MetaCap

Who Owns Mesa Royalty Stock?

NYSE: MTREnergyOil & Gas ProductionUSD

2.17+0.01 (+0.46%)

Market open · Delayed 15 min · as of Oct 9, 11:17 AM ET

Ownership breakdown

Held by institutions
30.98%
Institutional holders
16
  • Institutions 31.0%
  • Insiders 0.0%
  • Public and other 69.0%

Who owns Mesa Royalty stock?

Institutional investors own about 31.0% of Mesa Royalty's shares, spread across 16 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of MTR.

The largest institutional holders are Ashton Thomas Private Wealth, LLC (12.57%), Welch Group, LLC (1.21%) and Citadel Advisors Llc (0.79%). Together, the top 10 institutions control 16.7% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their MTR positions and 4 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of MTR

Mesa Royalty top institutional holders
InstitutionShares% HeldChange
Ashton Thomas Private Wealth, LLC234.32K12.57%-2.2%
Welch Group, LLC22.57K1.21%+37.9%
Citadel Advisors Llc14.79K0.79%+21.5%
McGowan Group Asset Management, Inc.13.12K0.70%+0.0%
Osaic Holdings Inc.9.86K0.53%-0.5%
CWM, LLC7.20K0.39%+100.0%
Morgan Stanley3.94K0.21%-24.2%
US BANCORP \DE\3.34K0.18%+100.0%
JPMORGAN CHASE & CO1.30K0.07%0.0%
UBS Group AG5500.03%-9.8%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of MTR

Mesa Royalty top fund holders
FundShares% Held
Victory Portfolios III-Victory Extended Market Index Fd2060.01%

Frequently asked questions

Who is the largest shareholder of Mesa Royalty?

Ashton Thomas Private Wealth, LLC is the largest institutional shareholder of MTR, owning 12.57% of shares outstanding (234.32K shares) as of its latest 13F filing.

What percentage of Mesa Royalty is owned by institutions?

Institutions own about 31.0% of MTR shares and 31.0% of the public float.

How much of Mesa Royalty do insiders own?

Insiders, such as officers and directors, own about 0.00% of MTR shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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