Cross Timbers Royalty TrustCRT
13F holders, Q1 2024 (March 31)21holders
$13.04avg. 13F price*
At the end of Q1 2024, 21 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings. The largest holders were Beacon Pointe Advisors, LLC ($929K), Mraz, Amerine & Associates, Inc. ($666K) and Morgan Stanley ($402K).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $288K |
| Exits | 8 | $6.0M |
Ownership 21 holders
| Beacon Pointe Advisors, LLC | 0.01% | No change | 71,300 | $929K |
| Mraz, Amerine & Associates, Inc. | 0.13% | Reduce -11.9% | 51,111 | $666K |
| Morgan Stanley | 0.00% | Add +78.2% | 30,793 | $402K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.0% | 23,682 | $309K |
| Susquehanna International Group, LLP | 0.00% | New | 22,106 | $288K |
| LPL Financial LLC | 0.00% | Reduce -11.4% | 18,365 | $239K |
| UBS Group AG | 0.00% | Add +29.9% | 16,114 | $210K |
| Waddell & Associates, LLC | 0.03% | Add +2.0% | 14,658 | $191K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.4% | 13,651 | $178K |
| Bank of America Corp. | 0.00% | Add +0.2% | 4,691 | $61K |
| Private Trust Co. NA | 0.00% | No change | 2,683 | $35K |
| Wells Fargo & Company | 0.00% | Add +28.4% | 989 | $13K |
| Rhumbline Advisers | 0.00% | No change | 630 | $8K |
| Hexagon Capital Partners LLC | 0.00% | No change | 500 | $7K |
| Royal Bank of Canada | 0.00% | No change | 469 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 200 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 141 | $2K |
| Signaturefd, LLC | 0.00% | No change | 25 | $326 |
| CoreCap Advisors, LLC | 0.00% | New | 13 | $169 |
| FMR LLC | 0.00% | No change | 1 | $13 |
| Global Retirement Partners, LLC | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.