CRT

Cross Timbers Royalty Trust

18 hedge funds and large institutions have $2.04M invested in Cross Timbers Royalty Trust in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAA
1
Mraz Amerine & Associates
California
$484K 40,001 -480 -1%
UBS Group
2
UBS Group
Switzerland
$299K 22,681 +10,716 +90%
Morgan Stanley
3
Morgan Stanley
New York
$292K 22,151 -9,698 -30%
MMA
4
Miracle Mile Advisors
California
$237K 18,000 +3,000 +20%
WA
5
Waddell & Associates
Tennessee
$191K 14,649 +278 +2%
NA
6
NewEdge Advisors
Louisiana
$146K 11,152 -8,908 -44%
LPL Financial
7
LPL Financial
California
$145K 11,044 -4,058 -27%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$137K 10,400 +10,000 +2,500%
Osaic Holdings
9
Osaic Holdings
Arizona
$33.1K 2,510 +2,241 +833%
Wells Fargo
10
Wells Fargo
California
$26.4K 2,001 +1,000 +100%
Bank of America
11
Bank of America
North Carolina
$26.1K 1,984 +8 +0.4%
LFG
12
Larson Financial Group
Missouri
$9.8K 750
HCP
13
Hexagon Capital Partners
Arkansas
$6.53K 500
ADL
14
Asset Dedication LLC
California
$2.61K 200
S
15
SignatureFD
Georgia
$1.57K 120
BlackRock
16
BlackRock
New York
$272 21 +21 New
CA
17
CoreCap Advisors
Michigan
$170 13
SPIA
18
Steward Partners Investment Advisory
New York
$145 11 -141 -93%
BPA
19
Beacon Pointe Advisors
California
-62,800 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-18,419 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-13,379 Closed
VWA
22
Valued Wealth Advisors
Utah
-60 Closed
CFGS
23
Concourse Financial Group Securities
Alabama