Cross Timbers Royalty TrustCRT
13F holders, Q4 2024 (December 31)21holders +2
4new positions
2sold out
1famous investor
$9.87avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Cross Timbers Royalty Trust (CRT) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Beacon Pointe Advisors, LLC ($618K), Mraz, Amerine & Associates, Inc. ($398K) and Morgan Stanley ($315K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cross Timbers Royalty Trust
- CUSIP
- 22757R109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $899K |
| Exits | 2 | $10K |
All 13F filers, Q3 2024 → Q4 2024: 110,734 shares bought and 19,966 shares sold, net +90,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Beacon Pointe Advisors, LLC | 0.01% | New | 62,800 | $618K |
| Mraz, Amerine & Associates, Inc. | 0.07% | Reduce -11.8% | 40,481 | $398K |
| Morgan Stanley | 0.00% | Add +111.6% | 31,849 | $315K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 20,060 | $197K |
| Susquehanna International Group, LLP | 0.00% | Add +7.6% | 18,419 | $182K |
| LPL Financial LLC | 0.00% | Add +5.1% | 15,102 | $150K |
| Composition Wealth, LLC | 0.00% | New | 15,000 | $149K |
| Waddell & Associates, LLC | 0.01% | Add +2.5% | 14,371 | $141K |
| Citadel Advisors | 0.00% | New | 13,379 | $132K |
| UBS Group AG | 0.00% | Reduce -51.9% | 11,965 | $118K |
| Bank of America Corp. | 0.00% | Add +18.7% | 1,976 | $20K |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 1,001 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 750 | $7K |
| Hexagon Capital Partners LLC | 0.00% | No change | 500 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 400 | $4K |
| 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 |
| Valued Wealth Advisors LLC | 0.00% | New | 60 | $595 |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $128 |
"% of holder's portfolio" is CRT's weight in each manager's 13F, not the share of Cross Timbers Royalty Trust the manager owns.