CROSS TIMBERS RTY TR CRT
TR UNIT · Royalty Trst · CUSIP 22757R109
- SectorFinancials
- IndustryOil Royalty Traders
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $12.88.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 24 |
| Q4 2022 | 29 |
| Q1 2023 | 28 |
| Q2 2023 | 26 |
| Q3 2023 | 25 |
| Q4 2023 | 28 |
| Q1 2024 | 22 |
| Q2 2024 | 22 |
| Q3 2024 | 20 |
| Q4 2024 | 22 |
| Q1 2025 | 19 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 11 | 12 |
| Q3 2023 | 8 | 6 |
| Q4 2023 | 11 | 10 |
| Q1 2024 | 7 | 12 |
| Q2 2024 | 6 | 11 |
| Q3 2024 | 3 | 8 |
| Q4 2024 | 9 | 6 |
| Q1 2025 | 8 | 9 |
Biggest buyers
| UBS Group AG | Added | +10.7k |
| PNC Financial Services Group, Inc. | Added | +10.0k |
| Composition Wealth, LLC | Added | +3.0k |
| OSAIC HOLDINGS, INC. | Added | +2.2k |
| WELLS FARGO & COMPANY/MN | Added | +1.0k |
| WADDELL & ASSOCIATES, LLC | Added | +278 |
| BlackRock, Inc. | New | +21 |
| BANK OF AMERICA CORP /DE/ | Added | +8 |
Biggest sellers
| Beacon Pointe Advisors, LLC | Sold out | -62.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -18.4k |
| CITADEL ADVISORS LLC | Sold out | -13.4k |
| MORGAN STANLEY | Reduced | -9.7k |
| NewEdge Advisors, LLC | Reduced | -8.9k |
| LPL Financial LLC | Reduced | -4.1k |
| Mraz, Amerine & Associates, Inc. | Reduced | -480 |
| Steward Partners Investment Advisory, LLC | Reduced | -141 |
| Valued Wealth Advisors LLC | Sold out | -60 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SoftVest Advisors, LLC 13G · institution +1.2 pts · filed 2026-07-09 | 15.4% |
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Mraz, Amerine & Associates, Inc. 0.08% of their portfolio | 40.0k $484.0k | Reduced -480 |
| UBS Group AG 0.00% of their portfolio | 22.7k $298.7k | Added +10.7k |
| MORGAN STANLEY 0.00% of their portfolio | 22.2k $291.7k | Reduced -9.7k |
| Composition Wealth, LLC 0.00% of their portfolio | 18.0k $237.1k | Added +3.0k |
| WADDELL & ASSOCIATES, LLC 0.02% of their portfolio | 14.6k $191.3k | Added +278 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 11.2k $145.7k | Reduced -8.9k |
| LPL Financial LLC 0.00% of their portfolio | 11.0k $145.5k | Reduced -4.1k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 10.4k $137.0k | Added +10.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.5k $33.1k | Added +2.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.0k $26.4k | Added +1.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.0k $26.1k | Added +8 |
| Larson Financial Group LLC 0.00% of their portfolio | 750 $9.8k | Unchanged |
| Hexagon Capital Partners LLC 0.00% of their portfolio | 500 $6.5k | Unchanged |
| Asset Dedication, LLC 0.00% of their portfolio | 200 $2.6k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 120 $1.6k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 21 $272 | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 13 $170 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 11 $145 | Reduced -141 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |