MTR
Mesa Royalty Trust
13 hedge funds and large institutions have $1.71M invested in Mesa Royalty Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
$8.21K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
$2.56K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
$383 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ATPW
1
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.42M | -$29.4K | -5,286 | -2% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $98.2K | -$23.9K | -4,376 | -20% |
|
|
WG
3
Welch Group
Birmingham,
Alabama
| $88.4K | – | – | – |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $70.6K | -$21.7K | -3,674 | -24% |
|
5
UBS Group
Zurich,
Switzerland
| $15.1K | -$957 | -175 | -6% |
|
|
SWM
6
Spire Wealth Management
Mclean,
Virginia
| $8.21K | +$8.21K | +1,500 | New |
|
7
JPMorgan Chase & Co
New York
| $7.11K | – | – | – |
|
|
8
Raymond James Financial
St Petersburg,
Florida
| $2.56K | +$2.56K | +467 | New |
|
|
CCM
9
Chilton Capital Management
Houston,
Texas
| $1.79K | – | – | – |
|
10
US Bancorp
Minneapolis,
Minnesota
| $547 | – | – | – |
|
|
AF
11
Allworth Financial
Folsom,
California
| $383 | +$192 | +35 | +100% |
|
12
Morgan Stanley
New York
| $312 | -$808 | -145 | -72% |
|
13
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
MAA
14
Mraz Amerine & Associates
Modesto,
California
| – | -$60.4K | -10,046 | Closed |
|