CRT

Cross Timbers Royalty Trust

21 hedge funds and large institutions have $1.92M invested in Cross Timbers Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAA
1
Mraz Amerine & Associates
California
$502K 46,582 -4,529 -9%
Morgan Stanley
2
Morgan Stanley
New York
$389K 35,986 +5,193 +17%
NA
3
NewEdge Advisors
Louisiana
$228K 21,149 -2,533 -11%
LPL Financial
4
LPL Financial
California
$203K 18,771 +406 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$179K 16,574 -5,532 -25%
UBS Group
6
UBS Group
Switzerland
$152K 14,060 -2,054 -13%
WA
7
Waddell & Associates
Tennessee
$148K 13,771 -887 -6%
Bank of America
8
Bank of America
North Carolina
$43.4K 4,017 -674 -14%
PTC
9
Private Trust Company
Ohio
$29K 2,683
Wells Fargo
10
Wells Fargo
California
$11K 1,014 +25 +3%
LFG
11
Larson Financial Group
Missouri
$8.08K 750 +750 New
RhumbLine Advisers
12
RhumbLine Advisers
Massachusetts
$6.8K 630
HCP
13
Hexagon Capital Partners
Arkansas
$5.39K 500
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.32K 400 +400 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4K 375 -94 -20%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.9K 269 -13,382 -98%
ADL
17
Asset Dedication LLC
California
$2.15K 200
SPIA
18
Steward Partners Investment Advisory
New York
$1.64K 152 +11 +8%
S
19
SignatureFD
Georgia
$1.29K 120 +95 +380%
CA
20
CoreCap Advisors
Michigan
$140 13
Fidelity Investments
21
Fidelity Investments
Massachusetts
$11 1
BPA
22
Beacon Pointe Advisors
California
-71,300 Closed
GRP
23
Global Retirement Partners
California
-1 Closed
CFGS
24
Concourse Financial Group Securities
Alabama