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Cross Timbers Royalty Trust (CRT) Institutional Ownership

Cross Timbers Royalty Trust logo
$9.86
-0.29 (-2.86%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Cross Timbers Royalty Trust (NYSE:CRT)

Current
Institutional Ownership
Percentage
9.74%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.25M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$643.18K
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CRT Institutional Buying and Selling by Quarter

Cross Timbers Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2024 Mraz Amerine & Associates Inc.46,582$502K0.1%-8.9%0.776%
2/14/2024Waddell & Associates LLC14,370$251K0.0%+10.3%0.240%
2/8/2024Navellier & Associates Inc.20,622$362K0.1%N/A0.344%
2/1/2024Significant Wealth Partners LLC49,481$866K0.6%N/A0.825%
1/31/2024 Mraz Amerine & Associates Inc.58,041$1.02M0.2%-33.0%0.967%
11/13/2023 Mraz Amerine & Associates Inc.86,637$1.69M0.4%-5.2%0.000%
8/10/2023 US Bancorp DE4,800$106K0.0%+26.3%0.000%
5/9/2023Laffer Tengler Investments2,521$47K0.0%N/A0.000%
5/9/2023 US Bancorp DE3,800$71K0.0%+347.1%0.000%
4/20/2023 Mraz Amerine & Associates Inc.92,360$1.72M0.4%-9.5%0.000%
2/14/2023Dorsey Wright & Associates1,347$34K0.0%N/A0.022%
2/7/2023LPL Financial LLC17,853$454K0.0%+15.6%0.000%
1/18/2023Private Trust Co. NA2,683$68K0.0%+18.8%0.045%
1/12/2023 Mraz Amerine & Associates Inc.102,039$2.60M0.6%-0.5%1.701%
9/16/2022Private Trust Co. NA2,258$34K0.0%N/A0.038%
8/13/2022NewEdge Advisors LLC61,162$917K0.0%+2.8%0.000%
7/20/2022Dorsey Wright & Associates2,202$33K0.0%N/A0.037%
4/21/2022Waddell & Associates LLC11,190$147K0.0%N/A0.187%
2/3/2022Advisor Group Holdings Inc.16,857$194K0.0%-4.3%0.281%
11/10/2021 Essex Financial Services Inc.22,201$312K0.0%+23.6%0.370%
8/6/2021Bessemer Group Inc.3,000$35K0.0%N/A0.050%
8/3/2021CWA Asset Management Group LLC13,383$159K0.0%-28.4%0.223%
8/2/2021Advisor Group Holdings Inc.18,118$215K0.0%-5.2%0.302%
8/1/2021 Essex Financial Services Inc.17,969$213K0.0%N/A0.299%
5/19/2021Virtu Financial LLC10,419$88K0.0%N/A0.174%
5/18/2021Capital Analysts LLC41,559$352K0.0%N/A0.693%
5/17/2021CWA Asset Management Group LLC18,682$158K0.0%-14.0%0.311%
4/26/2021 Mraz Amerine & Associates Inc.103,005$871K0.3%-2.6%1.717%
4/6/2021Carroll Financial Associates Inc.6,290$53K0.0%N/A0.105%
2/23/2021CWA Asset Management Group LLC21,721$179K0.0%-28.7%0.362%
2/11/2021 Mraz Amerine & Associates Inc.105,777$869K0.3%-11.0%1.763%
2/10/2021HighTower Advisors LLC19,000$157K0.0%-52.5%0.317%
2/9/2021Wells Fargo & Company MN26,506$218K0.0%-8.6%0.442%
2/9/2021CWA Asset Management Group LLC21,721$179K0.0%-28.7%0.362%
11/6/2020BFT Financial Group LLC47,184$348K0.1%N/A0.786%
(Data available from 1/1/2016 forward)

CRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRT shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Cross Timbers Royalty Trust. The most heavily invested institutionals were Significant Wealth Partners LLC ($866K), Mraz Amerine & Associates Inc. ($502K), LPL Financial LLC ($454K), Navellier & Associates Inc. ($362K), Waddell & Associates LLC ($251K), US Bancorp DE ($106K), and Private Trust Co. NA ($68K).Learn more on CRT's institutional investors.

What percentage of Cross Timbers Royalty Trust stock is owned by institutional investors?

9.74% of Cross Timbers Royalty Trust stock is owned by institutional investors. Learn more on CRT's institutional investor holdings.

Which institutional investors have been buying Cross Timbers Royalty Trust stock?

The following institutional investors have purchased Cross Timbers Royalty Trust stock in the last 24 months: Significant Wealth Partners LLC ($49.48K), Navellier & Associates Inc. ($20.62K), US Bancorp DE ($3.95K), Laffer Tengler Investments ($2.52K), LPL Financial LLC ($2.40K), Dorsey Wright & Associates ($1.35K), and Waddell & Associates LLC ($1.34K).

How much institutional buying is happening at Cross Timbers Royalty Trust?

Institutional investors have bought a total of 82,093 shares in the last 24 months. This purchase volume represents approximately $1.49M in transactions.

Which Cross Timbers Royalty Trust major shareholders have been selling company stock?

The following institutional investors have sold Cross Timbers Royalty Trust stock in the last 24 months: Mraz Amerine & Associates Inc. ($48.03K).

How much institutional selling is happening at Cross Timbers Royalty Trust?

Institutional investors have sold a total of 48,027 shares in the last 24 months. This volume of shares sold represents approximately $836.90K in transactions.



This page (NYSE:CRT) was last updated on 11/2/2024 by MarketBeat.com Staff
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