Q2 2024 13F Holders as of 6/30/2024
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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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12
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Total 13F shares, excl. options
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173K
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Shares change
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+555
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Total reported value, excl. options
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$1.52M
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Value change
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+$4.74K
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Number of buys
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3
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Number of sells
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-5
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Price
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$8.82
Significant Holders of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) as of Q2 2024
13 filings reported holding MTR - MESA ROYALTY TRUST/TX - Units of Beneficial Interest as of Q2 2024.
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 173K shares
of 1.87M outstanding shares and own 9.27% of the company stock.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (99.3K shares), McGowan Group Asset Management, Inc. (31.7K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (11.9K shares), Mraz, Amerine & Associates, Inc. (10.4K shares), OSAIC HOLDINGS, INC. (5.77K shares), MORGAN STANLEY (5.34K shares), UBS Group AG (4.31K shares), JTC Employer Solutions Trustee Ltd (2K shares), JPMORGAN CHASE & CO (1.3K shares), and WHITTIER TRUST CO OF NEVADA INC (667 shares).
This table shows the top 12 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.