Mesa Royalty Trust
MTR- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000313364
No open-market purchases or sales by Mesa Royalty Trust insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $944.6K in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding Mesa Royalty Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 14 | 16 | +2 |
| Shares | 187.9K | 189.9K | +1.91K (+1.0%) |
| Value | $3.02M | $4.67M | +$1.66M (+54.9%) |
New holders (4)
Institutions that held Mesa Royalty Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 20,848 | $513.3K | 0.00% |
| Fayez Sarofim & Co | 9,500 | $233.9K | 0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,029 | $25.3K | 0.00% |
| Macroview Investment Management LLC | 263 | $6.44K | 0.01% |
Sold out (2)
Institutions that held Mesa Royalty Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Essex Financial Services, Inc. | 16,727 | $268.5K |
| Advisory Services Network, LLC | 204 | $3.28K |