Mesa Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH, LLC | 05/11/2026 | 239.54 K | $1.17 M | -2.04% | 12.85% |
| WELCH GROUP, LLC | 04/21/2026 | 16.37 K | $79.56 K | 0.00% | 0.88% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 13.11 K | $64.11 K | 100.00% | 0.70% |
| CITADEL ADVISORS LLC | 05/15/2026 | 12.18 K | $59.54 K | 100.00% | 0.65% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 9.90 K | $48.43 K | -17.88% | 0.53% |
| CWM, LLC | 05/14/2026 | 7.20 K | $34.97 K | 100.00% | 0.39% |
| MORGAN STANLEY | 05/15/2026 | 5.20 K | $25.44 K | 1,622.52% | 0.28% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.30 K | $6.66 K | 0.00% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 610 | $2.98 K | -33.04% | 0.03% |
| CHILTON CAPITAL MANAGEMENT LLC | 05/11/2026 | 331 | $1.61 K | 0.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 117 | $571 | 0.86% | 0.01% |
| US BANCORP \DE\ | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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Mesa Royalty Trust institutional Ownership - FAQ's
During the previous two years, 19 institutional investors and hedge funds held shares of Mesa Royalty Trust. The most heavily invested institutionals were:
Ashton Thomas Private Wealth, LLC: 239,537
Welch Group, LLC: 16,370
McGowan Group Asset Management, Inc.: 13,111
CITADEL ADVISORS LLC: 12,175
ADVISOR GROUP HOLDINGS, INC.: 9,901
CWM, LLC: 7,196
16.41% of Mesa Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 313.53 K shares in the last 24 months. This purchase volume represents approximately $1.60 M in transactions.