CRT

Cross Timbers Royalty Trust

27 hedge funds and large institutions have $10.5M invested in Cross Timbers Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$4.65M 265,822
BPA
2
Beacon Pointe Advisors
California
$1.25M 71,300
MAA
3
Mraz Amerine & Associates
California
$1.02M 58,041 -28,596 -33%
SWP
4
Significant Wealth Partners
Illinois
$866K 49,481 +49,481 New
Morgan Stanley
5
Morgan Stanley
New York
$607K 34,566 +32,446 +1,530%
NA
6
NewEdge Advisors
Louisiana
$431K 24,160 -1,636 -6%
LPL Financial
7
LPL Financial
California
$364K 20,724 +231 +1%
NA
8
Navellier & Associates
Nevada
$362K 20,622 +20,622 New
Osaic Holdings
9
Osaic Holdings
Arizona
$253K 14,426 -760 -5%
WA
10
Waddell & Associates
Tennessee
$251K 14,370 +1,344 +10%
UBS Group
11
UBS Group
Switzerland
$218K 12,407 +642 +5%
Bank of America
12
Bank of America
North Carolina
$82.2K 4,682 -793 -14%
US Bancorp
13
US Bancorp
Minnesota
$70.3K 4,000 -800 -17%
PTC
14
Private Trust Company
Ohio
$47.1K 2,683
CCM
15
Chilton Capital Management
Texas
$17.5K 1,000
Wells Fargo
16
Wells Fargo
California
$13.5K 770 +744 +2,862%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$11.1K 630
HCP
18
Hexagon Capital Partners
Arkansas
$8.75K 500
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8K 469
ASN
20
Advisory Services Network
Georgia
$5.5K 313 +313 New
TAM
21
Tucker Asset Management
Colorado
$5.25K 300 +300 New
TRCT
22
Tower Research Capital (TRC)
New York
$4.13K 235 +235 New
ADL
23
Asset Dedication LLC
California
$4K 200 +200 New
SPIA
24
Steward Partners Investment Advisory
New York
$2.48K 141
S
25
SignatureFD
Georgia
$438 25 -200 -89%