Cross Timbers Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MRAZ, AMERINE & ASSOCIATES, INC. | 02/06/2026 | 36.30 K | $286.78 K | 0.00% | 0.61% |
| WADDELL & ASSOCIATES, LLC | 02/11/2026 | 15.42 K | $121.79 K | 1.72% | 0.26% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 14.03 K | $111.54 K | 23.30% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 10.44 K | $82.99 K | -62.89% | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 10.00 K | $79.50 K | 0.00% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 8.12 K | $64.59 K | 19.38% | 0.14% |
| MORGAN STANLEY | 02/13/2026 | 4.44 K | $35.28 K | -85.57% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.98 K | $15.76 K | 0.05% | 0.03% |
| BLACKROCK, INC. | 02/12/2026 | 17 | $132 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 13 | $103 | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 11 | $87 | 0.00% | 0.00% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Cross Timbers Royalty Trust institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of Cross Timbers Royalty Trust. The most heavily invested institutionals were:
Mraz, Amerine & Associates, Inc.: 36,301
WADDELL & ASSOCIATES, LLC: 15,417
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 14,030
PNC FINANCIAL SERVICES GROUP, INC.: 10,000
UBS Group AG: 8,124
MORGAN STANLEY: 4,437
0.14% of Cross Timbers Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 359.69 K shares in the last 24 months. This purchase volume represents approximately $3.10 M in transactions.