Mesa Royalty TrustMTR
13F holders, Q2 2025 (June 30)13holders +1
2new positions
1sold out
$5.54avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Mesa Royalty Trust (MTR) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($1.4M), Susquehanna International Group, LLP ($98K) and Welch Group, LLC ($88K).
- Company
- Mesa Royalty Trust
- Filed as
- MESA RTY TR (Q2 2025)
- CUSIP
- 590660106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $11K |
| Exits | 1 | $60K |
All 13F filers, Q1 2025 → Q2 2025: 2,002 shares bought and 23,298 shares sold, net −21,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -2.0% | 254,537 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -19.6% | 17,959 | $98K |
| Welch Group, LLC | 0.00% | No change | 16,370 | $88K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.9% | 12,347 | $68K |
| UBS Group AG | 0.00% | Reduce -6.0% | 2,766 | $15K |
| Spire Wealth Management | 0.00% | New | 1,500 | $8K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,300 | $7K |
| Raymond James Financial Inc. | 0.00% | New | 467 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 331 | $2K |
| US Bancorp \de | 0.00% | No change | 100 | $547 |
| Allworth Financial LP | 0.00% | Add +100.0% | 70 | $383 |
| Morgan Stanley | 0.00% | Reduce -72.1% | 56 | $312 |
| Wells Fargo & Company | 0.00% | No change | 1 | $5 |
"% of holder's portfolio" is MTR's weight in each manager's 13F, not the share of Mesa Royalty Trust the manager owns.