CRT

Cross Timbers Royalty Trust
CRT

Overview Fund Activity

24 hedge funds and large institutions have $10.8M invested in Cross Timbers Royalty Trust in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$555K
2
Morgan Stanley
2
Morgan Stanley
New York
$41.3K
3
UBS Group
3
UBS Group
Switzerland
$229K
4
NA
4
NewEdge Advisors
Louisiana
$502K
5
WA
5
Waddell & Associates
Tennessee
$253K

Top Sellers

1
MAA
1
Mraz Amerine & Associates
California
$1.69M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$296K
3
FBC
3
Fairfield, Bush & Co
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$5.17M 265,822 – –
MAA
2
Mraz Amerine & Associates
California
$1.69M 86,637 -4,723 -5%
BPA
3
Beacon Pointe Advisors
California
$1.39M 71,300 – –
Citadel Advisors
4
Citadel Advisors
Florida
$555K 28,468 +4,448 +19%
NA
5
NewEdge Advisors
Louisiana
$502K 25,796 +443 +2%
LPL Financial
6
LPL Financial
California
$399K 20,493 -8 -0%
Osaic Holdings
7
Osaic Holdings
Arizona
$296K 15,186 -1,935 -11%
WA
8
Waddell & Associates
Tennessee
$253K 13,026 +241 +2%
UBS Group
9
UBS Group
Switzerland
$229K 11,765 +541 +5%
Bank of America
10
Bank of America
North Carolina
$107K 5,475 +106 +2%
US Bancorp
11
US Bancorp
Minnesota
$93.5K 4,800 – –
PTC
12
Private Trust Company
Ohio
$52.3K 2,683 – –
Morgan Stanley
13
Morgan Stanley
New York
$41.3K 2,120 +967 +84%
CCM
14
Chilton Capital Management
Texas
$19.5K 1,000 – –
RhumbLine Advisers
15
RhumbLine Advisers
Massachusetts
$12.3K 630 – –
HCP
16
Hexagon Capital Partners
Arkansas
$9.73K 500 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K 469 -100 -18%
S
18
SignatureFD
Georgia
$4.38K 225 – –
SPIA
19
Steward Partners Investment Advisory
New York
$2.75K 141 – –
SIS
20
Sound Income Strategies
Florida
$856 44 – –
Wells Fargo
21
Wells Fargo
California
$505 26 +1 +4%
APC
22
Aspire Private Capital
North Carolina
$116 6 – –
GI
23
Gradient Investments
Minnesota
$39 2 +2 New
GRP
24
Global Retirement Partners
California
$18 1 – –
FBC
25
Fairfield, Bush & Co
Connecticut
– – -464 Closed
1
2