Mesa Royalty TrustMTR
13F holders, Q1 2025 (March 31)12holders +2
2new positions
1sold out
$6.23avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Mesa Royalty Trust (MTR) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($1.6M), Susquehanna International Group, LLP ($139K) and Welch Group, LLC ($98K).
- Company
- Mesa Royalty Trust
- Filed as
- MESA RTY TR (Q1 2025)
- CUSIP
- 590660106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $99K |
| Exits | 1 | $4K |
All 13F filers, Q4 2024 → Q1 2025: 21,211 shares bought and 5,790 shares sold, net +15,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -1.5% | 259,823 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +18.1% | 22,335 | $139K |
| Welch Group, LLC | 0.00% | New | 16,370 | $98K |
| Osaic Holdings, Inc. | 0.00% | Add +9.7% | 15,617 | $97K |
| Mraz, Amerine & Associates, Inc. | 0.01% | No change | 10,046 | $60K |
| UBS Group AG | 0.00% | Reduce -23.9% | 2,941 | $18K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,300 | $8K |
| Chilton Capital Management LLC | 0.00% | No change | 331 | $2K |
| Morgan Stanley | 0.00% | Reduce -50.0% | 201 | $1K |
| US Bancorp \de | 0.00% | No change | 100 | $622 |
| Allworth Financial LP | 0.00% | New | 35 | $185 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $3 |
"% of holder's portfolio" is MTR's weight in each manager's 13F, not the share of Mesa Royalty Trust the manager owns.