Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
28
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Total 13F shares, excl. options
-
607,830
-
Shares change
-
+79,028
-
Total reported value, excl. options
-
$15,458,402
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Value change
-
+$2,015,991
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Number of buys
-
14
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Number of sells
-
7
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Price
-
$25.44
Institutional Holders of CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) as of Q4 2022
As of 31 Dec 2022 CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) had 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 607,830 shares of stock of the company.
Largest 10 holders included CAPTRUST FINANCIAL ADVISORS, Mraz, Amerine & Associates, Inc., NewEdge Advisors, LLC, Essex Financial Services, Inc., MORGAN STANLEY, LPL Financial LLC, ADVISOR GROUP HOLDINGS, INC., CITADEL ADVISORS LLC, AMERIPRISE FINANCIAL INC, and WADDELL & ASSOCIATES, LLC.
This table shows 28 institutional shareholders of the security as of 31 Dec 2022.
| 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.