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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| Signaturefd, LLC | 25 | $438 | 0.00% | −200−88.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 141 | $2.48K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $4.00K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 235 | $4.13K | 0.00% | +235 | New |
| Tucker Asset Management LLC | 300 | $5.25K | 0.00% | +300 | New |
| Advisory Services Network, LLC | 313 | $5.50K | 0.00% | +313 | New |
| Royal Bank of Canada | 469 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $8.75K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 630 | $11.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 770 | $13.5K | 0.00% | +744+2,861.5% | Added |
| Chilton Capital Management LLC | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,683 | $47.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,000 | $70.3K | 0.00% | −800−16.7% | Reduced |
| Bank of America Corp | 4,682 | $82.2K | 0.00% | −793−14.5% | Reduced |
| UBS Group AG | 12,407 | $217.9K | 0.00% | +642+5.5% | Added |
| Waddell & Associates, LLC | 14,370 | $251.5K | 0.03% | +1,344+10.3% | Added |
| Advisor Group Holdings, Inc. | 14,426 | $253.4K | 0.00% | −760−5.0% | Reduced |
| Morgan Stanley | 17,283 | $303.6K | 0.00% | +15,163+715.2% | Added |
| Navellier & Associates Inc | 20,622 | $362.2K | 0.05% | +20,622 | New |
| LPL Financial LLC | 20,724 | $364.0K | 0.00% | +231+1.1% | Added |
| GWM Advisors LLC | 24,160 | $431.1K | 0.00% | −1,636−6.3% | Reduced |
| Significant Wealth Partners LLC | 49,481 | $865.9K | 0.63% | +49,481 | New |
| Mraz, Amerine & Associates, Inc. | 58,041 | $1.02M | 0.21% | −28,596−33.0% | Reduced |
| Beacon Pointe Advisors, LLC | 71,300 | $1.25M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 265,822 | $4.65M | 0.02% | 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 |