MTR
Mesa Royalty Trust/Tx
$3.11
+0.04 (+1.30%)
At close · Jul 2
Market Cap
$5.80M
Shares
1,863,590
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 12
Total Value: $1,495,599
Total Shares: 305,850
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 12 13F filers · Δ vs Dec 31, 2025Top Holder
78.3%
−10.1 pts
Top 5
95.2%
−4.3 pts
Top 10
100.0%
−0.0 pts
HHI
6,216
Highly concentrated−1,658
Quarterly Activity
vs Dec 31, 2025
New
3
Increased
2
Decreased
4
Sold Out
1
Unchanged
3
Holder count:
+2
Institutional value:
+25.2%
Shares held:
+10.6%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | +4,900 | 5,202 | |
| Mid HARBOUR INVESTMENTS, INC. | +1 | 117 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Ashton Thomas Private Wealth, LLC | −5,000 | 239,537 | |
| Large OSAIC HOLDINGS, INC. | −2,156 | 9,901 | |
| Mega WELLS FARGO & COMPANY/MN | −508 | 0 | |
| Mega UBS Group AG | −301 | 610 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small McGowan Group Asset Management, Inc. | 13,111 | $64,112 | |
| Mega CITADEL ADVISORS LLC | 12,175 | $59,535 | |
| Large CWM, LLC | 7,196 | $35,188 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large US BANCORP \DE\ | 100 | $432 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid Ashton Thomas Private Wealth, LLC | $1,171,335 | 78.32% | 239,537 | Shares | Sole | 2026-05-11 | ||||
| Mid Welch Group, LLC | $80,049 | 5.35% | 16,370 | Shares | Sole | 2026-04-21 | ||||
| Small McGowan Group Asset Management, Inc. | $64,112 | 4.29% | 13,111 | Shares | Sole | 2026-05-11 | ||||
| Mega CITADEL ADVISORS LLC | $59,535 | 3.98% | 12,175 | Shares | Defined | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $48,415 | 3.24% | 9,901 | Shares | Defined | 2026-05-15 | ||||
| Large CWM, LLC | $35,188 | 2.35% | 7,196 | Shares | Sole | 2026-05-14 | ||||
| Mega MORGAN STANLEY | $25,436 | 1.70% | 5,202 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $6,357 | 0.43% | 1,300 | Shares | Defined | 2026-05-13 | ||||
| Mega UBS Group AG | $2,982 | 0.20% | 610 | Shares | Defined | 2026-05-05 | ||||
| Mid CHILTON CAPITAL MANAGEMENT LLC | $1,618 | 0.11% | 331 | Shares | Sole | 2026-05-11 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $572 | 0.04% | 117 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $0 | 0.00% | 0 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||