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Mesa Royalty Trust (MTR) Institutional Ownership

Mesa Royalty Trust logo
$4.18 +0.01 (+0.12%)
Closing price 05/14/2026 03:58 PM Eastern
Extended Trading
$4.18 0.00 (0.00%)
As of 05/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
0
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$120.01K
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MTR Institutional Buying and Selling by Quarter

Mesa Royalty Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/29/2026 Ashton Thomas Private Wealth LLC244,537$1.07M0.0%-2.0%13.147%
11/4/2025 Ashton Thomas Private Wealth LLC249,537$1.34M0.0%-2.0%13.387%
9/4/2025Osaic Holdings Inc.12,347$68K0.0%-20.9%0.664%
8/1/2025 Ashton Thomas Private Wealth LLC254,537$1.42M0.0%-2.0%13.685%
5/16/2025Ashton Thomas Private Wealth LLC259,823$1.63M0.1%-1.5%13.939%
4/8/2025Welch 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%
8/1/2023Loring 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%


MTR Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Mesa Royalty Trust shares: Ashton Thomas Private Wealth LLC ($1.07M), and Welch Group LLC ($98K), Osaic Holdings Inc. ($68K).Learn more on Mesa Royalty Trust's institutional investors.

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

The following institutional investors have purchased Mesa Royalty Trust's stock in the last 24 months: Ashton Thomas Private Wealth LLC ($263.82K), and Welch Group LLC ($16.37K).

The following institutional investors have sold Mesa Royalty Trust stock in the last 24 months: Ashton Thomas Private Wealth LLC ($19.29K), and Osaic Holdings Inc. ($3.27K).

Institutional investors have sold a total of 22,556 shares in the last 24 months. This volume of shares sold represents approximately $120.01K in transactions.


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This page (NYSE:MTR) was last updated on 5/15/2026 by MarketBeat.com Staff.
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