Mesa Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH, LLC | 11/04/2025 | 249.54 K | $1.34 M | -1.96% | 13.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 19.29 K | $103.08 K | 7.39% | 1.03% |
| WELCH GROUP, LLC | 10/14/2025 | 16.37 K | $85.94 K | 0.00% | 0.88% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 11.98 K | $66.36 K | -2.96% | 0.64% |
| UBS GROUP AG | 11/13/2025 | 1.86 K | $9.92 K | -32.90% | 0.10% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.30 K | $6.95 K | 0.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 508 | $2.72 K | 50,700.00% | 0.03% |
| CHILTON CAPITAL MANAGEMENT LLC | 10/31/2025 | 331 | $1.74 K | 0.00% | 0.02% |
| US BANCORP \DE\ | 11/12/2025 | 100 | $535 | 0.00% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 2 | $12 | -96.43% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 0 | $0 | -100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 0 | $0 | -100.00% | 0.00% |
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Mesa Royalty Trust institutional Ownership - FAQ's
During the previous two years, 14 institutional investors and hedge funds held shares of Mesa Royalty Trust. The most heavily invested institutionals were:
US BANCORP \DE\: 100
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 19,286
ADVISOR GROUP HOLDINGS, INC.: 11,981
JPMORGAN CHASE & CO: 1,300
WELLS FARGO & COMPANY/MN: 508
CHILTON CAPITAL MANAGEMENT LLC: 331
16.17% of Mesa Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 41.19 K shares in the last 24 months. This purchase volume represents approximately $189.87 K in transactions.