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, Q3 2022
Institutional positions in Cross Timbers Royalty Trust as of Sep 30, 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
- 23
- −3 vs. Q2 2022
- Shares held
- 521.5K
- −47.9K (−8.4%) vs. Q2 2022
- Total value
- $9.99M
- +$1.35M (+15.7%) vs. Q2 2022
- New holders
- 4
- 6 more added
- Sold out
- 7
- 3 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 265,822 | $5.08M | 0.03% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 102,539 | $1.96M | 0.53% | 00.0% | Unchanged |
| GWM Advisors LLC | 53,608 | $1.03M | 0.02% | −7,554−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 18,295 | $353.0K | 0.00% | +1,104+6.4% | Added |
| LPL Financial LLC | 15,450 | $298.0K | 0.00% | +2,440+18.8% | Added |
| Ameriprise Financial Inc | 15,137 | $292.0K | 0.00% | +1,279+9.2% | Added |
| UBS Group AG | 12,287 | $237.0K | 0.00% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 11,875 | $227.0K | 0.04% | +427+3.7% | Added |
| Citadel Advisors LLC | 11,208 | $216.0K | 0.00% | +11,208 | New |
| Bank of America Corp | 5,649 | $109.0K | 0.00% | −700−11.0% | Reduced |
| Private Trust Co NA | 2,258 | $44.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 2,215 | $42.0K | 0.00% | +869+64.6% | Added |
| Wells Fargo & Company | 1,000 | $20.0K | 0.00% | −501−33.4% | Reduced |
| Harbour Investments, Inc. | 1,200 | $18.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 900 | $17.4K | 0.00% | +391+76.8% | Added |
| JPMorgan Chase & Co | 900 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 239 | $5.00K | 0.00% | +239 | New |
| Signaturefd, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $1.00K | 0.00% | +45 | New |
| Parallel Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| FMR LLC | 0 | $0 | 0.00% | −48,144−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,173−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,922−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |
| Bivin & Associates, Inc. | – | – | – | – | Not filed |