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Mesa Royalty Trust (MTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ashton Thomas Private Wealth, LLC
DECREASED
Shares229,323 from 234,323
Change-5,000 (-2%)
Value$559.5K (-$166.9K)
Filed 2026-11-03
Welch Group, LLC
UNCHANGED
Shares22,570 from 22,570
Change0 (0%)
Value$55.1K (-$14.9K)
Filed 2026-10-29
Chilton Capital Management LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$808 (-$219)
Filed 2026-10-28
US Bancorp \de\
CLOSED
Shares0 from 3,341
Change-3,341 (-100%)
Value$0 (-$10.4K)
Filed 2026-11-05
Citadel Advisors LLC
N/A
Shares— from 14,789
Change-14,789 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 13,115
Change-13,115 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 550
Change-550 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 460
Change-460 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Ashton Thomas Private Wealth, LLC
DECREASED229,323234,323-5,000-2%$726.4K$559.5K-$166.9K2026-11-03
Welch Group, LLC
UNCHANGED22,57022,57000%$70.0K$55.1K-$14.9K2026-10-29
Chilton Capital Management LLC
UNCHANGED33133100%$1.0K$808-$2192026-10-28
US Bancorp \de\
CLOSED03,341-3,341-100%$10.4K$0-$10.4K2026-11-05
Citadel Advisors LLC
N/A—14,789-14,789-100%$45.8K———
McGowan Group Asset Management, Inc.
N/A—13,115-13,115-100%$40.7K———
Osaic Holdings, Inc.
N/A—9,855-9,855-100%$30.6K———
Morgan Stanley
N/A—3,941-3,941-100%$12.2K———
JPMorgan Chase & Co
N/A—1,300-1,300-100%$4.1K———
UBS Group AG
N/A—550-550-100%$1.7K———
BNP Paribas Financial Markets
N/A—460-460-100%$1.4K———
Harbour Investments, Inc.
N/A—118-118-100%$365———
Wells Fargo & Company
N/A—1-1-100%$2———
Showing 13 of 13 institutions