Security key
590660106
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR)
CUSIP: 590660106
Q4 2022 13F Holders as of 31 Dec 2022
- Security type / class
- Equity / Units of Beneficial Interest
- Total 13F shares
- 212,201
- Total 13F value
- $4,666,572
- Share change
- -9,734
- SEC-reported price per share
- $22.01
- Number of holders
- 16
- Value change
- -$215,915
- Number of buys
- 9
- 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
Q4 2022
Institutions
16
Top holders
10
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
10/10
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 8.5%
Showing 1-6 of 10 holder rows.
Quick read
WELLS FARGO & COMPANY/MN leads the comparable SEC ownership view at 8.5%.
10 of 10 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
8.5%
McGowan Group Asset Management, Inc.
1.8%
Mraz, Amerine & Associates, Inc.
0.63%
MORGAN STANLEY
0.56%
UBS Group AG
0.21%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 10 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
Company
|
8.5%
|
$1,999,000
158,427 shares
|
— | 30 Sep 2022 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
1.8%
|
$414,000
32,829 shares
|
— | 30 Sep 2022 |
| Mraz, Amerine & Associates, Inc. |
13F
Company
|
0.63%
|
$147,000
11,731 shares
|
— | 30 Sep 2022 |
| MORGAN STANLEY |
13F
Company
|
0.56%
|
$132,000
10,477 shares
|
— | 30 Sep 2022 |
| UBS Group AG |
13F
Company
|
0.21%
|
$49,000
3,908 shares
|
— | 30 Sep 2022 |
| JTC Employer Solutions Trustee Ltd |
13F
Company
|
0.11%
|
$26,000
2,000 shares
|
— | 30 Sep 2022 |
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 Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
16
Shares
212,201
Rows available
16
| 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 Q4 2022 vs Q1 2026 Across Filers
Q1 2026 holders
11
Q4 2022 holders
16
Holder diff
5
| Investor | Q1 2026 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend