Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / TR UNIT
-
Total 13F shares
-
557,140
-
Share change
-
+35,514
-
Total reported value
-
$12,255,262
-
Price per share
-
$22.02
-
Number of holders
-
25
-
Value change
-
+$834,823
-
Number of buys
-
11
-
Number of sells
-
12
Institutional Holders of CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) as of Q2 2023
As of 30 Jun 2023 CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 557,140 shares of stock of the company.
Largest 10 holders included CAPTRUST FINANCIAL ADVISORS, Mraz, Amerine & Associates, Inc., Beacon Pointe Advisors, LLC, NewEdge Advisors, LLC, CITADEL ADVISORS LLC, LPL Financial LLC, OSAIC HOLDINGS, INC., WADDELL & ASSOCIATES, LLC, UBS Group AG, and BANK OF AMERICA CORP /DE/.
This table shows 25 institutional shareholders of the security as of 30 Jun 2023.
| 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.