Security key
22757R109
CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (CRT)
CUSIP: 22757R109
Q4 2022 13F Holders as of 31 Dec 2022
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 607,830
- Total 13F value
- $15,458,402
- Share change
- +79,028
- SEC-reported price per share
- $25.44
- Number of holders
- 28
- Value change
- +$2,015,991
- Number of buys
- 14
- Number of sells
- 7
- Shares outstanding
- 5,998,444
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
28
Top holders
10
CRT full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
CROSS TIMBERS ROYALTY TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 22757R109
Recent filing periods:
Ownership snapshot
Top reported holders of CRT - CROSS TIMBERS ROYALTY TRUST - Units of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CAPTRUST FINANCIAL ADVISORS
Disclosed value leader
CAPTRUST FINANCIAL ADVISORS
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 4.4%
Showing 1-6 of 15 holder rows.
Quick read
CAPTRUST FINANCIAL ADVISORS leads the comparable SEC ownership view at 4.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CAPTRUST FINANCIAL ADVISORS's linked filing trail.
Comparable ownership
Top 5
CAPTRUST FINANCIAL ADVISORS
4.4%
Mraz, Amerine & Associates, Inc.
1.7%
NewEdge Advisors, LLC
0.89%
OSAIC HOLDINGS, INC.
0.3%
LPL Financial LLC
0.26%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS |
13F
Company
|
4.4%
|
$5,085,000
265,822 shares
|
— | 30 Sep 2022 |
| Mraz, Amerine & Associates, Inc. |
13F
Company
|
1.7%
|
$1,962,000
102,539 shares
|
— | 30 Sep 2022 |
| NewEdge Advisors, LLC |
13F
Company
|
0.89%
|
$1,026,000
53,608 shares
|
— | 30 Sep 2022 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
0.3%
|
$353,000
18,295 shares
|
— | 30 Sep 2022 |
| LPL Financial LLC |
13F
Company
|
0.26%
|
$298,000
15,450 shares
|
— | 30 Sep 2022 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
0.25%
|
$292,000
15,137 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
28
Shares
607,830
Rows available
28
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q1 2026 Across Filers
Q1 2026 holders
22
Q4 2022 holders
28
Holder diff
6
| Investor | Q1 2026 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend