CRT

Cross Timbers Royalty Trust

25 hedge funds and large institutions have $12.3M invested in Cross Timbers Royalty Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.85M 265,822
MAA
2
Mraz Amerine & Associates
California
$2.01M 91,360 -1,000 -1%
BPA
3
Beacon Pointe Advisors
California
$1.57M 71,300 +71,300 New
NA
4
NewEdge Advisors
Louisiana
$558K 25,353 -18,563 -42%
Citadel Advisors
5
Citadel Advisors
Florida
$529K 24,020 -2,643 -10%
LPL Financial
6
LPL Financial
California
$452K 20,501 +461 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$373K 17,121 -358 -2%
WA
8
Waddell & Associates
Tennessee
$281K 12,785 +348 +3%
UBS Group
9
UBS Group
Switzerland
$247K 11,224 -813 -7%
Bank of America
10
Bank of America
North Carolina
$118K 5,369 -292 -5%
US Bancorp
11
US Bancorp
Minnesota
$106K 4,800 +1,000 +26%
PTC
12
Private Trust Company
Ohio
$59.1K 2,683
Morgan Stanley
13
Morgan Stanley
New York
$25.4K 1,153 +998 +644%
CCM
14
Chilton Capital Management
Texas
$22K 1,000
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$13.9K 630 +630 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12K 569 +85 +18%
HCP
17
Hexagon Capital Partners
Arkansas
$11K 500
FBC
18
Fairfield, Bush & Co
Connecticut
$10.2K 464 +464 New
S
19
SignatureFD
Georgia
$4.96K 225 +50 +29%
SPIA
20
Steward Partners Investment Advisory
New York
$3.11K 141
TRCT
21
Tower Research Capital (TRC)
New York
$969 44
SIS
22
Sound Income Strategies
Florida
$969 44 +44 New
Wells Fargo
23
Wells Fargo
California
$559 25 +10 +67%
APC
24
Aspire Private Capital
North Carolina
$132 6
GRP
25
Global Retirement Partners
California
$22 1