Scully Royalty Ownership 2024 | Who Owns Scully Royalty Now?


OverviewRevenueFinancialsChart

Institutional Ownership

27.71%

Insider Ownership

73.25%

Retail Ownership

-0.96%

Institutional Holders

15.00

Scully Royalty Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IAT REINSURANCE CO LTD.22.11%5.13%3,416,664--24,326,648Jun 30, 2024
ROYAL BANK OF CANADA1.70%0.00%263,467-4,121-1.54%1,875,000Jun 30, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC1.55%0.10%239,197--1,703,083Jun 30, 2024
MORGAN STANLEY1.33%0.00%205,023-6,039-2.86%1,459,764Jun 30, 2024
RONALD BLUE TRUST, INC.0.47%0.01%72,637--446,718Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.35%0.00%54,514-1,700-3.02%388,140Jun 30, 2024
WELLS FARGO & COMPANY/MN0.15%-22,477--160,036Jun 30, 2024
UBS GROUP AG0.04%-5,956-4,628-43.73%42,407Jun 30, 2024
FOUNDERS CAPITAL MANAGEMENT0.01%0.01%1,177--8,380Jun 30, 2024
SIMPLEX TRADING, LLC0.01%-1,0161,016100.00%7,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-426426100.00%3,033Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%226--1,609Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-6565100.00%463Jun 30, 2024
PFS PARTNERS, LLC0.00%0.00%58--413Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC--55100.00%36Jun 30, 2024
GROUP ONE TRADING, L.P.----29,162-100.00%-Jun 30, 2024
BELVEDERE TRADING LLC----5,800-100.00%-Jun 30, 2024
CREWE ADVISORS LLC----3-100.00%-Jun 30, 2024

Scully Royalty's largest institutional shareholder is IAT REINSURANCE CO LTD., holding 22.11% of the company's total share outstanding, currently valued at $24.33M. The top 10 institutional shareholders own together 27.71% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IAT REINSURANCE CO LTD.22.11%5.13%3,416,664--24,326,648Jun 30, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC1.55%0.10%239,197--1,703,083Jun 30, 2024
RONALD BLUE TRUST, INC.0.47%0.01%72,637--446,718Jun 30, 2024
FOUNDERS CAPITAL MANAGEMENT0.01%0.01%1,177--8,380Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.35%0.00%54,514-1,700-3.02%388,140Jun 30, 2024
ROYAL BANK OF CANADA1.70%0.00%263,467-4,121-1.54%1,875,000Jun 30, 2024
PFS PARTNERS, LLC0.00%0.00%58--413Jun 30, 2024
MORGAN STANLEY1.33%0.00%205,023-6,039-2.86%1,459,764Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%226--1,609Jun 30, 2024
WELLS FARGO & COMPANY/MN0.15%-22,477--160,036Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC--55100.00%36Jun 30, 2024
UBS GROUP AG0.04%-5,956-4,628-43.73%42,407Jun 30, 2024
SIMPLEX TRADING, LLC0.01%-1,0161,016100.00%7,000Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-6565100.00%463Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-426426100.00%3,033Jun 30, 2024
GROUP ONE TRADING, L.P.----29,162-100.00%-Jun 30, 2024
BELVEDERE TRADING LLC----41,327-100.00%-Jun 30, 2024
CREWE ADVISORS LLC----3-100.00%-Jun 30, 2024

The largest Scully Royalty shareholder by % of total assets is IAT REINSURANCE CO LTD.. The company owns 3.42M shares of Scully Royalty (SRL), representing 5.13% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SIMPLEX TRADING, LLC0.01%-1,0161,016100.00%7,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-426426100.00%3,033Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-6565100.00%463Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC--55100.00%36Jun 30, 2024
WELLS FARGO & COMPANY/MN0.15%-22,477--160,036Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%226--1,609Jun 30, 2024
PFS PARTNERS, LLC0.00%0.00%58--413Jun 30, 2024
FOUNDERS CAPITAL MANAGEMENT0.01%0.01%1,177--8,380Jun 30, 2024
RONALD BLUE TRUST, INC.0.47%0.01%72,637--446,718Jun 30, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC1.55%0.10%239,197--1,703,083Jun 30, 2024
IAT REINSURANCE CO LTD.22.11%5.13%3,416,664--24,326,648Jun 30, 2024
CREWE ADVISORS LLC----3-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.35%0.00%54,514-1,700-3.02%388,140Jun 30, 2024
ROYAL BANK OF CANADA1.70%0.00%263,467-4,121-1.54%1,875,000Jun 30, 2024
UBS GROUP AG0.04%-5,956-4,628-43.73%42,407Jun 30, 2024
MORGAN STANLEY1.33%0.00%205,023-6,039-2.86%1,459,764Jun 30, 2024
GROUP ONE TRADING, L.P.----29,162-100.00%-Jun 30, 2024
BELVEDERE TRADING LLC----41,327-100.00%-Jun 30, 2024

As of Jun 30 2024, Scully Royalty's largest institutional buyer is SIMPLEX TRADING, LLC. The company purchased 1.02K stocks of SRL, valued at $7.00K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BELVEDERE TRADING LLC----41,327-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----29,162-100.00%-Jun 30, 2024
MORGAN STANLEY1.33%0.00%205,023-6,039-2.86%1,459,764Jun 30, 2024
UBS GROUP AG0.04%-5,956-4,628-43.73%42,407Jun 30, 2024
ROYAL BANK OF CANADA1.70%0.00%263,467-4,121-1.54%1,875,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.35%0.00%54,514-1,700-3.02%388,140Jun 30, 2024
CREWE ADVISORS LLC----3-100.00%-Jun 30, 2024
IAT REINSURANCE CO LTD.22.11%5.13%3,416,664--24,326,648Jun 30, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC1.55%0.10%239,197--1,703,083Jun 30, 2024
RONALD BLUE TRUST, INC.0.47%0.01%72,637--446,718Jun 30, 2024
FOUNDERS CAPITAL MANAGEMENT0.01%0.01%1,177--8,380Jun 30, 2024
PFS PARTNERS, LLC0.00%0.00%58--413Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%226--1,609Jun 30, 2024
WELLS FARGO & COMPANY/MN0.15%-22,477--160,036Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC--55100.00%36Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-6565100.00%463Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-426426100.00%3,033Jun 30, 2024
SIMPLEX TRADING, LLC0.01%-1,0161,016100.00%7,000Jun 30, 2024

As of Jun 30 2024, Scully Royalty's biggest institutional seller is BELVEDERE TRADING LLC. The company sold -41.33K shares of SRL, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SIMPLEX TRADING, LLC0.01%-1,0161,016100.00%7,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.00%-426426100.00%3,033Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-6565100.00%463Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC--55100.00%36Jun 30, 2024

Scully Royalty's largest new institutional shareholder by number of shares is SIMPLEX TRADING, LLC, purchased 1.02K shares, valued at $7.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BELVEDERE TRADING LLC----41,327-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----29,162-100.00%-Jun 30, 2024
CREWE ADVISORS LLC----3-100.00%-Jun 30, 2024

Scully Royalty's largest sold out institutional shareholder by shares sold is BELVEDERE TRADING LLC, sold -41.33K shares, valued at -, as of undefined.

Scully Royalty Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Brightgate Focus, FI11.59%29,66427,7621459.62%Mar 31, 2020

Scully Royalty's largest mutual fund holder by % of total assets is "Brightgate Focus, FI", owning 29.66K shares, compromising 11.59% of its total assets.

Scully Royalty Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2415-
31 Mar, 2415-
31 Dec, 231525.00%
30 Sep, 2312-20.00%
30 Jun, 2315-6.25%
31 Mar, 231633.33%
31 Dec, 2212-7.69%
30 Sep, 2213-7.14%
30 Jun, 22147.69%
31 Mar, 2213-
31 Dec, 211318.18%
30 Sep, 2111-15.38%
30 Jun, 21138.33%
31 Mar, 2112-14.29%
31 Dec, 2014-6.67%
30 Sep, 20157.14%
30 Jun, 2014-
31 Mar, 2014-
31 Dec, 1914-22.22%
30 Sep, 1918-14.29%
30 Jun, 1921-

As of 30 Jun 24, 15 institutions are holding Scully Royalty's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 244,282,908-1.96%
31 Mar, 244,368,376-0.19%
31 Dec, 234,376,565-0.41%
30 Sep, 234,394,801-0.25%
30 Jun, 234,405,828-0.57%
31 Mar, 234,430,9760.49%
31 Dec, 224,409,185-0.53%
30 Sep, 224,432,673-6.79%
30 Jun, 224,755,4990.39%
31 Mar, 224,736,9173.43%
31 Dec, 214,579,9528.75%
30 Sep, 214,211,577-0.41%
30 Jun, 214,228,9525.45%
31 Mar, 214,010,285-0.15%
31 Dec, 204,016,2731.10%
30 Sep, 203,972,7310.83%
30 Jun, 203,939,8880.30%
31 Mar, 203,928,055-0.34%
31 Dec, 193,941,468-2.28%
30 Sep, 194,033,4167.13%
30 Jun, 193,764,979-

Scully Royalty (SRL) has 4.28M shares outstanding as of 30 Jun 24, down -1.96% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2427.71%3.19%
31 Mar, 2429.47%3.38%
31 Dec, 2329.55%3.34%
30 Sep, 2329.74%3.35%
30 Jun, 2329.81%3.32%
31 Mar, 2329.98%3.37%
31 Dec, 2229.83%3.32%
30 Sep, 2229.99%2.90%
30 Jun, 2232.18%3.13%
31 Mar, 2232.05%3.34%
31 Dec, 2130.99%3.27%
30 Sep, 2130.78%3.22%
30 Jun, 2130.90%3.03%
31 Mar, 2131.94%3.12%
31 Dec, 2031.99%3.19%
30 Sep, 2031.64%3.21%
30 Jun, 2031.41%3.20%
31 Mar, 2031.32%2.67%
31 Dec, 1934.23%2.79%
30 Sep, 1935.03%3.27%
30 Jun, 1932.74%-

As of 30 Jun 24, Scully Royalty is held by 27.71% institutional shareholders, representing a 3.19% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 244-
31 Mar, 244-
31 Dec, 234300.00%
30 Sep, 231-75.00%
30 Jun, 234-33.33%
31 Mar, 236200.00%
31 Dec, 222-50.00%
30 Sep, 224-42.86%
30 Jun, 22740.00%
31 Mar, 225-61.54%
31 Dec, 2113225.00%
30 Sep, 214-60.00%
30 Jun, 2110233.33%
31 Mar, 213-50.00%
31 Dec, 20620.00%
30 Sep, 205-
30 Jun, 20566.67%
31 Mar, 203-25.00%
31 Dec, 194-55.56%
30 Sep, 199-57.14%
30 Jun, 1921-

4 institutional shareholders have increased their position in SRL stock as of 30 Jun 24 compared to 4 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24433.33%
31 Mar, 243-25.00%
31 Dec, 234-
30 Sep, 23433.33%
30 Jun, 233-
31 Mar, 233-40.00%
31 Dec, 22525.00%
30 Sep, 224100.00%
30 Jun, 222-33.33%
31 Mar, 223-
31 Dec, 21--100.00%
30 Sep, 21433.33%
30 Jun, 213-40.00%
31 Mar, 21525.00%
31 Dec, 20433.33%
30 Sep, 203-
30 Jun, 203-57.14%
31 Mar, 20716.67%
31 Dec, 196-
30 Sep, 196-
30 Jun, 19--

4 institutional shareholders have reduced their position in SRL stock as of 30 Jun 24 compared to 3 in the previous quarter (a 33.33% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2415-4,282,908-1.96%27.71%3.19%4-433.33%
31 Mar, 2415-4,368,376-0.19%29.47%3.38%4-3-25.00%
31 Dec, 231525.00%4,376,565-0.41%29.55%3.34%4300.00%4-
30 Sep, 2312-20.00%4,394,801-0.25%29.74%3.35%1-75.00%433.33%
30 Jun, 2315-6.25%4,405,828-0.57%29.81%3.32%4-33.33%3-
31 Mar, 231633.33%4,430,9760.49%29.98%3.37%6200.00%3-40.00%
31 Dec, 2212-7.69%4,409,185-0.53%29.83%3.32%2-50.00%525.00%
30 Sep, 2213-7.14%4,432,673-6.79%29.99%2.90%4-42.86%4100.00%
30 Jun, 22147.69%4,755,4990.39%32.18%3.13%740.00%2-33.33%
31 Mar, 2213-4,736,9173.43%32.05%3.34%5-61.54%3-
31 Dec, 211318.18%4,579,9528.75%30.99%3.27%13225.00%--100.00%
30 Sep, 2111-15.38%4,211,577-0.41%30.78%3.22%4-60.00%433.33%
30 Jun, 21138.33%4,228,9525.45%30.90%3.03%10233.33%3-40.00%
31 Mar, 2112-14.29%4,010,285-0.15%31.94%3.12%3-50.00%525.00%
31 Dec, 2014-6.67%4,016,2731.10%31.99%3.19%620.00%433.33%
30 Sep, 20157.14%3,972,7310.83%31.64%3.21%5-3-
30 Jun, 2014-3,939,8880.30%31.41%3.20%566.67%3-57.14%
31 Mar, 2014-3,928,055-0.34%31.32%2.67%3-25.00%716.67%
31 Dec, 1914-22.22%3,941,468-2.28%34.23%2.79%4-55.56%6-
30 Sep, 1918-14.29%4,033,4167.13%35.03%3.27%9-57.14%6-
30 Jun, 1921-3,764,979-32.74%-21---

Scully Royalty Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 19, 2003FEUERSTEIN STEFANdirector-S-SaleSell50,000$12.87$643.50K-

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 19, 2003FEUERSTEIN STEFANdirector-S-SaleSell50,000$12.87$643.50K-
Aug 19, 2003FEUERSTEIN STEFANdirector-X-InTheMoneySell50,000$7.00$350.00K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 07, 2005CROWN JAMES Sdirector-A-AwardBuy4,339$19.59$85.02K42,463
Jul 07, 2005CROWN JAMES Sdirector-A-AwardBuy3,828$19.59$75.01K38,124
Aug 19, 2003FEUERSTEIN STEFANdirector-X-InTheMoneyBuy50,000$7.00$350.00K50,000
Aug 19, 2003FEUERSTEIN STEFANdirector-S-SaleSell50,000$12.87$643.50K-
Aug 19, 2003FEUERSTEIN STEFANdirector-X-InTheMoneySell50,000$7.00$350.00K-

The last insider sell of Scully Royalty's stock was made by FEUERSTEIN STEFAN on Aug 19 2003, selling 50,000 shares at $12.87 per share (valued at $643.50K).

Scully Royalty Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 200611100.00%
Q2 20052--
Q1 2005-1-
Q4 20042--
Q3 20042--
Q2 2004---
Q3 20031250.00%

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Scully Royalty's insiders, as of Q1 2006.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2006---
Q2 2005---
Q1 2005---
Q4 20042--
Q3 20041--
Q2 2004---
Q3 2003-1-

As of Q1 2006, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Scully Royalty's stocks.

Scully Royalty Peer Ownership


TickerCompany
EVREvercore Inc.
HLIHoulihan Lokey, Inc.
PWPPerella Weinberg Partners
PJTPJT Partners Inc.
OPYOppenheimer Holdings Inc.
DFINDonnelley Financial Solutions, Inc.
SFStifel Financial Corp.
MCMoelis & Company
PIPRPiper Sandler Companies

SRL Ownership FAQ


Scully Royalty is owned by institutional shareholders (27.71%), insiders (73.25%), and public (-0.96%). The largest institutional shareholder of Scully Royalty is IAT REINSURANCE CO LTD. (22.11% of total shares) and the top mutual fund owner is Brightgate Focus, FI (11.59% of total shares).

Scully Royalty's major institutional shareholders are IAT REINSURANCE CO LTD., ROYAL BANK OF CANADA, NANTAHALA CAPITAL MANAGEMENT, LLC, MORGAN STANLEY, and RONALD BLUE TRUST, INC.. The top five shareholders own together 27.15% of the company's share outstanding.

As of Jun 2024, there are 15 institutional shareholders of Scully Royalty.

IAT REINSURANCE CO LTD owns 3.42M shares of Scully Royalty, representing 22.11% of the company's total shares outstanding, valued at $24.33M (as of Jun 2024).

As of Jun 2024, ROYAL BANK OF CANADA holds 263.47K shares of Scully Royalty (SRL), compromising 1.70% of the company, valued at $1.88M.

NANTAHALA CAPITAL MANAGEMENT, LLC is the third largest holder of Scully Royalty. The company owns 239.2K of the company's shares outstanding (worth $1.7M).