MESA ROYALTY TRUST (MTR) Institutional Ownership Changes & 13F Activity
MESA ROYALTY TRUST (MTR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mcgowan Group Asset Management, Inc., Citadel Advisors Llc, Cwm, Llc, Ashton Thomas Private Wealth, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -508 | -100.0% | 0 | $1.00 | Q1 2026 | Jul 08, 2026 |
| Citadel Advisors Llc | Buy | +12,175 | — | 12,175 | $59.54K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +4,900 | +1622.5% | 5,202 | $25.44K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -2,156 | -17.9% | 9,901 | $48.42K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.9% | 117 | $571.00 | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +7,196 | — | 7,196 | $34.97K | Q1 2026 | May 14, 2026 |
| Mcgowan Group Asset Management, Inc. | Buy | +13,111 | — | 13,111 | $64.11K | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -5,000 | -2.0% | 239,537 | $1.17M | Q1 2026 | May 11, 2026 |
| Ubs Group Ag | Sell | -301 | -33.0% | 610 | $2.98K | Q1 2026 | May 05, 2026 |
| Jpmorgan Chase & Co | Sell | -1,300 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 11, 2026 |
| Us Bancorp \De\ | Sell | -100 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 30, 2026 |
Frequently asked questions about MTR activity
Which institutional owners are buying MTR?
Institutional owners buying MTR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MTR activity?
"Buy" means an investor increased their reported position in MTR compared to the prior reporting period. This reflects growing exposure to MESA ROYALTY TRUST (MTR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MTR increasing?
Institutional interest in MTR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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