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Mesa Royalty Trust (MTR) Institutional Ownership

Mesa Royalty Trust logo
$7.30 +0.33 (+4.73%)
(As of 10:07 AM ET)

Institutional Ownership Changes (13F Filings) for Mesa Royalty Trust (NYSE:MTR)

Current
Institutional Ownership
Percentage
12.73%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$555.71K
Number of
Institutional Sellers
(last 12 months)
0
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MTR Institutional Buying and Selling by Quarter

Mesa Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/1/2024 Significant Wealth Partners LLC42,099$549K0.4%N/A2.263%
8/10/2023 McGowan Group Asset Management Inc.32,454$799K0.1%-1.6%1.745%
8/1/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,029$25K0.0%N/A0.055%
2/13/2023 Fayez Sarofim & Co9,500$209K0.0%N/A0.511%
5/13/2022 McGowan Group Asset Management Inc.32,340$279K0.0%-34.3%0.000%
11/15/2021 McGowan Group Asset Management Inc.49,625$282K0.0%-11.1%2.668%
8/11/2021 Susquehanna International Group LLP21,526$135K0.0%N/A1.157%
2/11/2021 Mraz Amerine & Associates Inc.10,371$42K0.0%N/A0.558%
2/9/2021 Wells Fargo & Company MN125,105$512K0.0%-4.4%6.726%
11/5/2020 Wells Fargo & Company MN130,904$513K0.0%+4.5%7.038%
(Data available from 1/1/2016 forward)

MTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Mesa Royalty Trust shares: McGowan Group Asset Management Inc. ($799K), Significant Wealth Partners LLC ($549K), and Fayez Sarofim & Co ($209K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($25K).Learn more on MTR's institutional investors.

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

12.73% of Mesa Royalty Trust stock is owned by institutional investors. Learn more on MTR's institutional investor holdings.

Which institutional investors have been buying Mesa Royalty Trust stock?

The following institutional investors have purchased Mesa Royalty Trust stock in the last 24 months: Significant Wealth Partners LLC ($42.10K), Fayez Sarofim & Co ($9.50K), and Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($1.03K).

How much institutional buying is happening at Mesa Royalty Trust?

Institutional investors have bought a total of 52,628 shares in the last 24 months. This purchase volume represents approximately $790.14K in transactions.

Which Mesa Royalty Trust major shareholders have been selling company stock?

The following institutional investors have sold Mesa Royalty Trust stock in the last 24 months: McGowan Group Asset Management Inc. ($543.00).

How much institutional selling is happening at Mesa Royalty Trust?

Institutional investors have sold a total of 543 shares in the last 24 months. This volume of shares sold represents approximately $13.37K in transactions.



This page (NYSE:MTR) was last updated on 11/21/2024 by MarketBeat.com Staff
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