Cross Timbers Royalty TrustCRT
13F holders, Q3 2024 (September 30)19holders −2
0new positions
2sold out
$10.52avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Mraz, Amerine & Associates, Inc. ($480K), UBS Group AG ($263K) and NewEdge Advisors, LLC ($218K).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $29K |
All 13F filers, Q2 2024 → Q3 2024: 11,610 shares bought and 31,528 shares sold, net −19,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Mraz, Amerine & Associates, Inc. | 0.09% | Reduce -1.5% | 45,876 | $480K |
| UBS Group AG | 0.00% | Add +76.9% | 24,876 | $263K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 20,777 | $218K |
| Susquehanna International Group, LLP | 0.00% | Add +3.3% | 17,119 | $181K |
| Morgan Stanley | 0.00% | Reduce -58.2% | 15,052 | $159K |
| LPL Financial LLC | 0.00% | Reduce -23.5% | 14,366 | $152K |
| Waddell & Associates, LLC | 0.02% | Add +1.8% | 14,020 | $147K |
| Bank of America Corp. | 0.00% | Reduce -58.5% | 1,665 | $18K |
| Wells Fargo & Company | 0.00% | No change | 1,014 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 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% | No change | 400 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 300 | $3K |
| Osaic Holdings, Inc. | 0.00% | No change | 269 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 200 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 152 | $2K |
| Signaturefd, LLC | 0.00% | No change | 120 | $1K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $136 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.