Cross Timbers Royalty Trust (CRT) Ownership

16.79 ↑0.14 (0.84%)
As of Market Close on May 17th, 2022.

Institutional Ownership

CapTrust Financial Advisors is the biggest individual institutional holder of Cross Timbers Royalty Trust (CRT), owning a total of 266 thousand shares. Combined, the top 85 institutional holders of CRT own 42.80% of the company with a total of 2.6 million shares.

In the latest ownership report, the top 85 institutional holders have increased their combined ownership of CRT by 13 thousand shares, a 0.51% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
CapTrust Financial Advisors4.430%0.000%265,82202021-06-30
CapTrust Financial Advisors4.430%0.000%265,82202021-12-31
CapTrust Financial Advisors4.430%0.000%265,82202021-03-31
CapTrust Financial Advisors4.430%0.000%265,82202021-09-30
FMR Inc2.417%0.000%144,99102021-06-30
FMR Inc2.417%0.000%144,99102021-03-31
Mraz, Amerine & Associates, Inc1.717%-2.621%103,005-2,7722021-03-31
Mraz, Amerine & Associates, Inc1.708%-0.507%102,483-5222021-06-30
Mraz, Amerine & Associates, Inc1.704%0.101%102,2071032021-12-31
Mraz, Amerine & Associates, Inc1.702%-0.370%102,104-3792021-09-30
FMR Inc1.417%0.000%85,00002021-12-31
FMR Inc1.417%-41.376%85,000-59,9912021-09-30
Wells Fargo & Co1.153%87.959%69,20132,3842021-09-30
Morgan Stanley - Brokerage Accounts0.944%308.951%56,65642,8022021-03-31
Morgan Stanley - Brokerage Accounts0.857%-9.249%51,416-5,2402021-06-30
Morgan Stanley - Brokerage Accounts0.801%547.561%48,06240,6402021-12-31
Capital Analysts Inc.0.693%0.000%41,55941,5592021-03-31
Wells Fargo & Co0.614%42.019%36,81710,8932021-06-30
Wells Fargo & Co0.432%-2.196%25,924-5822021-03-31
Wells Fargo & Co0.425%-63.147%25,503-43,6982021-12-31
Essex Financial Services, Inc.0.370%23.552%22,2014,2322021-09-30
California Public Employees Retrmnt Sys0.345%-1.096%20,671-2292021-03-31
Advisor Group Holdings, Inc.0.319%-2.673%19,116-5252021-03-31
CWA Asset Management Group, LLC0.311%-13.991%18,682-3,0392021-03-31
Advisor Group Holdings, Inc.0.302%-5.221%18,118-9982021-06-30
Essex Financial Services, Inc.0.300%0.000%17,96917,9692021-06-30
Advisor Group Holdings, Inc.0.294%-2.782%17,614-5042021-09-30
Advisor Group Holdings, Inc.0.281%-4.298%16,857-7572021-12-31
CWA Asset Management Group, LLC0.223%-28.364%13,383-5,2992021-06-30
UBS Group AG0.205%0.000%12,28702021-12-31
UBS Group AG0.205%-3.343%12,287-4252021-03-31
UBS Group AG0.205%0.000%12,28702021-06-30
Virtu Financial LLC0.174%0.000%10,41910,4192021-03-31
Morgan Stanley - Brokerage Accounts0.124%-85.565%7,422-43,9942021-09-30
Carroll Financial Associates Inc0.105%0.000%6,2906,2902021-03-31
Bank of America Corp0.073%0.000%4,39802021-06-30
Bank of America Corp0.073%0.000%4,39802021-03-31
Bank of America Corp0.070%-4.184%4,214-1842021-09-30
Bank of America Corp0.069%-2.373%4,114-1002021-12-31
Bessemer Group Inc0.050%0.000%3,0003,0002021-06-30
Spire Wealth Management0.032%0.000%1,92202021-06-30
Spire Wealth Management0.032%0.000%1,92202021-09-30
Spire Wealth Management0.032%0.000%1,92202021-12-31
Spire Wealth Management0.032%0.000%1,9221,9222021-03-31
Steward Partners Investment Advisory, LLC0.023%0.000%1,4001,4002021-03-31
HARBOUR INVESTMENTS, INC.0.020%0.000%1,2001,2002021-06-30
HARBOUR INVESTMENTS, INC.0.020%0.000%1,20002021-12-31
HARBOUR INVESTMENTS, INC.0.020%0.000%1,20002021-09-30
HARBOUR INVESTMENTS, INC.0.020%0.000%1,2001,2002021-03-31
Geneos Wealth Management Inc0.018%0.000%1,06802021-06-30
Geneos Wealth Management Inc0.018%0.000%1,06802021-09-30
Geneos Wealth Management Inc0.018%0.000%1,06802021-03-31
Geneos Wealth Management Inc0.018%0.000%1,06802021-12-31
Arkadios Wealth Advisors0.017%0.000%1,0001,0002021-09-30
Crédit Agricole S.A.0.017%0.000%1,00002021-06-30
Cullen/Frost Bankers Inc0.017%0.000%1,00202021-12-31
Cullen/Frost Bankers Inc0.017%0.000%1,00202021-06-30
Crédit Agricole S.A.0.017%0.000%1,0001,0002021-03-31
Cullen/Frost Bankers Inc0.017%0.000%1,00202021-09-30
Cullen/Frost Bankers Inc0.017%0.000%1,00202021-03-31
JPMorgan Chase & Co0.015%0.000%90002021-06-30
JPMorgan Chase & Co0.015%0.000%90002021-09-30
JPMorgan Chase & Co0.015%0.000%90002021-03-31
JPMorgan Chase & Co0.015%0.000%90002021-12-31
AIG Financial Advisors Inc0.014%0.000%82402021-03-31
Royal Bank of Canada0.009%0.000%5585582021-09-30
Hexagon Capital Partners LLC0.008%0.000%50002021-03-31
Hexagon Capital Partners LLC0.008%0.000%50002021-09-30
Hexagon Capital Partners LLC0.008%0.000%50002021-12-31
Hexagon Capital Partners LLC0.008%0.000%50002021-06-30
Advisory Services Network, LLC0.008%0.000%4634632021-06-30
BIVIN & ASSOCIATES, INC.0.007%0.000%4004002021-12-31
Dividend Assets Capital, LLC0.004%0.000%26202021-06-30
Tower Research Capital LLC0.003%0.000%2002002021-09-30
PSI Advisors, LLC0.002%0.000%1301302021-09-30
SignatureFD, LLC0.002%0.000%1001002021-09-30
SignatureFD, LLC0.002%0.000%10002021-12-31
Widmann Financial Services, Inc.0.000%0.000%25252021-12-31
Krs Capital Management, LLC0.000%0.000%23232021-12-31
Royal Bank of Canada0.000%-100.000%0-5582021-12-31
CWA Asset Management Group, LLC0.000%-100.000%0-13,3832021-09-30
Tower Research Capital LLC0.000%-100.000%0-2002021-12-31
Dividend Assets Capital, LLC0.000%-100.000%0-2622021-09-30
Essex Financial Services, Inc.0.000%-100.000%0-22,2012021-12-31
Arkadios Wealth Advisors0.000%-100.000%0-1,0002021-12-31

Mutual Fund Ownership

Fidelity NorthStar Sr F is the biggest individual fund holder of Cross Timbers Royalty Trust (CRT), owning a total of 85 thousand shares. Combined, the top 60 mutual fund holders of CRT own 9.95% of the company with a total of 597 thousand shares.

In the latest ownership report, the top 60 mutual funds have decreased their combined ownership of CRT by 3 thousand shares, a 0.54% decrease from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fidelity NorthStar Sr F1.417%0.000%85,00002021-06-30
Fidelity NorthStar Sr F1.417%0.000%85,00002021-12-31
Fidelity NorthStar Sr F1.417%0.000%85,00002021-03-31
Fidelity NorthStar Sr F1.417%0.000%85,00002021-09-30
Fidelity Global Intrinsic Value Cl F50.942%0.000%56,50402021-06-30
Fidelity Global Intrinsic Value Cl F50.942%0.000%56,50402021-03-31
Fidelity Global Intrinsic Val CN Cl F0.394%-0.131%23,664-312021-03-31
Fidelity Global Intrinsic Val CN Cl F0.394%-0.203%23,653-482021-06-30
Fidelity NorthStar Balanced Sr F50.235%-4.043%14,073-5932021-03-31
Fidelity NorthStar Balanced Sr F50.230%-2.054%13,783-2892021-06-30
Fidelity NorthStar Balanced Sr F50.224%0.389%13,433522021-12-31
Fidelity NorthStar Balanced Sr F50.223%-2.917%13,381-4022021-09-30
Fidelity Global Growth and Value Cl P50.051%0.296%3,05192021-03-31
Fidelity Global Growth and Value Cl P50.051%0.000%3,05302021-06-30
Fidelity American Balanced Fund F0.042%-4.989%2,533-1332021-03-31
Fidelity Balanced Private Pool Cl B0.040%-1.203%2,381-292021-02-28
Fidelity American Balanced Fund F0.038%-9.037%2,305-2292021-06-30
Fidelity Balanced Private Pool Cl B0.038%-4.074%2,284-972021-05-31
Fidelity NorthStar Bal Ccy Netrl Sr F0.036%1.493%2,175322021-06-30
Fidelity NorthStar Bal Ccy Netrl Sr F0.036%-1.206%2,130-262021-03-31
Fidelity NorthStar Bal Ccy Netrl Sr F0.035%-1.880%2,088-402021-12-31
Fidelity NorthStar Bal Ccy Netrl Sr F0.035%-2.070%2,082-442021-09-30
Fidelity Bal Income Private Pool Cl B0.031%0.323%1,86262021-02-28
Fidelity Bal Income Private Pool Cl B0.030%-4.567%1,776-852021-05-31
USAA Extended Market Index0.016%-2.985%975-302021-03-31
USAA Extended Market Index0.016%-2.974%946-292021-06-30
USAA Extended Market Index0.015%-4.757%901-452021-09-30
USAA Extended Market Index0.015%-2.997%874-272021-12-31
USAA Extended Market Index0.014%-2.860%849-252022-03-31
Fidelity Global Monthly Income Ser F0.013%-20.544%789-2042021-03-31
Fidelity Bal Mgd Risk Portfolio P10.012%-10.683%719-862021-03-31
Fidelity Asset Allocation Pvt Pl F0.011%11.364%686702021-03-31
Fidelity Asset Allocation Pvt Pl F0.011%-5.102%651-352021-06-30
Fidelity Bal Mgd Risk Portfolio P10.011%-10.988%640-792021-06-30
Fidelity Glb Ast Allc Priv Pl S80.009%2.825%546152021-03-31
Fidelity Glb Ast Allc Priv Pl S80.008%-12.088%480-662021-06-30
Fidelity Cnsrv Mgd Risk Port P10.008%-0.215%464-12021-03-31
Fidelity Cnsrv Mgd Risk Port P10.007%-15.699%392-732021-06-30
Fidelity Glb Gr and Val CcyNetrl Cl P3T50.005%0.952%31832021-06-30
Fidelity Glb Gr and Val CcyNetrl Cl P50.005%0.952%31832021-06-30
Fidelity American Bal Ccy Netrl Sr P10.005%-3.323%320-112021-03-31
Fidelity Glb Gr and Val CcyNetrl Cl P50.005%-0.955%311-32021-03-31
Fidelity American Bal Ccy Netrl Sr P10.005%0.000%30802021-06-30
Fidelity Global Intrinsic Value P50.004%129.358%2501412021-07-31
Fidelity Balanced Ccy Netrl Priv Pool F50.003%-8.482%205-192021-02-28
Wilshire 5000 Index Instl0.003%0.000%20002021-10-31
Wilshire 5000 Index Instl0.003%0.000%20002021-09-30
Wilshire 5000 Index Instl0.003%0.000%20002021-11-30
Fidelity Bal Inc Ccy Netrl Priv Pool F0.003%-5.314%196-112021-02-28
Wilshire 5000 Index Instl0.003%0.000%20002021-06-30
Wilshire 5000 Index Instl0.003%0.000%20002021-08-31
Wilshire 5000 Index Instl0.003%0.000%20002021-07-31
Fidelity Balanced Ccy Netrl Priv Pool F50.003%-7.805%189-162021-05-31
Fidelity Bal Inc Ccy Netrl Priv Pool F0.003%-8.122%181-162021-05-31
Fidelity Conservative Income Fund F80.002%-6.897%108-82021-06-30
Fidelity Cnsrv Income Priv Pool F80.002%-7.407%100-82021-06-30
Fidelity Global Monthly Income Ser F0.001%-89.861%80-7092021-06-30
Fidelity Asset Allocation CN Pvt Pl F50.001%-5.405%70-42021-06-30
Fidelity Tactical Strategies Series F0.001%-9.259%49-52021-06-30
Fidelity Global Mthly Inc CcyNetrl P10.000%0.000%302021-06-30

Discussions

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bulls_only

$CRT the future is so bright .. I gotta wear shades..

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bullorbear

$CRT breaking out of this wedge sooner than later

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