Cross Timbers Royalty Trust: Ownership
| Ownership Information |
| Shares Outstanding |
6.00 Mil | | Institutional Ownership (%) | 9.59 | | Top 10 Institutions (%) | 6.00 | | Mutual Fund Ownership (%) | .00 | | 5%/Insider Ownership (%) | 23.33 | | Float (%) | 76.67 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
47 | 575,557 | | New Positions | 4 | 0 | | Soldout Positions | 39 | 0 | | Net Position Change | -31 | -187,705 | | Buyers | 14 | 60,003 | | Sellers | 45 | -247,708 |
| advertisement |
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| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| Tocqueville Asset Management LP |
79,703 |
0 |
0.0 |
471,841 |
1.3 |
0.0 |
09-30-09 |
| Wilmington Trust Investment Management LLC |
61,375 |
0 |
0.0 |
411,827 |
1.0 |
0.1 |
06-30-09 |
| Doolittle & Ganos Investment Counsel, LLC |
34,545 |
5,442 |
18.7 |
340,012 |
0.6 |
0.9 |
09-30-09 |
| Edgemoor Investment Advisors |
30,650 |
0 |
0.0 |
181,448 |
0.5 |
0.3 |
09-30-09 |
| California Public Employees' Retirement System |
30,013 |
0 |
0.0 |
201,388 |
0.5 |
0.0 |
06-30-09 |
| UBS Securities LLC |
28,100 |
0 |
0.0 |
166,352 |
0.5 |
0.0 |
09-30-09 |
| Fairfield Research Corp. |
26,485 |
24,835 |
1,505.2 |
629,464 |
0.4 |
0.6 |
06-30-09 |
| Geode Capital Management, L.L.C. |
25,215 |
0 |
0.0 |
169,193 |
0.4 |
0.0 |
06-30-09 |
| Asset Advisors Corporation |
22,275 |
400 |
1.8 |
141,829 |
0.4 |
0.4 |
09-30-09 |
| P.R. Herzig & Company, Inc. |
20,865 |
0 |
0.0 |
123,521 |
0.3 |
1.1 |
09-30-09 |
| Inland Investment Advisors, Inc. |
20,300 |
0 |
0.0 |
136,213 |
0.3 |
0.2 |
06-30-09 |
| Columbia Management Advisors, LLC |
17,311 |
-6,975 |
-28.7 |
-71,196 |
0.3 |
0.0 |
09-30-09 |
| Deere & Company |
14,702 |
0 |
0.0 |
87,036 |
0.2 |
0.0 |
09-30-09 |
| Ashfield Capital Partners, LLC |
14,500 |
0 |
0.0 |
97,295 |
0.2 |
0.0 |
06-30-09 |
| BNY Mellon Asset Management |
14,080 |
-500 |
-3.4 |
70,904 |
0.2 |
0.0 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 11/25/2009 4:56 AM Eastern Time