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Mesa Royalty Trust (MTR) Institutional Ownership

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$5.28 +0.04 (+0.74%)
Closing price 03:58 PM Eastern
Extended Trading
$5.28 +0.00 (+0.02%)
As of 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Mesa Royalty Trust (NYSE:MTR)

Current
Institutional Ownership
Percentage
12.73%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.66M
Number of
Institutional Sellers
(last 12 months)
0
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MTR Institutional Buying and Selling by Quarter

Mesa Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025 Welch Group LLC16,370$98K0.0%N/A0.878%
2/7/2025Ashton Thomas Private Wealth LLC263,823$1.57M0.1%N/A14.184%
2/1/2024Significant Wealth Partners LLC42,099$549K0.4%N/A2.263%
8/10/2023McGowan Group Asset Management Inc.32,454$799K0.1%-1.6%1.745%
8/1/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,029$25K0.0%N/A0.055%
2/13/2023Fayez Sarofim & Co9,500$209K0.0%N/A0.511%
5/13/2022McGowan Group Asset Management Inc.32,340$279K0.0%-34.3%0.000%
11/15/2021McGowan Group Asset Management Inc.49,625$282K0.0%-11.1%2.668%
8/11/2021Susquehanna International Group LLP21,526$135K0.0%N/A1.157%
(Data available from 1/1/2016 forward)

MTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MTR shares?

During the previous two years, the following institutional investors and hedge funds held shares of Mesa Royalty Trust shares: Ashton Thomas Private Wealth LLC ($1.57M), McGowan Group Asset Management Inc. ($799K), Significant Wealth Partners LLC ($549K), and Welch Group LLC ($98K), Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($25K).Learn more on MTR's institutional investors.

What percentage of Mesa Royalty Trust stock is owned by institutional investors?

12.73% of Mesa Royalty Trust stock is owned by institutional investors. Learn more on MTR's institutional investor holdings.

Which institutional investors have been buying Mesa Royalty Trust stock?

The following institutional investors have purchased Mesa Royalty Trust stock in the last 24 months: Ashton Thomas Private Wealth LLC ($263.82K), Significant Wealth Partners LLC ($42.10K), Welch Group LLC ($16.37K), and Loring Wolcott & Coolidge Fiduciary Advisors LLP MA ($1.03K).

How much institutional buying is happening at Mesa Royalty Trust?

Institutional investors have bought a total of 323,321 shares in the last 24 months. This purchase volume represents approximately $2.24M in transactions.

Which Mesa Royalty Trust major shareholders have been selling company stock?

The following institutional investors have sold Mesa Royalty Trust stock in the last 24 months: McGowan Group Asset Management Inc. ($543.00).

How much institutional selling is happening at Mesa Royalty Trust?

Institutional investors have sold a total of 543 shares in the last 24 months. This volume of shares sold represents approximately $13.37K in transactions.



This page (NYSE:MTR) was last updated on 5/1/2025 by MarketBeat.com Staff
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