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 2023
Institutional positions in Cross Timbers Royalty Trust as of Sep 30, 2023. 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
- 24
- −1 vs. Q2 2023
- Shares held
- 556.6K
- −525 (−0.1%) vs. Q2 2023
- Total value
- $10.8M
- −$1.43M (−11.6%) vs. Q2 2023
- New holders
- 1
- 7 more added
- Sold out
- 2
- 4 more reduced
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $39 | 0.00% | +2 | New |
| Aspire Private Capital, LLC | 6 | $116 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 26 | $505 | 0.00% | +1+4.0% | Added |
| Sound Income Strategies, LLC | 44 | $856 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 141 | $2.75K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 225 | $4.38K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 469 | $9.00K | 0.00% | −100−17.6% | Reduced |
| Hexagon Capital Partners LLC | 500 | $9.72K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 630 | $12.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,120 | $41.3K | 0.00% | +967+83.9% | Added |
| Private Trust Co NA | 2,683 | $52.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,800 | $93.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,475 | $106.7K | 0.00% | +106+2.0% | Added |
| UBS Group AG | 11,765 | $229.2K | 0.00% | +541+4.8% | Added |
| Waddell & Associates, LLC | 13,026 | $253.4K | 0.04% | +241+1.9% | Added |
| Advisor Group Holdings, Inc. | 15,186 | $295.8K | 0.00% | −1,935−11.3% | Reduced |
| LPL Financial LLC | 20,493 | $399.2K | 0.00% | −80.0% | Reduced |
| GWM Advisors LLC | 25,796 | $501.7K | 0.01% | +443+1.7% | Added |
| Citadel Advisors LLC | 28,468 | $554.6K | 0.00% | +4,448+18.5% | Added |
| Beacon Pointe Advisors, LLC | 71,300 | $1.39M | 0.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 86,637 | $1.69M | 0.38% | −4,723−5.2% | Reduced |
| Captrust Financial Advisors | 265,822 | $5.17M | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −44−100.0% | Sold out |