CRT

Cross Timbers Royalty Trust

21 hedge funds and large institutions have $2.46M invested in Cross Timbers Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BPA
1
Beacon Pointe Advisors
California
$618K 62,800 +62,800 New
MAA
2
Mraz Amerine & Associates
California
$398K 40,481 -5,395 -12%
Morgan Stanley
3
Morgan Stanley
New York
$315K 31,849 +16,797 +112%
NA
4
NewEdge Advisors
Louisiana
$197K 20,060 -717 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$182K 18,419 +1,300 +8%
LPL Financial
6
LPL Financial
California
$150K 15,102 +736 +5%
MMA
7
Miracle Mile Advisors
California
$149K 15,000 +15,000 New
WA
8
Waddell & Associates
Tennessee
$141K 14,371 +351 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$132K 13,379 +13,379 New
UBS Group
10
UBS Group
Switzerland
$118K 11,965 -12,911 -52%
Bank of America
11
Bank of America
North Carolina
$19.6K 1,976 +311 +19%
Wells Fargo
12
Wells Fargo
California
$9.91K 1,001 -13 -1%
LFG
13
Larson Financial Group
Missouri
$7.38K 750
HCP
14
Hexagon Capital Partners
Arkansas
$4.92K 500
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.96K 400
Osaic Holdings
16
Osaic Holdings
Arizona
$2.66K 269
ADL
17
Asset Dedication LLC
California
$1.97K 200
SPIA
18
Steward Partners Investment Advisory
New York
$1.51K 152
S
19
SignatureFD
Georgia
$1.18K 120
VWA
20
Valued Wealth Advisors
Utah
$595 60 +60 New
CA
21
CoreCap Advisors
Michigan
$128 13
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
-630 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-300 Closed
CFGS
24
Concourse Financial Group Securities
Alabama