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

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Units of Beneficial Interest
Shares outstanding
1,868,930
Total 13F shares
301,271
Share change
-6,532
Total reported value
$1,620,681
Price per share
$5.35
Number of holders
10
Value change
-$35,470
Number of buys
2
Number of sells
7

Institutional Holders of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) as of Q3 2025

As of 30 Sep 2025, MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 301,271 shares. The largest 10 holders included Ashton Thomas Private Wealth, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Welch Group, LLC, OSAIC HOLDINGS, INC., UBS Group AG, JPMORGAN CHASE & CO, WELLS FARGO & COMPANY/MN, CHILTON CAPITAL MANAGEMENT LLC, US BANCORP \DE\, and MORGAN STANLEY. This page lists 10 institutional shareholders reporting positions in this security for the Q3 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.