CRT

Cross Timbers Royalty Trust

27 hedge funds and large institutions have $9.7M invested in Cross Timbers Royalty Trust in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.94M 265,822
MAA
2
Mraz Amerine & Associates
California
$1.72M 92,360 -9,679 -9%
NA
3
NewEdge Advisors
Louisiana
$816K 43,916 -9,450 -18%
Citadel Advisors
4
Citadel Advisors
Florida
$499K 26,663 +12,377 +87%
LPL Financial
5
LPL Financial
California
$375K 20,040 +2,187 +12%
Osaic Holdings
6
Osaic Holdings
Arizona
$327K 17,479 +36 +0.2%
WA
7
Waddell & Associates
Tennessee
$231K 12,437 +291 +2%
UBS Group
8
UBS Group
Switzerland
$225K 12,037 +505 +4%
EFS
9
Essex Financial Services
Connecticut
$204K 10,903 -38,769 -78%
Bank of America
10
Bank of America
North Carolina
$106K 5,661 +8 +0.1%
US Bancorp
11
US Bancorp
Minnesota
$71.1K 3,800 +2,950 +347%
PTC
12
Private Trust Company
Ohio
$50.2K 2,683
LTI
13
Laffer Tengler Investments
Tennessee
$47.1K 2,521 +2,521 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$23.6K 1,261 +1,261 New
HI
15
Harbour Investments
Wisconsin
$22.4K 1,200
CCM
16
Chilton Capital Management
Texas
$18.6K 1,000 +1,000 New
HCP
17
Hexagon Capital Partners
Arkansas
$9.29K 500
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9K 484 +15 +3%
ASN
19
Advisory Services Network
Georgia
$5.85K 313 -150 -32%
S
20
SignatureFD
Georgia
$3.27K 175
Morgan Stanley
21
Morgan Stanley
New York
$2.9K 155 -20,172 -99%
SPIA
22
Steward Partners Investment Advisory
New York
$2.64K 141
TRCT
23
Tower Research Capital (TRC)
New York
$1K 44
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$449 24
Wells Fargo
25
Wells Fargo
California
$299 15 +14 +1,400%