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Get Institutions for : 
Cross Timbers Royalty Trust (CRT)  
$14.16 0.12 (0.84%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    0
Total shares held : 
 584,286  
% of shares held : 
 9.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -21,810  
% of shares held change : 
   -0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.06  
Last Quarter's Ending Price : 
 $17.56  
Last Quarter's Average Price : 
 $18.66  
Change from last quarter's     
avg. price to the last closing  : 
4.50 (24.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 21,136
 3.62%
 
Increased Positions :
6
 18,359
 3.14%
 
Unchanged Positions :
11
 392,027
 67.1%
 
Decreased Positions :
6
-32,785
-5.61%
 
Closed Positions :
4
-28,520
-4.88%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Beacon Pointe Advisors LLC 707 - 2024-03-31 71,300 $929,000 0
   MRAZ, AMERINE & ASSOCIATES, INC. 100 - 2024-03-31 51,111 $666,000 -6,930
   MORGAN STANLEY 5218 - 2024-03-31 30,793 $402,000 13,510
   Goss Wealth Management LLC 1610 - 2024-03-31 23,682 $309,000 -478
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4082 *New 2024-03-31 22,106 $288,000 22,106
   LPL FINANCIAL CORP 4269 - 2024-03-31 18,365 $239,000 -2,359
   UBS Group AG 4655 - 2024-03-31 16,114 $210,000 3,707
   WADDELL & ASSOCIATES LLC 136 - 2024-03-31 14,658 $191,000 288
   Advisor Group Holdings Inc. 3751 - 2024-03-31 13,651 $178,000 -775
   BANK OF AMERICA CORP /DE/ 5404 - 2024-03-31 4,691 $61,000 9
   PRIVATE TRUST CO NA 1226 - 2024-03-31 2,683 $35,000 0
   WELLS FARGO & CO/MN 5097 - 2024-03-31 989 $13,000 219
   RHUMBLINE ADVISERS 3848 - 2024-03-31 630 $8,000 0
   Hexagon Capital Partners LLC 938 - 2024-03-31 500 $7,000 0
   ROYAL BANK OF CANADA 5700 - 2024-03-31 469 $6,000 0
   TUCKER ASSET MANAGEMENT LLC 593 *New 2023-12-31 300 $5,000 300
   Asset Dedication LLC 850 - 2024-03-31 200 $3,000 0
   Steward Partners Investment Advisory LLC 3230 - 2024-03-31 141 $2,000 0
   ADVISORY SERVICES NETWORK, LLC 1825 *Closed 2024-03-31 0 $0 -313
   FMR LLC 4846 - 2024-03-31 1 $0 0
   SIGNATUREFD, LLC 3124 - 2024-03-31 25 $0 0
   US BANCORP 3902 *Closed 2024-03-31 0 $0 -4,000
   NAVELLIER & ASSOCIATES INC 343 *Closed 2024-03-31 0 $0 -20,622
   Global Retirement Partners LLC 3344 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 7636 - 2024-03-31 0 $0 0
   Significant Wealth Partners LLC 155 *Closed 2024-03-31 0 $0 -49,481
   CAPTRUST FINANCIAL ADVISORS 2325 *Closed 2024-03-31 0 $0 -265,822
   TOWER RESEARCH CAPITAL LLC 6281 *Closed 2024-03-31 0 $0 -235
   CHILTON CAPITAL MANAGEMENT LLC 663 *Closed 2024-03-31 0 $0 -1,000
  29 Records found
  1    
  Page 1 of 1
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