MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
1.87M
Number of holders
13
Total 13F shares, excl. options
308K
Shares change
-21.3K
Total reported value, excl. options
$1.71M
Value change
-$122K
Number of buys
3
Number of sells
-6
Price
$5.47

Significant Holders of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) as of Q2 2025

14 filings reported holding MTR - MESA ROYALTY TRUST/TX - Units of Beneficial Interest as of Q2 2025.
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 308K shares of 1.87M outstanding shares and own 16.47% of the company stock.
Largest 10 shareholders include Ashton Thomas Private Wealth, LLC (255K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (18K shares), Welch Group, LLC (16.4K shares), OSAIC HOLDINGS, INC. (12.3K shares), UBS Group AG (2.77K shares), Spire Wealth Management (1.5K shares), JPMORGAN CHASE & CO (1.3K shares), RAYMOND JAMES FINANCIAL INC (467 shares), CHILTON CAPITAL MANAGEMENT LLC (331 shares), and US BANCORP \DE\ (100 shares).
This table shows the top 13 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.