CRT Institutional Ownership
Cross Timbers Royalty Trust
1W: +3.8%
1M: +15.2%
3M: +39.4%
YTD: +82.3%
1Y: +82.1%
3Y: -9.1%
5Y: +41.7%
$14.11
-0.18 (-1.26%)
Pre-Market: $14.08 (-0.03, -0.21%)
Weekly Expected Move ±6.5%
$12
$13
$14
$15
$16
Credit Risk of going bust: not rated Debt: 0.0% of company value Bonds: none of note held by US funds details ▾
Not rated: no debt. Altman Z'' 9.33.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CRT
28
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$12M
Total Invested
5
New Positions
8
Increased
8
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SoftVest Advisors, LLC | 924,960 | $13M | +227,067 | +32.5% | 2Q | SEC ↗ |
| 2 | Ashton Thomas Private Wealth, LLC | 239,924 | $3M | +11,866 | +5.2% | 2Q | SEC ↗ |
| 3 | Beacon Pointe Advisors, LLC | 69,292 | $978K | +6,492 | +10.3% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 20,981 | $296K | +14,795 | +239.2% | 60Q | SEC ↗ |
| 5 | Welch Group, LLC | 16,652 | $235K | +1,800 | +12.1% | 2Q | SEC ↗ |
| 6 | WADDELL & ASSOCIATES, LLC | 15,914 | $225K | +144 | +0.9% | 18Q | SEC ↗ |
| 7 | XTX Topco Ltd NEW | 10,964 | $155K | — | +0.0% | 1Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 10,681 | $151K | — | +0.0% | 1Q | SEC ↗ |
| 9 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 10,657 | $150K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 7,550 | $107K | -12 | -0.2% | 47Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 1,982 | $28K | — | +0.0% | 100Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 1,800 | $25K | — | +0.0% | 2Q | SEC ↗ |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 814 | $11K | +107 | +15.1% | 2Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 735 | $10K | +34 | +4.9% | 26Q | SEC ↗ |
| 15 | MERCER GLOBAL ADVISORS INC /ADV NEW | 200 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 16 | FIRST HORIZON CORP NEW | 100 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 17 | BlackRock, Inc. | 17 | $0K | — | +0.0% | 6Q | SEC ↗ |
| 18 | CoreCap Advisors, LLC | 13 | $0K | — | +0.0% | 10Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 11 | $0K | — | +0.0% | 17Q | SEC ↗ |
| 20 | Caitong International Asset Management | 6 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 21 | ASSETMARK, INC | 3 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 22 | MARSHALL WACE, LLP | 0 | $0K | -11,026 | -100.0% | 1Q | SEC ↗ |
| 23 | Western Wealth Management, LLC | 0 | $0K | -217 | -100.0% | 1Q | SEC ↗ |
| 24 | Mraz, Amerine & Associates, Inc. | 0 | $0K | -10,900 | -100.0% | 51Q | SEC ↗ |
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | 0 | $0K | -10,000 | -100.0% | 8Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 0 | $0K | -38,861 | -100.0% | 1Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 0 | $0K | -205 | -100.0% | 1Q | SEC ↗ |
| 28 | RITHOLTZ WEALTH MANAGEMENT | 0 | $0K | -10,558 | -100.0% | 1Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 0 | $0K | -1,424 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| XTX Topco Ltd | 10,964 | $155K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,681 | $151K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,657 | $150K |
| MERCER GLOBAL ADVISORS INC /ADV | 200 | $3K |
| FIRST HORIZON CORP | 100 | $1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 38,861 | $548K |
| MARSHALL WACE, LLP | 11,026 | $156K |
| Mraz, Amerine & Associates, Inc. | 10,900 | $154K |
| RITHOLTZ WEALTH MANAGEMENT | 10,558 | $149K |
| PNC FINANCIAL SERVICES GROUP, INC. | 10,000 | $141K |
| BANK OF AMERICA CORP /DE | 1,424 | $20K |
| Western Wealth Management, LLC | 217 | $3K |
| ROYAL BANK OF CANADA | 205 | $3K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SoftVest Advisors, LLC | +227,067 | +32.5% | 924,960 |
| MORGAN STANLEY | +14,795 | +239.2% | 20,981 |
| Ashton Thomas Private Wealth, LLC | +11,866 | +5.2% | 239,924 |
| Beacon Pointe Advisors, LLC | +6,492 | +10.3% | 69,292 |
| Welch Group, LLC | +1,800 | +12.1% | 16,652 |
| WADDELL & ASSOCIATES, LLC | +144 | +0.9% | 15,914 |
| BNP PARIBAS FINANCIAL MARKETS | +107 | +15.1% | 814 |
| OSAIC HOLDINGS, INC. | +34 | +4.9% | 735 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -12 | -0.2% | 7,550 |