Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / Units of Beneficial Interest
-
Shares outstanding
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1.87M
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Number of holders
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14
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Total 13F shares, excl. options
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237K
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Shares change
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-10K
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Total reported value, excl. options
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$3.12M
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Value change
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-$157K
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Number of buys
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3
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Number of sells
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-4
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Price
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$13.20
Significant Holders of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) as of Q4 2023
17 filings reported holding MTR - MESA ROYALTY TRUST/TX - Units of Beneficial Interest as of Q4 2023.
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 237K shares
of 1.87M outstanding shares and own 12.67% of the company stock.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (105K shares), Significant Wealth Partners LLC (42.1K shares), McGowan Group Asset Management, Inc. (32.8K shares), MORGAN STANLEY (20.6K shares), CITADEL ADVISORS LLC (17.5K shares), Mraz, Amerine & Associates, Inc. (11.7K shares), UBS Group AG (3.22K shares), JTC Employer Solutions Trustee Ltd (2K shares), JPMORGAN CHASE & CO (1.3K shares), and CHILTON CAPITAL MANAGEMENT LLC (331 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.