Mesa Royalty TrustMTR
13F holders, Q3 2025 (September 30)10holders −3
0new positions
3sold out
$5.38avg. 13F price*
At the end of Q3 2025, 10 institutions reported holding Mesa Royalty Trust (MTR) in their 13F filings, down 3 from Q2 2025. 0 opened new positions and 3 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($1.3M), Susquehanna International Group, LLP ($103K) and Welch Group, LLC ($86K).
- Company
- Mesa Royalty Trust
- Filed as
- MESA RTY TR (Q3 2025)
- CUSIP
- 590660106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $11K |
All 13F filers, Q2 2025 → Q3 2025: 1,834 shares bought and 8,367 shares sold, net −6,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -2.0% | 249,537 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +7.4% | 19,286 | $103K |
| Welch Group, LLC | 0.00% | No change | 16,370 | $86K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 11,981 | $66K |
| UBS Group AG | 0.00% | Reduce -32.9% | 1,856 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,300 | $7K |
| Wells Fargo & Company | 0.00% | Add +50700.0% | 508 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 331 | $2K |
| US Bancorp \de | 0.00% | No change | 100 | $535 |
| Morgan Stanley | 0.00% | Reduce -96.4% | 2 | $12 |
"% of holder's portfolio" is MTR's weight in each manager's 13F, not the share of Mesa Royalty Trust the manager owns.