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 2023
Institutional positions in Cross Timbers Royalty Trust as of Dec 31, 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
- 27
- +3 vs. Q3 2023
- Shares held
- 584.6K
- +28.0K (+5.0%) vs. Q3 2023
- Total value
- $10.2M
- −$583.5K (−5.4%) vs. Q3 2023
- New holders
- 7
- 5 more added
- Sold out
- 4
- 6 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 265,822 | $4.65M | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 71,300 | $1.25M | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 58,041 | $1.02M | 0.21% | −28,596−33.0% | Reduced |
| Significant Wealth Partners LLC | 49,481 | $865.9K | 0.63% | +49,481 | New |
| GWM Advisors LLC | 24,160 | $431.1K | 0.00% | −1,636−6.3% | Reduced |
| LPL Financial LLC | 20,724 | $364.0K | 0.00% | +231+1.1% | Added |
| Navellier & Associates Inc | 20,622 | $362.2K | 0.05% | +20,622 | New |
| Morgan Stanley | 17,283 | $303.6K | 0.00% | +15,163+715.2% | Added |
| Advisor Group Holdings, Inc. | 14,426 | $253.4K | 0.00% | −760−5.0% | Reduced |
| Waddell & Associates, LLC | 14,370 | $251.5K | 0.03% | +1,344+10.3% | Added |
| UBS Group AG | 12,407 | $217.9K | 0.00% | +642+5.5% | Added |
| Bank of America Corp | 4,682 | $82.2K | 0.00% | −793−14.5% | Reduced |
| US Bancorp | 4,000 | $70.3K | 0.00% | −800−16.7% | Reduced |
| Private Trust Co NA | 2,683 | $47.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 770 | $13.5K | 0.00% | +744+2,861.5% | Added |
| Rhumbline Advisers | 630 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $8.75K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 469 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 313 | $5.50K | 0.00% | +313 | New |
| Tucker Asset Management LLC | 300 | $5.25K | 0.00% | +300 | New |
| Tower Research Capital LLC (TRC) | 235 | $4.13K | 0.00% | +235 | New |
| Asset Dedication, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Steward Partners Investment Advisory, LLC | 141 | $2.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 25 | $438 | 0.00% | −200−88.9% | Reduced |
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −28,468−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |