MTR Institutional Ownership
Mesa Royalty Trust
1W: -1.0%
1M: -19.6%
3M: -33.5%
YTD: -54.5%
1Y: -60.3%
3Y: -84.4%
5Y: -60.9%
$1.93
-0.03 (-1.41%)
Weekly Expected Move ±6.6%
$2
$2
$2
$2
$2
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'' 32.28.
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 — MTR
13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
2
New Positions
5
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | 234,323 | $451K | -5,214 | -2.2% | 7Q | SEC ↗ |
| 2 | Welch Group, LLC | 22,570 | $43K | +6,200 | +37.9% | 6Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 14,789 | $28K | +2,614 | +21.5% | 2Q | SEC ↗ |
| 4 | McGowan Group Asset Management, Inc. | 13,115 | $25K | +4 | +0.0% | 2Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 9,855 | $19K | -46 | -0.5% | 9Q | SEC ↗ |
| 6 | CWM, LLC NEW | 7,196 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 7 | MORGAN STANLEY | 3,941 | $8K | -1,261 | -24.2% | 51Q | SEC ↗ |
| 8 | US BANCORP \DE NEW | 3,341 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,300 | $3K | — | +0.0% | 12Q | SEC ↗ |
| 10 | UBS Group AG | 550 | $1K | -60 | -9.8% | 47Q | SEC ↗ |
| 11 | BNP PARIBAS FINANCIAL MARKETS NEW | 460 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 12 | CHILTON CAPITAL MANAGEMENT LLC | 331 | $1K | — | +0.0% | 14Q | SEC ↗ |
| 13 | HARBOUR INVESTMENTS, INC. | 118 | $0K | +1 | +0.9% | 3Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 52Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 7,196 | $14K |
| US BANCORP \DE | 3,341 | $6K |
| BNP PARIBAS FINANCIAL MARKETS | 460 | $1K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Welch Group, LLC | +6,200 | +37.9% | 22,570 |
| CITADEL ADVISORS LLC | +2,614 | +21.5% | 14,789 |
| McGowan Group Asset Management, Inc | +4 | +0.0% | 13,115 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.9% | 118 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | -5,214 | -2.2% | 234,323 |
| MORGAN STANLEY | -1,261 | -24.2% | 3,941 |
| UBS Group AG | -60 | -9.8% | 550 |
| OSAIC HOLDINGS, INC. | -46 | -0.5% | 9,855 |