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. | 11/06/2025 | 36.30 K | $273.71 K | -9.25% | 0.61% |
| MORGAN STANLEY | 11/14/2025 | 30.75 K | $231.89 K | -18.75% | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 28.13 K | $212.09 K | 100.00% | 0.47% |
| WADDELL & ASSOCIATES, LLC | 11/10/2025 | 15.16 K | $114.28 K | 0.88% | 0.25% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 11.38 K | $85.80 K | -57.30% | 0.19% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 11.00 K | $82.94 K | 0.00% | 0.18% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 10.22 K | $77.08 K | 0.68% | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 10.00 K | $75.40 K | -4.76% | 0.17% |
| UBS GROUP AG | 11/13/2025 | 6.81 K | $51.31 K | -70.16% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.78 K | $21.08 K | -15.81% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 2.10 K | $15.84 K | -41.60% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.98 K | $14.94 K | 0.51% | 0.03% |
| BLACKROCK, INC. | 11/12/2025 | 17 | $125 | -19.05% | 0.00% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 13 | $98 | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 11 | $83 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ASSET DEDICATION, LLC | 11/20/2025 | 0 | $0 | -100.00% | 0.00% |
| MIRACLE MILE ADVISORS, LLC | 10/20/2025 | 0 | $0 | -100.00% | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Cross Timbers Royalty Trust institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of Cross Timbers Royalty Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 30,754
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 28,128
WADDELL & ASSOCIATES, LLC: 15,156
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 11,379
SCOTIA CAPITAL INC.: 11,000
NewEdge Advisors, LLC: 10,222
2.78% of Cross Timbers Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 339.66 K shares in the last 24 months. This purchase volume represents approximately $2.88 M in transactions.