Mesa Royalty Trust · NYSE:MTR
Mesa Royalty Trust shareholders
As of Jun 30, 2026, 13 institutions reported holding Mesa Royalty Trust, 16.4% of its shares. Largest: Ashton Thomas Private Wealth, LLC, Welch Group, LLC and Citadel. New holders, exits, insiders and big stakes, each with its filing.
| Holder | Shares | % of Mesa Royalty Trust | Change | Filed |
|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 234K | 12.6% | −5,214 | Jul 29, 2026 |
| Welch Group, LLC | 22,570 | 1.2% | +6,200 | Jul 23, 2026 |
| Citadel | 14,789 | 0.79% | +2,614 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | 13,115 | 0.70% | +4 | Aug 12, 2026 |
| Osaic Holdings, Inc. | 9,855 | 0.53% | −46 | Aug 14, 2026 |
| Morgan Stanley | 3,941 | 0.21% | −1,261 | Aug 13, 2026 |
| US Bancorp \de\ | 3,341 | 0.18% | new | Aug 12, 2026 |
| JPMorgan | 1,300 | 0.07% | no change | Aug 12, 2026 |
| UBS | 550 | 0.03% | −60 | Aug 13, 2026 |
| BNP Paribas | 460 | 0.02% | new | Aug 13, 2026 |