MTR
Mesa Royalty Trust
12 hedge funds and large institutions have $1.61M invested in Mesa Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWM
1
Spire Wealth Management
Mclean,
Virginia
|
$8.21K |
| 2 |
2
Raymond James Financial
St Petersburg,
Florida
|
$2.56K |
| 3 |
AF
3
Allworth Financial
Folsom,
California
|
$383 |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.42M | 254,537 | -5,286 | -2% |
|
|
WG
2
Welch Group
Birmingham,
Alabama
| $88.4K | 16,370 | – | – |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $70.6K | 11,943 | -3,674 | -24% |
|
4
UBS Group
Zurich,
Switzerland
| $15.1K | 2,766 | -175 | -6% |
|
|
SWM
5
Spire Wealth Management
Mclean,
Virginia
| $8.21K | 1,500 | +1,500 | New |
|
6
JPMorgan Chase & Co
New York
| $7.11K | 1,300 | – | – |
|
|
7
Raymond James Financial
St Petersburg,
Florida
| $2.56K | 467 | +467 | New |
|
|
CCM
8
Chilton Capital Management
Houston,
Texas
| $1.79K | 331 | – | – |
|
9
US Bancorp
Minneapolis,
Minnesota
| $547 | 100 | – | – |
|
|
AF
10
Allworth Financial
Folsom,
California
| $383 | 70 | +35 | +100% |
|
11
Morgan Stanley
New York
| $312 | 56 | -145 | -72% |
|
12
Wells Fargo
San Francisco,
California
| $5 | 1 | – | – |
|
|
MAA
13
Mraz Amerine & Associates
Modesto,
California
| – | – | -10,046 | Closed |
|