Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Units of Beneficial Interest
-
Shares outstanding
-
1.87M
-
Number of holders
-
7
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Total 13F shares, excl. options
-
228K
-
Shares change
-
+27.6K
-
Total reported value, excl. options
-
$1.08M
-
Value change
-
+$133K
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Number of buys
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4
-
Number of sells
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-3
-
Price
-
$4.75
Significant Holders of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) as of Q1 2021
8 filings reported holding MTR - MESA ROYALTY TRUST/TX - Units of Beneficial Interest as of Q1 2021.
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 228K shares
of 1.87M outstanding shares and own 12.21% of the company stock.
Largest 8 shareholders include WELLS FARGO & COMPANY/MN (125K shares), McGowan Group Asset Management, Inc. (55.8K shares), MORGAN STANLEY (30K shares), Mraz, Amerine & Associates, Inc. (11.4K shares), Federation des caisses Desjardins du Quebec (4K shares), ROYAL BANK OF CANADA (2K shares), UBS Group AG (500 shares), and Safeguard Investment Advisory Group, LLC (0 shares).
This table shows the top 7 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.