MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
1,868,930
Total 13F shares
329,098
Share change
+15,419
Total reported value
$2,051,087
Price per share
$6.22
Number of holders
11
Value change
+$92,507
Number of buys
4
Number of sells
4

Institutional Holders of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) as of Q1 2025

As of 31 Mar 2025, MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 329,098 shares. The largest 10 holders included Ashton Thomas Private Wealth, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Welch Group, LLC, OSAIC HOLDINGS, INC., Mraz, Amerine & Associates, Inc., UBS Group AG, JPMORGAN CHASE & CO, CHILTON CAPITAL MANAGEMENT LLC, MORGAN STANLEY, and US BANCORP \DE\. This page lists 11 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
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.