Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
566,943
-
Shares change
-
-27,842
-
Total reported value, excl. options
-
$6,523,000
-
Value change
-
-$381,099
-
Number of buys
-
2
-
Number of sells
-
-8
-
Price
-
$11.45
Significant Holders of CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) as of Q4 2021
21 filings reported holding CRT - CROSS TIMBERS ROYALTY TRUST - TR UNIT as of Q4 2021.
CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 566,943 shares
.
Largest 10 shareholders include CAPTRUST FINANCIAL ADVISORS (265,822 shares), Mraz, Amerine & Associates, Inc. (102,207 shares), FMR LLC (85,000 shares), MORGAN STANLEY (48,062 shares), WELLS FARGO & COMPANY/MN (25,502 shares), ADVISOR GROUP HOLDINGS, INC. (16,857 shares), UBS Group AG (12,287 shares), BANK OF AMERICA CORP /DE/ (4,114 shares), Spire Wealth Management (1,922 shares), and HARBOUR INVESTMENTS, INC. (1,200 shares).
This table shows the top 16 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.