MTR
Mesa Royalty Trust
10 hedge funds and large institutions have $1.62M invested in Mesa Royalty Trust in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Sellers
| 1 | -$26.9K | |
| 2 | -$8.21K | |
| 3 | -$4.86K | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.56K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.34M |
|
|||
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $103K |
|
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|
WG
3
Welch Group
Birmingham,
Alabama
| $85.9K |
|
|||
|
4
Osaic Holdings
Scottsdale,
Arizona
| $66.4K |
|
|||
5
UBS Group
Zurich,
Switzerland
| $9.92K |
|
|||
6
JP Morgan Chase
New York
| $6.95K |
|
|||
7
Wells Fargo
San Francisco,
California
| $2.72K |
|
|||
|
CCM
8
Chilton Capital Management
Houston,
Texas
| $1.74K |
|
|||
9
US Bancorp
Minneapolis,
Minnesota
| $535 |
|
|||
10
Morgan Stanley
New York
| $12 |
|
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|
SWM
11
Spire Wealth Management
Mclean,
Virginia
| – |
|
|||
|
12
Raymond James Financial
St Petersburg,
Florida
| – |
|
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|
AF
13
Allworth Financial
Folsom,
California
| – |
|