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, Q4 2022
Institutional positions in Cross Timbers Royalty Trust as of Dec 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
- 28
- +5 vs. Q3 2022
- Shares held
- 607.8K
- +86.3K (+16.6%) vs. Q3 2022
- Total value
- $15.5M
- +$5.47M (+54.8%) vs. Q3 2022
- New holders
- 7
- 9 more added
- Sold out
- 2
- 7 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 265,822 | $6.76M | 0.03% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 102,039 | $2.59M | 0.61% | −500−0.5% | Reduced |
| GWM Advisors LLC | 53,366 | $1.36M | 0.04% | −242−0.5% | Reduced |
| Essex Financial Services, Inc. | 49,672 | $1.26M | 0.14% | +49,672 | New |
| Morgan Stanley | 20,327 | $517.1K | 0.00% | +18,112+817.7% | Added |
| LPL Financial LLC | 17,853 | $454.2K | 0.00% | +2,403+15.6% | Added |
| Advisor Group Holdings, Inc. | 17,443 | $444.0K | 0.00% | −852−4.7% | Reduced |
| Citadel Advisors LLC | 14,286 | $363.4K | 0.00% | +3,078+27.5% | Added |
| Ameriprise Financial Inc | 13,468 | $343.0K | 0.00% | −1,669−11.0% | Reduced |
| Waddell & Associates, LLC | 12,146 | $308.9K | 0.05% | +271+2.3% | Added |
| UBS Group AG | 11,532 | $293.4K | 0.00% | −755−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 10,000 | $254.3K | 0.00% | +10,000 | New |
| BNP Paribas Arbitrage, SA | 6,280 | $159.8K | 0.00% | +5,380+597.8% | Added |
| Bank of America Corp | 5,653 | $143.8K | 0.00% | +4+0.1% | Added |
| Private Trust Co NA | 2,683 | $68.0K | 0.01% | +425+18.8% | Added |
| Dorsey Wright & Associates | 1,347 | $34.3K | 0.01% | +1,347 | New |
| Harbour Investments, Inc. | 1,200 | $30.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 850 | $21.6K | 0.00% | +850 | New |
| Hexagon Capital Partners LLC | 500 | $12.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 469 | $12.0K | 0.00% | +230+96.2% | Added |
| Advisory Services Network, LLC | 463 | $11.8K | 0.00% | +463 | New |
| Signaturefd, LLC | 175 | $4.45K | 0.00% | +25+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 141 | $3.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 44 | $1.00K | 0.00% | −34−43.6% | Reduced |
| Fifth Third Bancorp | 24 | $611 | 0.00% | +24 | New |
| Wells Fargo & Company | 1 | $25 | 0.00% | −999−99.9% | Reduced |
| FMR LLC | 1 | $25 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |