Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / TR UNIT
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
556,615
-
Shares change
-
-525
-
Total reported value, excl. options
-
$10,828,801
-
Value change
-
-$11,365
-
Number of buys
-
8
-
Number of sells
-
-6
-
Price
-
$19.45
Significant Holders of CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) as of Q3 2023
26 filings reported holding CRT - CROSS TIMBERS ROYALTY TRUST - TR UNIT as of Q3 2023.
CROSS TIMBERS ROYALTY TRUST - TR UNIT (CRT) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 556,615 shares
.
Largest 10 shareholders include CAPTRUST FINANCIAL ADVISORS (265,822 shares), Mraz, Amerine & Associates, Inc. (86,637 shares), Beacon Pointe Advisors, LLC (71,300 shares), CITADEL ADVISORS LLC (28,468 shares), NewEdge Advisors, LLC (25,796 shares), LPL Financial LLC (20,493 shares), OSAIC HOLDINGS, INC. (15,186 shares), WADDELL & ASSOCIATES, LLC (13,026 shares), UBS Group AG (11,765 shares), and BANK OF AMERICA CORP /DE/ (5,475 shares).
This table shows the top 24 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.