Security key
590660106
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR)
CUSIP: 590660106
Q1 2021 13F Holders as of 31 Mar 2021
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 228,236
- Total 13F value
- $1,082,000
- Share change
- +27,644
- SEC-reported price per share
- $4.75
- Number of holders
- 7
- Value change
- +$132,796
- Number of buys
- 4
- Number of sells
- 3
- Shares outstanding
- 1,868,930
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2021
Institutions
7
Top holders
7
MTR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
MESA ROYALTY TRUST/TX SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 590660106
Recent filing periods:
Ownership snapshot
Top reported holders of MTR - MESA ROYALTY TRUST/TX - 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
WELLS FARGO & COMPANY/MN
Disclosed value leader
WELLS FARGO & COMPANY/MN
Comparable rows
7/7
Latest evidence
31 Dec 2020
13F
Lead comparable stake: 6.7%
Showing 1-6 of 7 holder rows.
Quick read
WELLS FARGO & COMPANY/MN leads the comparable SEC ownership view at 6.7%.
7 of 7 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 WELLS FARGO & COMPANY/MN's linked filing trail.
Comparable ownership
Top 5
WELLS FARGO & COMPANY/MN
6.7%
McGowan Group Asset Management, Inc.
2.9%
Mraz, Amerine & Associates, Inc.
0.55%
MORGAN STANLEY
0.41%
ROYAL BANK OF CANADA
0.11%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 7 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
Company
|
6.7%
|
$512,000
125,105 shares
|
— | 31 Dec 2020 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
2.9%
|
$219,000
53,701 shares
|
— | 31 Dec 2020 |
| Mraz, Amerine & Associates, Inc. |
13F
Company
|
0.55%
|
$42,000
10,371 shares
|
— | 31 Dec 2020 |
| MORGAN STANLEY |
13F
Company
|
0.41%
|
$31,000
7,600 shares
|
— | 31 Dec 2020 |
| ROYAL BANK OF CANADA |
13F
Company
|
0.11%
|
$8,000
2,000 shares
|
— | 31 Dec 2020 |
| UBS Group AG |
13F
Company
|
0.09%
|
$7,000
1,715 shares
|
— | 31 Dec 2020 |
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 Q1 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
228,236
Rows available
7
| 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 Q1 2021 vs Q1 2026 Across Filers
Q1 2026 holders
11
Q1 2021 holders
7
Holder diff
-4
| Investor | Q1 2026 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend