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Get Institutions for : 
Cross Timbers Royalty Trust (CRT)  
$13.23 0.05 (0.38%) as of 4:30 Wed 5/1


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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  : 
5.43 (29.1%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPTRUST FINANCIAL ADVISORS 582 - 2023-12-31 265,822 $4,652,000 0
   Beacon Pointe Advisors LLC 591 - 2023-12-31 71,300 $1,248,000 0
   MRAZ, AMERINE & ASSOCIATES, INC. 77 - 2023-12-31 58,041 $1,016,000 -28,596
   Significant Wealth Partners LLC 47 - 2023-12-31 49,481 $866,000 0
   Goss Wealth Management LLC 1347 - 2023-12-31 24,160 $431,000 -1,636
   LPL FINANCIAL CORP 3859 - 2023-12-31 20,724 $364,000 231
   NAVELLIER & ASSOCIATES INC 248 *New 2023-12-31 20,622 $362,000 20,622
   MORGAN STANLEY 5359 - 2023-12-31 17,283 $304,000 15,163
   Advisor Group Holdings Inc. 3701 - 2023-12-31 14,426 $253,000 -760
   WADDELL & ASSOCIATES LLC 130 - 2023-12-31 14,370 $251,000 1,344
   UBS Group AG 4514 - 2023-12-31 12,407 $218,000 642
   BANK OF AMERICA CORP /DE/ 5354 - 2023-12-31 4,682 $82,000 -793
   US BANCORP 2479 - 2023-12-31 4,000 $70,000 -800
   PRIVATE TRUST CO NA 1226 - 2024-03-31 2,683 $35,000 0
   CHILTON CAPITAL MANAGEMENT LLC 436 - 2023-12-31 1,000 $18,000 0
   WELLS FARGO & CO/MN 5054 - 2023-12-31 770 $14,000 744
   RHUMBLINE ADVISERS 3795 - 2023-12-31 630 $11,000 0
   ROYAL BANK OF CANADA 5836 - 2023-12-31 469 $8,000 0
   Hexagon Capital Partners LLC 938 - 2024-03-31 500 $7,000 0
   TUCKER ASSET MANAGEMENT LLC 593 *New 2023-12-31 300 $5,000 300
   ADVISORY SERVICES NETWORK, LLC 3064 *New 2023-12-31 313 $5,000 313
   TOWER RESEARCH CAPITAL LLC 5011 - 2023-12-31 235 $4,000 235
   Asset Dedication LLC 850 - 2024-03-31 200 $3,000 0
   Steward Partners Investment Advisory LLC 3175 - 2023-12-31 141 $2,000 0
   PROEQUITIES INC. 6013 - 2023-12-31 0 $0 0
   SIGNATUREFD, LLC 3096 - 2023-12-31 25 $0 -200
   CITADEL ADVISORS LLC 6006 *Closed 2023-12-31 0 $0 -28,468
   Global Retirement Partners LLC 3344 - 2024-03-31 1 $0 0
   FMR LLC 5590 *New 2023-12-31 1 $0 1
  29 Records found
  1    
  Page 1 of 1
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