6%
BPA
12
Beacon Pointe Advisors
California
$254K 10,000 +10,000 New
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$160K 6,280 +5,380 +598%
Bank of America
14
Bank of America
North Carolina
$144K 5,653 +4 +0.1%
PTC
15
Private Trust Company
Ohio
$68K 2,683 +425 +19%
DWA
16
Dorsey Wright & Associates
California
$34.3K 1,347 +1,347 New
HI
17
Harbour Investments
Wisconsin
$30.5K 1,200 – –
US Bancorp
18
US Bancorp
Minnesota
$21.6K 850 +850 New
HCP
19
Hexagon Capital Partners
Arkansas
$12.7K 500 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$12K 469 +230 +96%
ASN
21
Advisory Services Network
Georgia
$11.8K 463 +463 New
S
22
SignatureFD
Georgia
$4.45K 175 +25 +17%
SPIA
23
Steward Partners Investment Advisory
New York
$3.59K 141 – –
GRP
24
Global Retirement Partners
California
$1.15K 45 – –
TRCT
25
Tower Research Capital (TRC)
New York
$1K 44 -34 -44%
1
2