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.
Q4 2023 vs. Q3 2023
How the institutions holding Mesa Royalty Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 14 | 14 | 0 |
| Shares | 195.1K | 236.8K | +41.7K (+21.3%) |
| Value | $2.97M | $3.12M | +$150.8K (+5.1%) |
New holders (3)
Institutions that held Mesa Royalty Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Significant Wealth Partners LLC | 42,099 | $549.4K | 0.40% |
| Main Street Group, LTD | 100 | $1.32K | 0.00% |
| Creekmur Asset Management LLC | 100 | $1.32K | 0.00% |
Sold out (3)
Institutions that held Mesa Royalty Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 10,552 | $160.4K |
| Acadian Asset Management LLC | 2,079 | $31.0K |
| Creative Planning | 100 | $1.52K |