Cross Timbers Royalty TrustCRT
13F holders, Q2 2024 (June 30)21holders
2new positions
2sold out
$10.79avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Mraz, Amerine & Associates, Inc. ($502K), Morgan Stanley ($389K) and NewEdge Advisors, LLC ($228K).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 2 | $929K |
All 13F filers, Q1 2024 → Q2 2024: 6,880 shares bought and 100,986 shares sold, net −94,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Mraz, Amerine & Associates, Inc. | 0.10% | Reduce -8.9% | 46,582 | $502K |
| Morgan Stanley | 0.00% | Add +16.9% | 35,986 | $389K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.7% | 21,149 | $228K |
| LPL Financial LLC | 0.00% | Add +2.2% | 18,771 | $203K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.0% | 16,574 | $179K |
| UBS Group AG | 0.00% | Reduce -12.8% | 14,060 | $152K |
| Waddell & Associates, LLC | 0.02% | Reduce -6.0% | 13,771 | $148K |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 4,017 | $43K |
| Private Trust Co. NA | 0.00% | No change | 2,683 | $29K |
| Wells Fargo & Company | 0.00% | Add +2.5% | 1,014 | $11K |
| Larson Financial Group LLC | 0.00% | New | 750 | $8K |
| Rhumbline Advisers | 0.00% | No change | 630 | $7K |
| Hexagon Capital Partners LLC | 0.00% | No change | 500 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 400 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 375 | $4K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.0% | 269 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 200 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.8% | 152 | $2K |
| Signaturefd, LLC | 0.00% | Add +380.0% | 120 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $140 |
| FMR LLC | 0.00% | No change | 1 | $11 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.