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Mesa Royalty Trust (MTR)

1.9000 -0.0500 (-2.56%)
At close: November 2 at 4:00:02 PM EST

Major Holders

Breakdown
0.00% % of Shares Held by All Insider
30.98% % of Shares Held by Institutions
30.98% % of Float Held by Institutions
16 Number of Institutions Holding Shares

Top Institutional Holders

Holder Shares Date Reported % Out Value
Ashton Thomas Private Wealth, LLC
234.32k Jun 30, 2026 12.57% 445,213
Welch Group, LLC
22.57k Sep 30, 2026 1.21% 42,882
Citadel Advisors Llc
14.79k Jun 30, 2026 0.79% 28,099
McGowan Group Asset Management, Inc.
13.12k Jun 30, 2026 0.70% 24,918
Osaic Holdings Inc.
9.86k Jun 30, 2026 0.53% 18,724
CWM, LLC
7.2k Mar 31, 2026 0.39% 13,672
Morgan Stanley
3.94k Jun 30, 2026 0.21% 7,487
US BANCORP \DE\
3.34k Jun 30, 2026 0.18% 6,347
JPMORGAN CHASE & CO
1.3k Jun 30, 2026 0.07% 2,469
UBS Group AG
550 Jun 30, 2026 0.03% 1,044

Top Mutual Fund Holders

Holder Shares Date Reported % Out Value
Victory Portfolios III-Victory Extended Market Index Fd
206 Jul 31, 2023 0.01% 391

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