SecurityHGT / Hugoton Royalty Trust (444717102)
IndustryOil Royalty Traders
Institutional Owners41
Institutional Shares4,870,705
Institutional Value$ 4,232,000 USD

Institutional Stock Ownership and Shareholders

HGT / Hugoton Royalty Trust Institutional Ownership

Hugoton Royalty Trust (NYSE:HGT) has 41 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,870,705 shares. Largest shareholders include Wells Fargo & Company/mn, Steel Partners Holdings L.p., Greenwich Investment Management, Inc., Price Michael F, California Public Employees Retirement System, Bank Of America Corp /de/, Panagora Asset Management Inc, Susquehanna International Group, Llp, Royal Bank Of Canada, and Merriman Wealth Management, LLC.
Hugoton Royalty Trust (NYSE:HGT) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-08-03 13F-HR Seacrest Wealth Management, Llc 1,500 1,500 0.00 1 1 0.00
2018-08-10 13F-HR Merriman Wealth Management, LLC 15,000 30,000 100.00 11 20 81.82
2018-08-10 13F-HR CITIGROUP INC 2,120 4,120 94.34 1 3 200.00
2018-08-14 13F-HR Invesco Ltd. 11,797 8
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 2,500 2,500 0.00 2 2 0.00
2018-08-14 13F-HR UBS Group AG 12,001 23,128 92.72 8 15 87.50
2018-08-13 13F-HR Global Retirement Partners, Llc 6 0 -100.00 0 0
2018-08-14 13F-HR GUGGENHEIM CAPITAL LLC 10,255 0 -100.00 7 0 -100.00
2018-08-21 13F-HR/A STEEL PARTNERS HOLDINGS L.P. 1,000,000 1,000,000 0.00 700 650 -7.14
2018-08-14 13F-HR Botty Investors LLC 70,664 0 -100.00 100 0 -100.00
2018-09-20 13F-HR Rehmann Capital Advisory Group 24 24 0.00 0 16
2018-08-13 13F-HR Sanctuary Wealth Advisors, LLC 9,838 9,838 0.00 7 6 -14.29
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 3,630 3,630 0.00 2 2 0.00
2018-08-14 13F-HR PANAGORA ASSET MANAGEMENT INC 37,231 72,430 94.54 26 47 80.77
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 2,713,727 2,745,891 1.19 1,899 1,785 -6.00
2018-08-14 13F-HR LPL Financial LLC 12,013 11,624 -3.24 8 8 0.00
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 659 1,000
2018-07-23 13F-HR Diligent Investors, LLC 16,908 16,708 -1.18 12 11 -8.33
2018-08-09 13F-HR GSA CAPITAL PARTNERS LLP 10,751 10,751 0.00 8 7 -12.50
2018-08-14 13F-HR PRICE MICHAEL F 190,440 190,440 0.00 133 124 -6.77
2018-08-14 13F-HR ROYAL BANK OF CANADA 52,505 42,505 -19.05 37 28 -24.32
2018-08-03 13F-HR SEI INVESTMENTS CO 3 3 0.00 0 0
2018-08-10 13F-HR GREAT WEST LIFE ASSURANCE CO /CAN/ 1 1 0.00 0 0
2018-07-09 13F-HR Capital Investment Advisors, LLC 12,946 12,486 -3.55 9 8 -11.11
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 10,550 10,562 0.11 19 20 5.26
2018-08-15 13F-HR Heritage Trust Co 203 203 0.00 0 0
2018-08-13 13F-HR Advisor Group, Inc. 0 17 0 0
2018-07-26 13F-HR REGIONS FINANCIAL CORP 274 274 0.00 0 0
2017-02-08 13F-HR Geduld E E 25,000 54
2018-08-14 13F-HR JP Morgan Chase & Co 546 546 0.00 0 0
2018-05-11 13F-HR CITIGROUP INC 2,120 2,120 0.00 3 1 -66.67
2018-08-10 13F-HR Greenwich Investment Management, Inc. 234,804 233,554 -0.53 164 152 -7.32
2018-08-15 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 186,000 186,000 0.00 130 121 -6.92
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 90,835 88,231 -2.87 64 57 -10.94
2018-07-20 13F-HR Creative Planning 10,932 0 -100.00 8 0 -100.00
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 118,360 53,519 -54.78 83 35 -57.83
2018-02-09 13F-HR Hawkins Capital L.P. 99,610 0 -100.00 184 0 -100.00
2017-08-18 13F-HR WFG Advisors, LP 300 0 -100.00 1 0 -100.00
2018-07-20 13F-HR GOODWIN DANIEL L 11,010 11,010 0.00 8 7 -12.50
2017-10-26 13F-HR Acrospire Investment Management LLC 10,665 0 -100.00 19 0 -100.00
2018-08-02 13F-HR Atlantic Trust Group, LLC 11 11 0.00 0 0
2018-07-03 13F-HR NEVILLE RODIE & SHAW INC 17,500 17,500 0.00 12 11 -8.33
2018-08-14 13F-HR TWO SIGMA ADVISERS, LP 21,679 21,679 0.00 15 14 -6.67
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 11,221 11,221 0.00 8 7 -12.50
2018-08-14 13F-HR MORGAN STANLEY 37,467 17,416 -53.52 25 11 -56.00
2018-08-03 13F-HR Cable Hill Partners, LLC 5 5 0.00 0 0
2018-07-11 13F-HR Gierl Augustine Investment Management Inc 107 107 0.00 0 0
2018-08-14 13F-HR TWO SIGMA SECURITIES, LLC 20,236 0 -100.00 14 0 -100.00
2018-08-07 13F-HR IFP Advisors, Inc 1,689 1,689 0.00 1 1 0.00
2018-08-09 13F-HR Royce & Associates LLC 287,574 0 -100.00 201 0 -100.00
2018-07-30 13F-HR Trustcore Financial Services, Llc 6 0

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CUSIP: 444717102