Cross Timbers Royalty Trust
CRT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000881787
In the last 90 days, Cross Timbers Royalty Trust insiders filed 6 open-market purchases and 0 sales; 20 institutions reported holding it in 13F filings for Q2 2026, worth $12.1M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Cross Timbers Royalty Trust as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 19
- +2 vs. Q4 2021
- Shares held
- 607.7K
- +41.9K (+7.4%) vs. Q4 2021
- Total value
- $8.43M
- +$1.92M (+29.5%) vs. Q4 2021
- New holders
- 5
- 6 more added
- Sold out
- 3
- 1 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 20 | $12.1M |
| Q1 2026 | 22 | $11.8M |
| Q4 2025 | 13 | $830.8K |
| Q3 2025 | 15 | $1.26M |
| Q2 2025 | 21 | $2.40M |
| Q1 2025 | 18 | $2.04M |
| Q4 2024 | 21 | $2.46M |
| Q3 2024 | 19 | $1.66M |
| Q2 2024 | 21 | $1.92M |
| Q1 2024 | 21 | $3.55M |
| Q4 2023 | 27 | $10.2M |
| Q3 2023 | 24 | $10.8M |
| Q2 2023 | 25 | $12.3M |
| Q1 2023 | 27 | $9.70M |
| Q4 2022 | 28 | $15.5M |
| Q3 2022 | 23 | $9.99M |
| Q2 2022 | 28 | $8.67M |
| Q1 2022 | 19 | $8.43M |
| Q4 2021 | 18 | $6.52M |
| Q3 2021 | 20 | $8.36M |
| Q2 2021 | 20 | $8.06M |
| Q1 2021 | 22 | $6.26M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 265,822 | $3.50M | 0.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 102,429 | $1.34M | 0.32% | +222+0.2% | Added |
| FMR LLC | 85,000 | $1.11M | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 59,487 | $780.0K | 0.01% | +59,487 | New |
| Advisor Group Holdings, Inc. | 17,262 | $673.0K | 0.00% | +405+2.4% | Added |
| Wells Fargo & Company | 26,003 | $341.0K | 0.00% | +500+2.0% | Added |
| UBS Group AG | 13,425 | $176.0K | 0.00% | +1,138+9.3% | Added |
| Waddell & Associates, LLC | 11,190 | $147.0K | 0.02% | +11,190 | New |
| LPL Financial LLC | 10,759 | $141.0K | 0.00% | +10,759 | New |
| Bank of America Corp | 6,374 | $83.0K | 0.00% | +2,260+54.9% | Added |
| Morgan Stanley | 3,647 | $47.0K | 0.00% | −44,415−92.4% | Reduced |
| Spire Wealth Management | 1,922 | $25.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,300 | $17.0K | 0.00% | +1,300 | New |
| Geneos Wealth Management Inc. | 1,068 | $14.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 140 | $2.00K | 0.00% | +40+40.0% | Added |
| Tower Research Capital LLC (TRC) | 100 | $1.00K | 0.00% | +100 | New |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |