Institutional Ownership Cross Timbers Royalty Trust (CRT)
This table provides information about the institutional ownership of Cross Timbers Royalty Trust (CRT). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 167,034 shares, which have been reported (via 13F filing form) to have a value of $1.49 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
36,301
shares
|
$323,078
0.05% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
30,754
shares
|
$273,710
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,128
shares
|
$250,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
15,156
shares
|
$134,888
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,379
shares
|
$101,273
0.0% of portfolio
|
Q3 2025
Reduced 57.3%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
11,000
shares
|
$97,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,222
shares
|
$90,975
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$89,000
0.0% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,805
shares
|
$60,564
0.0% of portfolio
|
Q3 2025
Reduced 70.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,784
shares
|
$24,777
0.0% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,100
shares
|
$18,690
0.0% of portfolio
|
Q3 2025
Reduced 41.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,981
shares
|
$17,630
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
400
shares
|
$3,560
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
13
shares
|
$115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11
shares
|
$97
0.0% of portfolio
|
Q1 2025
Reduced 92.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|