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 | 01/29/2026 | 244.54 K | $1.07 M | -2.00% | 13.12% |
| WELCH GROUP, LLC | 01/26/2026 | 16.37 K | $68.59 K | 0.00% | 0.88% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 12.06 K | $52.09 K | 0.63% | 0.65% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.30 K | $5.62 K | 0.00% | 0.07% |
| UBS GROUP AG | 01/29/2026 | 911 | $3.94 K | -50.92% | 0.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 508 | $2.20 K | 0.00% | 0.03% |
| CHILTON CAPITAL MANAGEMENT LLC | 02/12/2026 | 331 | $1.39 K | 0.00% | 0.02% |
| MORGAN STANLEY | 02/13/2026 | 302 | $1.31 K | 15,000.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 116 | $501 | 100.00% | 0.01% |
| US BANCORP \DE\ | 01/30/2026 | 100 | $432 | 0.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Mesa Royalty Trust institutional Ownership - FAQ's
During the previous two years, 17 institutional investors and hedge funds held shares of Mesa Royalty Trust. The most heavily invested institutionals were:
Ashton Thomas Private Wealth, LLC: 244,537
Welch Group, LLC: 16,370
ADVISOR GROUP HOLDINGS, INC.: 12,057
JPMORGAN CHASE & CO: 1,300
UBS Group AG: 911
WELLS FARGO & COMPANY/MN: 508
14.84% of Mesa Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 284.21 K shares in the last 24 months. This purchase volume represents approximately $1.45 M in transactions.