CRT

Cross Timbers Royalty Trust

19 hedge funds and large institutions have $1.66M invested in Cross Timbers Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAA
1
Mraz Amerine & Associates
California
$480K 45,876 -706 -2%
UBS Group
2
UBS Group
Switzerland
$263K 24,876 +10,816 +77%
NA
3
NewEdge Advisors
Louisiana
$218K 20,777 -372 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$181K 17,119 +545 +3%
Morgan Stanley
5
Morgan Stanley
New York
$159K 15,052 -20,934 -58%
LPL Financial
6
LPL Financial
California
$152K 14,366 -4,405 -23%
WA
7
Waddell & Associates
Tennessee
$147K 14,020 +249 +2%
Bank of America
8
Bank of America
North Carolina
$17.6K 1,665 -2,352 -59%
Wells Fargo
9
Wells Fargo
California
$10.7K 1,014
LFG
10
Larson Financial Group
Missouri
$7.85K 750
RhumbLine Advisers
11
RhumbLine Advisers
Massachusetts
$6.66K 630
HCP
12
Hexagon Capital Partners
Arkansas
$5.24K 500
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.23K 400
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3K 300 -75 -20%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.84K 269
ADL
16
Asset Dedication LLC
California
$2.09K 200
SPIA
17
Steward Partners Investment Advisory
New York
$1.61K 152
S
18
SignatureFD
Georgia
$1.26K 120
CA
19
CoreCap Advisors
Michigan
$136 13
PTC
20
Private Trust Company
Ohio
-2,683 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
-1 Closed
CFGS
22
Concourse Financial Group Securities
Alabama