Who Owns MTR?

Mesa Royalty Trust — Institutional Ownership & 13F Holdings

EnergyNYSE

$4.75

-0.01 (-0.31%)

Market Cap

$9.6M

Shares Outstanding

1,863,590

Institutional Holders

12

Total Inst. Value

$2.1M

% of Float Held

QoQ Holder Change

+2

Institutional data as of Q1 2025

New Positions

2

Closed Positions

2

Increased

3

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Ashton Thomas Private Wealth, LLC$1.6M259,823
2SUSQUEHANNA INTERNATIONAL GROUP, LLP$139K22,335
3Welch Group, LLCNew$98K16,370
4OSAIC HOLDINGS, INC.$97K15,617
5Mraz, Amerine & Associates, Inc.$60K10,046
6UBS Group AG$18K2,941
7JPMORGAN CHASE & CO$8K1,300
8CHILTON CAPITAL MANAGEMENT LLC$2K331
9MORGAN STANLEY$1K201
10US BANCORP \DE\$622100

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
Ashton Thomas Private Wealth, LLC-4K$1.6M
UBS Group AG-922$18K
MORGAN STANLEY-201$1K

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Frequently Asked Questions

How many institutional investors hold MTR?

As of Q1 2025, 12 institutional investors report holding MTR (Mesa Royalty Trust) in their 13F filings.

Which hedge fund owns the most MTR?

The largest institutional holder of MTR is Ashton Thomas Private Wealth, LLC with $1.6M in shares.

Are institutions buying or selling MTR?

This quarter, 2 institutions opened new positions in MTR and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.