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 2025 vs. Q4 2024
How the institutions holding Mesa Royalty Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 11 | 12 | +1 |
| Shares | 313.7K | 329.1K | +15.4K (+4.9%) |
| Value | $1.86M | $2.05M | +$190.4K (+10.2%) |
New holders (2)
Institutions that held Mesa Royalty Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Welch Group, LLC | 16,370 | $98.4K | 0.00% |
| Allworth Financial LP | 35 | $185 | 0.00% |
Sold out (1)
Institutions that held Mesa Royalty Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Whittier Trust Co of Nevada Inc | 667 | $3.94K |