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, Q1 2024
Institutional positions in Cross Timbers Royalty Trust as of Mar 31, 2024. 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
- 21
- −6 vs. Q4 2023
- Shares held
- 272.1K
- −312.5K (−53.5%) vs. Q4 2023
- Total value
- $3.55M
- −$6.70M (−65.4%) vs. Q4 2023
- New holders
- 2
- 5 more added
- Sold out
- 8
- 4 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 71,300 | $929.0K | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 51,111 | $666.0K | 0.13% | −6,930−11.9% | Reduced |
| Morgan Stanley | 30,793 | $401.5K | 0.00% | +13,510+78.2% | Added |
| GWM Advisors LLC | 23,682 | $308.6K | 0.00% | −478−2.0% | Reduced |
| Susquehanna International Group, LLP | 22,106 | $288.3K | 0.00% | +22,106 | New |
| LPL Financial LLC | 18,365 | $239.5K | 0.00% | −2,359−11.4% | Reduced |
| UBS Group AG | 16,114 | $210.1K | 0.00% | +3,707+29.9% | Added |
| Waddell & Associates, LLC | 14,658 | $191.0K | 0.03% | +288+2.0% | Added |
| Advisor Group Holdings, Inc. | 13,651 | $178.0K | 0.00% | −775−5.4% | Reduced |
| Bank of America Corp | 4,691 | $61.2K | 0.00% | +9+0.2% | Added |
| Private Trust Co NA | 2,683 | $35.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 989 | $12.9K | 0.00% | +219+28.4% | Added |
| Rhumbline Advisers | 630 | $8.21K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $6.51K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 469 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 141 | $1.84K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 25 | $326 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $169 | 0.00% | +13 | New |
| FMR LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −265,822−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −49,481−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −20,622−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −235−100.0% | Sold out |