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 | 07/29/2026 | 234.32 K | $726.43 K | -2.18% | 12.57% |
| WELCH GROUP, LLC | 07/23/2026 | 22.57 K | $69.97 K | 37.87% | 1.21% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.79 K | $45.85 K | 21.47% | 0.79% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 13.12 K | $40.66 K | 0.03% | 0.70% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 9.86 K | $30.56 K | -0.46% | 0.53% |
| MORGAN STANLEY | 08/13/2026 | 3.94 K | $12.22 K | -24.24% | 0.21% |
| US BANCORP \DE\ | 08/12/2026 | 3.34 K | $10.36 K | 100.00% | 0.18% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.30 K | $4.10 K | 0.00% | 0.07% |
| UBS GROUP AG | 08/13/2026 | 550 | $1.71 K | -9.84% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 460 | $1.43 K | 100.00% | 0.02% |
| CHILTON CAPITAL MANAGEMENT LLC | 08/04/2026 | 331 | $1.03 K | 0.00% | 0.02% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 118 | $365 | 0.85% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $2 | 100.00% | 0.00% |
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Mesa Royalty Trust institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Mesa Royalty Trust. The most heavily invested institutionals were:
Ashton Thomas Private Wealth, LLC: 234,323
Welch Group, LLC: 22,570
CITADEL ADVISORS LLC: 14,789
McGowan Group Asset Management, Inc.: 13,115
ADVISOR GROUP HOLDINGS, INC.: 9,855
MORGAN STANLEY: 3,941
16.35% of Mesa Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 319.57 K shares in the last 24 months. This purchase volume represents approximately $1.63 M in transactions.