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 2024
Institutional positions in Cross Timbers Royalty Trust as of Sep 30, 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
- 19
- −2 vs. Q2 2024
- Shares held
- 158.1K
- −19.9K (−11.2%) vs. Q2 2024
- Total value
- $1.66M
- −$257.3K (−13.4%) vs. Q2 2024
- New holders
- 0
- 3 more added
- Sold out
- 2
- 6 more reduced
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Cross Timbers Royalty Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 45,876 | $480.3K | 0.09% | −706−1.5% | Reduced |
| UBS Group AG | 24,876 | $262.9K | 0.00% | +10,816+76.9% | Added |
| GWM Advisors LLC | 20,777 | $217.6K | 0.00% | −372−1.8% | Reduced |
| Susquehanna International Group, LLP | 17,119 | $180.9K | 0.00% | +545+3.3% | Added |
| Morgan Stanley | 15,052 | $159.1K | 0.00% | −20,934−58.2% | Reduced |
| LPL Financial LLC | 14,366 | $151.8K | 0.00% | −4,405−23.5% | Reduced |
| Waddell & Associates, LLC | 14,020 | $146.8K | 0.02% | +249+1.8% | Added |
| Bank of America Corp | 1,665 | $17.6K | 0.00% | −2,352−58.6% | Reduced |
| Wells Fargo & Company | 1,014 | $10.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 750 | $7.85K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 630 | $6.66K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 500 | $5.24K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 400 | $4.23K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 300 | $3.00K | 0.00% | −75−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 269 | $2.84K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 152 | $1.61K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 120 | $1.26K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $136 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |