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.
Q1 2024 vs. Q4 2023
How the institutions holding Mesa Royalty Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 14 | 11 | −3 |
| Shares | 236.8K | 172.6K | −64.1K (−27.1%) |
| Value | $3.12M | $1.83M | −$1.28M (−41.2%) |
New holders (1)
Institutions that held Mesa Royalty Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 667 | $7.08K | 0.00% |
Sold out (4)
Institutions that held Mesa Royalty Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Significant Wealth Partners LLC | 42,099 | $549.4K |
| Citadel Advisors LLC | 17,460 | $230.5K |
| Macroview Investment Management LLC | 263 | $3.43K |
| Creekmur Asset Management LLC | 100 | $1.32K |