Institutional Ownership Mesa Royalty Trust (MTR)
This table provides information about the institutional ownership of Mesa Royalty Trust (MTR). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 301,271 shares, which have been reported (via 13F filing form) to have a value of $1.36 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
249,537
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,286
shares
|
$87,365
0.0% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
16,370
shares
|
$74,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,981
shares
|
$54,273
0.0% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,856
shares
|
$8,407
0.0% of portfolio
|
Q3 2025
Reduced 32.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,300
shares
|
$5,889
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
508
shares
|
$2,301
0.0% of portfolio
|
Q3 2025
Added 50700.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
331
shares
|
$1,499
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
100
shares
|
$453
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2
shares
|
$9
0.0% of portfolio
|
Q3 2025
Reduced 96.43%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|