CRT

Cross Timbers Royalty Trust

21 hedge funds and large institutions have $3.55M invested in Cross Timbers Royalty Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
21
Holders Change
-6
Holders Change %
-22.22%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$929K 71,300
MAA
2
Mraz Amerine & Associates
California
$666K 51,111 -6,930 -12%
Morgan Stanley
3
Morgan Stanley
New York
$402K 30,793 -3,773 -11%
NA
4
NewEdge Advisors
Louisiana
$309K 23,682 -478 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$288K 22,106 +22,106 New
LPL Financial
6
LPL Financial
California
$239K 18,365 -2,359 -11%
UBS Group
7
UBS Group
Switzerland
$210K 16,114 +3,707 +30%
WA
8
Waddell & Associates
Tennessee
$191K 14,658 +288 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$178K 13,651 -775 -5%
Bank of America
10
Bank of America
North Carolina
$61.2K 4,691 +9 +0.2%
PTC
11
Private Trust Company
Ohio
$35K 2,683
Wells Fargo
12
Wells Fargo
California
$12.9K 989 +219 +28%
RhumbLine Advisers
13
RhumbLine Advisers
Massachusetts
$8.22K 630
HCP
14
Hexagon Capital Partners
Arkansas
$6.52K 500
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6K 469
ADL
16
Asset Dedication LLC
California
$3K 200
SPIA
17
Steward Partners Investment Advisory
New York
$1.84K 141
S
18
SignatureFD
Georgia
$326 25
CA
19
CoreCap Advisors
Michigan
$169 13 +13 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$13 1
GRP
21
Global Retirement Partners
California
$13 1
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
-265,822 Closed
SWP
23
Significant Wealth Partners
Illinois
-49,481 Closed
NA
24
Navellier & Associates
Nevada
-20,622 Closed
US Bancorp
25
US Bancorp
Minnesota
-4,000 Closed