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View all 13 holding institutions

Across its top 13 institutional holders, MTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 32/100).

Notable Holders

MTR ranks #9446 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

MTR is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

13 institutions disclose a position in MTR, but none treat it as a major bet — even Ashton Thomas Private Wealth, LLC, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Osaic Holdings, Inc. has trimmed its MTR position for two straight quarters, cutting it by $21.5K while still holding $30.6K.

Price Chart

MTR Quarterly 13F Institutional Trade Shifts

Recent Activity

+$47.2K

Total Buy Value

$20.4K

Total Sell Value

New buy3

Trim4

Add5

Sold out0

Net Buyers

Net Sellers

Top Movers

MTR

Q2 2026

Top 5 Institutional Movers

Ashton Thomas Private Wealth

-$444.9K

Trim

McGowan Group Asset Management

-$23.5K

Trim

Osaic Holdings

-$17.9K

Trim

Citadel Advisors

-$13.7K

Trim

Morgan Stanley

-$13.2K

Trim

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

MTR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent MTR Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-08-21

2026-08-21

Mesa Royalty Trust (ticker MTR) issued a press release on August 21, 2026 announcing its royalty income and cash distribution for August 2026 — a standard monthly disclosure for a royalty trust, filed under Item 2.02 of Form 8-K. One important caveat: the filing text itself doesn't contain any numbers. The actual income and per-unit distribution figures live in the attached press release (Exhibit 99.1), so from this document alone there's no way to tell how big this month's payout was.

View Full Filing (SEC EDGAR)

2026-07-20

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

590660106

Note: Data on this page is curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, dedicated to providing accurate insider trading and institutional portfolio reports. Please credit the source when reposting.

FAQ

Who are the top institutional investors holding MESA ROYALTY TRUST (MTR)?

Major stakeholders currently include Ashton Thomas Private Wealth, LLC ($726.4K), Welch Group, LLC ($70.0K), Citadel Advisors LLC ($45.8K). Based on the latest 13F filings, there are a total of 13 tracked investment funds and institutions maintaining positions in MTR.

What is the overall institutional sentiment toward MTR recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $18.7K, driven by 8 managers accumulating shares while 4 reduced their exposure.

Which institutions have been selling or reducing their MTR positions?

In the latest period, 4 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $20.4K.

Are there any notable investors adding MTR to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $47.2K.

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Developer Access

Access MTR's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/MTR

CLI

npx alphasmo stocks get MTR

Full API & MCP documentation →