Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
594,385
-
Shares change
-
-84,616
-
Total reported value, excl. options
-
$8,360,000
-
Value change
-
-$1,146,087
-
Number of buys
-
7
-
Number of sells
-
-10
-
Price
-
$14.05
Significant Holders of CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) as of Q3 2021
25 filings reported holding CRT - CROSS TIMBERS ROYALTY TRUST - TR UNIT as of Q3 2021.
CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 594,385 shares
.
Largest 10 shareholders include CAPTRUST FINANCIAL ADVISORS (265,822 shares), Mraz, Amerine & Associates, Inc. (102,104 shares), FMR LLC (85,000 shares), WELLS FARGO & COMPANY/MN (69,199 shares), Essex Financial Services, Inc. (22,201 shares), ADVISOR GROUP HOLDINGS, INC. (17,614 shares), UBS Group AG (12,287 shares), MORGAN STANLEY (7,422 shares), BANK OF AMERICA CORP /DE/ (4,214 shares), and Spire Wealth Management (1,922 shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.