Scully Royalty Ownership 2024 | Who Owns Scully Royalty Now?

Overview RevenueFinancials Chart

Institutional Ownership

24.63%

Insider Ownership

73.25%

Retail Ownership

2.13%

Institutional Holders

12.00

Scully Royalty Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
IAT REINSURANCE CO LTD.	23.05%	0.83%	3,416,664	-	-	1,873,450	Mar 31, 2024
ROYAL BANK OF CANADA	1.81%	0.00%	267,588	-29,948	-10.07%	1,646,000	Mar 31, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC	1.61%	0.08%	239,197	-3,524	-1.45%	1,471,062	Mar 31, 2024
MORGAN STANLEY	1.42%	0.00%	211,062	-39,546	-15.78%	1,298,031	Mar 31, 2024
RONALD BLUE TRUST, INC.	0.49%	0.01%	72,637	-	-	446,718,000	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.38%	0.00%	56,214	1,100	2.00%	346,000	Mar 31, 2024
BELVEDERE TRADING LLC	0.28%	0.00%	41,327	25,743	165.19%	254,161	Mar 31, 2024
GROUP ONE TRADING, L.P.	0.20%	0.00%	29,162	27,702	1897.40%	179,346	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.15%	-	22,477	-	-	138,236,000	Mar 31, 2024
UBS GROUP AG	0.07%	-	10,584	10,284	3428.00%	65,092	Mar 31, 2024
BELVEDERE TRADING LLC	0.04%	-	5,800	5,300	1060.00%	35,670	Mar 31, 2024
FOUNDERS CAPITAL MANAGEMENT	0.01%	0.00%	1,177	-	-	7,239	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	0.00%	0.00%	226	-	-	1,390,000	Mar 31, 2024
PFS PARTNERS, LLC	0.00%	0.00%	58	-	-	357	Mar 31, 2024
CREWE ADVISORS LLC	-	-	3	-	-	19	Mar 31, 2024

Scully Royalty's largest institutional shareholder is IAT REINSURANCE CO LTD., holding 23.05% of the company's total share outstanding, currently valued at $1.87M. The top 10 institutional shareholders own together 29.46% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
IAT REINSURANCE CO LTD.	23.05%	0.83%	3,416,664	-	-	1,873,450	Mar 31, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC	1.61%	0.08%	239,197	-3,524	-1.45%	1,471,062	Mar 31, 2024
RONALD BLUE TRUST, INC.	0.49%	0.01%	72,637	-	-	446,718,000	Mar 31, 2024
FOUNDERS CAPITAL MANAGEMENT	0.01%	0.00%	1,177	-	-	7,239	Mar 31, 2024
GROUP ONE TRADING, L.P.	0.20%	0.00%	29,162	27,702	1897.40%	179,346	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.38%	0.00%	56,214	1,100	2.00%	346,000	Mar 31, 2024
ROYAL BANK OF CANADA	1.81%	0.00%	267,588	-29,948	-10.07%	1,646,000	Mar 31, 2024
BELVEDERE TRADING LLC	0.28%	0.00%	41,327	25,743	165.19%	254,161	Mar 31, 2024
PFS PARTNERS, LLC	0.00%	0.00%	58	-	-	357	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	0.00%	0.00%	226	-	-	1,390,000	Mar 31, 2024
MORGAN STANLEY	1.42%	0.00%	211,062	-39,546	-15.78%	1,298,031	Mar 31, 2024
BELVEDERE TRADING LLC	0.04%	-	5,800	5,300	1060.00%	35,670	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.15%	-	22,477	-	-	138,236,000	Mar 31, 2024
UBS GROUP AG	0.07%	-	10,584	10,284	3428.00%	65,092	Mar 31, 2024
CREWE ADVISORS LLC	-	-	3	-	-	19	Mar 31, 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 0.83% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GROUP ONE TRADING, L.P.	0.20%	0.00%	29,162	27,702	1897.40%	179,346	Mar 31, 2024
BELVEDERE TRADING LLC	0.28%	0.00%	41,327	25,743	165.19%	254,161	Mar 31, 2024
UBS GROUP AG	0.07%	-	10,584	10,284	3428.00%	65,092	Mar 31, 2024
BELVEDERE TRADING LLC	0.04%	-	5,800	5,300	1060.00%	35,670	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.38%	0.00%	56,214	1,100	2.00%	346,000	Mar 31, 2024
CREWE ADVISORS LLC	-	-	3	-	-	19	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.15%	-	22,477	-	-	138,236,000	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	0.00%	0.00%	226	-	-	1,390,000	Mar 31, 2024
PFS PARTNERS, LLC	0.00%	0.00%	58	-	-	357	Mar 31, 2024
FOUNDERS CAPITAL MANAGEMENT	0.01%	0.00%	1,177	-	-	7,239	Mar 31, 2024
RONALD BLUE TRUST, INC.	0.49%	0.01%	72,637	-	-	446,718,000	Mar 31, 2024
IAT REINSURANCE CO LTD.	23.05%	0.83%	3,416,664	-	-	1,873,450	Mar 31, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC	1.61%	0.08%	239,197	-3,524	-1.45%	1,471,062	Mar 31, 2024
ROYAL BANK OF CANADA	1.81%	0.00%	267,588	-29,948	-10.07%	1,646,000	Mar 31, 2024
MORGAN STANLEY	1.42%	0.00%	211,062	-39,546	-15.78%	1,298,031	Mar 31, 2024

As of Mar 31 2024, Scully Royalty's largest institutional buyer is GROUP ONE TRADING, L.P.. The company purchased 27.70K stocks of SRL, valued at $179.35K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MORGAN STANLEY	1.42%	0.00%	211,062	-39,546	-15.78%	1,298,031	Mar 31, 2024
ROYAL BANK OF CANADA	1.81%	0.00%	267,588	-29,948	-10.07%	1,646,000	Mar 31, 2024
NANTAHALA CAPITAL MANAGEMENT, LLC	1.61%	0.08%	239,197	-3,524	-1.45%	1,471,062	Mar 31, 2024
IAT REINSURANCE CO LTD.	23.05%	0.83%	3,416,664	-	-	1,873,450	Mar 31, 2024
RONALD BLUE TRUST, INC.	0.49%	0.01%	72,637	-	-	446,718,000	Mar 31, 2024
FOUNDERS CAPITAL MANAGEMENT	0.01%	0.00%	1,177	-	-	7,239	Mar 31, 2024
PFS PARTNERS, LLC	0.00%	0.00%	58	-	-	357	Mar 31, 2024
LARSON FINANCIAL GROUP LLC	0.00%	0.00%	226	-	-	1,390,000	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.15%	-	22,477	-	-	138,236,000	Mar 31, 2024
CREWE ADVISORS LLC	-	-	3	-	-	19	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.38%	0.00%	56,214	1,100	2.00%	346,000	Mar 31, 2024
BELVEDERE TRADING LLC	0.04%	-	5,800	5,300	1060.00%	35,670	Mar 31, 2024
UBS GROUP AG	0.07%	-	10,584	10,284	3428.00%	65,092	Mar 31, 2024
BELVEDERE TRADING LLC	0.28%	0.00%	41,327	25,743	165.19%	254,161	Mar 31, 2024
GROUP ONE TRADING, L.P.	0.20%	0.00%	29,162	27,702	1897.40%	179,346	Mar 31, 2024

As of Mar 31 2024, Scully Royalty's biggest institutional seller is MORGAN STANLEY. The company sold -39.55K shares of SRL, valued at $1.30M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Scully Royalty Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Brightgate Focus, FI	11.59%	29,664	27,762	1459.62%	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

Date	Holdings	Change %
31 Mar, 24	12	-20.00%
31 Dec, 23	15	36.36%
30 Sep, 23	11	-21.43%
30 Jun, 23	14	-6.67%
31 Mar, 23	15	36.36%
31 Dec, 22	11	-8.33%
30 Sep, 22	12	-7.69%
30 Jun, 22	13	8.33%
31 Mar, 22	12	-7.69%
31 Dec, 21	13	18.18%
30 Sep, 21	11	-15.38%
30 Jun, 21	13	8.33%
31 Mar, 21	12	-14.29%
31 Dec, 20	14	-6.67%
30 Sep, 20	15	7.14%
30 Jun, 20	14	-
31 Mar, 20	14	-
31 Dec, 19	14	-17.65%
30 Sep, 19	17	-15.00%
30 Jun, 19	20	-

As of 31 Mar 24, 12 institutions are holding Scully Royalty's shares, representing a decrease of -20.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	3,650,529	-16.59%
31 Dec, 23	4,376,565	-0.41%
30 Sep, 23	4,394,800	-0.25%
30 Jun, 23	4,405,827	-0.57%
31 Mar, 23	4,430,975	0.49%
31 Dec, 22	4,409,184	-0.53%
30 Sep, 22	4,432,672	-6.79%
30 Jun, 22	4,755,498	0.39%
31 Mar, 22	4,736,916	3.43%
31 Dec, 21	4,579,952	8.75%
30 Sep, 21	4,211,577	-0.41%
30 Jun, 21	4,228,952	5.45%
31 Mar, 21	4,010,285	-0.15%
31 Dec, 20	4,016,273	1.10%
30 Sep, 20	3,972,731	0.83%
30 Jun, 20	3,939,888	0.30%
31 Mar, 20	3,928,055	-0.34%
31 Dec, 19	3,941,468	-1.97%
30 Sep, 19	4,020,641	6.79%
30 Jun, 19	3,764,979	-

Scully Royalty (SRL) has 3.65M shares outstanding as of 31 Mar 24, down -16.59% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	24.63%	2.82%
31 Dec, 23	29.55%	3.34%
30 Sep, 23	29.74%	3.35%
30 Jun, 23	29.81%	3.32%
31 Mar, 23	29.98%	3.37%
31 Dec, 22	29.83%	3.32%
30 Sep, 22	29.99%	2.90%
30 Jun, 22	32.18%	3.13%
31 Mar, 22	32.05%	3.34%
31 Dec, 21	30.99%	3.82%
30 Sep, 21	28.50%	3.48%
30 Jun, 21	28.61%	3.89%
31 Mar, 21	27.13%	3.67%
31 Dec, 20	27.18%	3.76%
30 Sep, 20	26.88%	3.78%
30 Jun, 20	26.68%	3.77%
31 Mar, 20	26.60%	3.15%
31 Dec, 19	29.08%	3.31%
30 Sep, 19	29.66%	3.83%
30 Jun, 19	27.81%	-

As of 31 Mar 24, Scully Royalty is held by 24.63% institutional shareholders, representing a 2.82% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	4	-
31 Dec, 23	4	300.00%
30 Sep, 23	1	-75.00%
30 Jun, 23	4	-33.33%
31 Mar, 23	6	200.00%
31 Dec, 22	2	-50.00%
30 Sep, 22	4	-42.86%
30 Jun, 22	7	75.00%
31 Mar, 22	4	-69.23%
31 Dec, 21	13	225.00%
30 Sep, 21	4	-60.00%
30 Jun, 21	10	233.33%
31 Mar, 21	3	-50.00%
31 Dec, 20	6	20.00%
30 Sep, 20	5	-
30 Jun, 20	5	66.67%
31 Mar, 20	3	-25.00%
31 Dec, 19	4	-50.00%
30 Sep, 19	8	-60.00%
30 Jun, 19	20	-

4 institutional shareholders have increased their position in SRL stock as of 31 Mar 24 compared to 4 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	-	-100.00%
31 Dec, 23	4	-
30 Sep, 23	4	33.33%
30 Jun, 23	3	-
31 Mar, 23	3	-40.00%
31 Dec, 22	5	25.00%
30 Sep, 22	4	100.00%
30 Jun, 22	2	-33.33%
31 Mar, 22	3	-
31 Dec, 21	-	-100.00%
30 Sep, 21	4	33.33%
30 Jun, 21	3	-40.00%
31 Mar, 21	5	25.00%
31 Dec, 20	4	33.33%
30 Sep, 20	3	-
30 Jun, 20	3	-57.14%
31 Mar, 20	7	16.67%
31 Dec, 19	6	-
30 Sep, 19	6	-
30 Jun, 19	-	-

- institutional shareholders have reduced their position in SRL stock as of 31 Mar 24 compared to 4 in the previous quarter (a -100.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	12	-20.00%	3,650,529	-16.59%	24.63%	2.82%	4	-	-	-100.00%
31 Dec, 23	15	36.36%	4,376,565	-0.41%	29.55%	3.34%	4	300.00%	4	-
30 Sep, 23	11	-21.43%	4,394,800	-0.25%	29.74%	3.35%	1	-75.00%	4	33.33%
30 Jun, 23	14	-6.67%	4,405,827	-0.57%	29.81%	3.32%	4	-33.33%	3	-
31 Mar, 23	15	36.36%	4,430,975	0.49%	29.98%	3.37%	6	200.00%	3	-40.00%
31 Dec, 22	11	-8.33%	4,409,184	-0.53%	29.83%	3.32%	2	-50.00%	5	25.00%
30 Sep, 22	12	-7.69%	4,432,672	-6.79%	29.99%	2.90%	4	-42.86%	4	100.00%
30 Jun, 22	13	8.33%	4,755,498	0.39%	32.18%	3.13%	7	75.00%	2	-33.33%
31 Mar, 22	12	-7.69%	4,736,916	3.43%	32.05%	3.34%	4	-69.23%	3	-
31 Dec, 21	13	18.18%	4,579,952	8.75%	30.99%	3.82%	13	225.00%	-	-100.00%
30 Sep, 21	11	-15.38%	4,211,577	-0.41%	28.50%	3.48%	4	-60.00%	4	33.33%
30 Jun, 21	13	8.33%	4,228,952	5.45%	28.61%	3.89%	10	233.33%	3	-40.00%
31 Mar, 21	12	-14.29%	4,010,285	-0.15%	27.13%	3.67%	3	-50.00%	5	25.00%
31 Dec, 20	14	-6.67%	4,016,273	1.10%	27.18%	3.76%	6	20.00%	4	33.33%
30 Sep, 20	15	7.14%	3,972,731	0.83%	26.88%	3.78%	5	-	3	-
30 Jun, 20	14	-	3,939,888	0.30%	26.68%	3.77%	5	66.67%	3	-57.14%
31 Mar, 20	14	-	3,928,055	-0.34%	26.60%	3.15%	3	-25.00%	7	16.67%
31 Dec, 19	14	-17.65%	3,941,468	-1.97%	29.08%	3.31%	4	-50.00%	6	-
30 Sep, 19	17	-15.00%	4,020,641	6.79%	29.66%	3.83%	8	-60.00%	6	-
30 Jun, 19	20	-	3,764,979	-	27.81%	-	20	-	-	-

Scully Royalty Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 19, 2003	FEUERSTEIN STEFAN	director	-	S-Sale	Sell	50,000	$12.87	$643.50K	-

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 19, 2003	FEUERSTEIN STEFAN	director	-	S-Sale	Sell	50,000	$12.87	$643.50K	-
Aug 19, 2003	FEUERSTEIN STEFAN	director	-	X-InTheMoney	Sell	50,000	$7.00	$350.00K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 07, 2005	CROWN JAMES S	director	-	A-Award	Buy	4,339	$19.59	$85.02K	42,463
Jul 07, 2005	CROWN JAMES S	director	-	A-Award	Buy	3,828	$19.59	$75.01K	38,124
Aug 19, 2003	FEUERSTEIN STEFAN	director	-	X-InTheMoney	Buy	50,000	$7.00	$350.00K	50,000
Aug 19, 2003	FEUERSTEIN STEFAN	director	-	S-Sale	Sell	50,000	$12.87	$643.50K	-
Aug 19, 2003	FEUERSTEIN STEFAN	director	-	X-InTheMoney	Sell	50,000	$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

Date	Buy	Sell	Buy/Sell Ratio
Q1 2006	1	1	100.00%
Q2 2005	2	-	-
Q1 2005	-	1	-
Q4 2004	2	-	-
Q3 2004	2	-	-
Q2 2004	-	-	-
Q3 2003	1	2	50.00%

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

Date	Buy	Sell	Buy/Sell Ratio
Q1 2006	-	-	-
Q2 2005	-	-	-
Q1 2005	-	-	-
Q4 2004	2	-	-
Q3 2004	1	-	-
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

Ticker	Company
PJT	PJT Partners Inc.
DFIN	Donnelley Financial Solutions, Inc.
EVR	Evercore Inc.
OPY	Oppenheimer Holdings Inc.
HLI	Houlihan Lokey, Inc.
PIPR	Piper Sandler Companies
SF	Stifel Financial Corp.
PWP	Perella Weinberg Partners
MC	Moelis & Company

SRL Ownership FAQ

Who Owns Scully Royalty?

Scully Royalty is owned by institutional shareholders (24.63%), insiders (73.25%), and public (2.13%). The largest institutional shareholder of Scully Royalty is IAT REINSURANCE CO LTD. (23.05% of total shares) and the top mutual fund owner is Brightgate Focus, FI (11.59% of total shares).

Who are the major institutional shareholders of Scully Royalty?

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 28.38% of the company's share outstanding.

How many Scully Royalty shareholders are there?

As of Mar 2024, there are 12 institutional shareholders of Scully Royalty.

What percentage of Scully Royalty is owned by IAT REINSURANCE CO LTD?

IAT REINSURANCE CO LTD owns 3.42M shares of Scully Royalty, representing 23.05% of the company's total shares outstanding, valued at $1.87M (as of Mar 2024).

What percentage of Scully Royalty is owned by ROYAL BANK OF CANADA?

As of Mar 2024, ROYAL BANK OF CANADA holds 267.59K shares of Scully Royalty (SRL), compromising 1.81% of the company, valued at $1.65M.

What percentage of Scully Royalty is owned by NANTAHALA CAPITAL MANAGEMENT, LLC?

NANTAHALA CAPITAL MANAGEMENT, LLC is the third largest holder of Scully Royalty. The company owns 239.2K of the company's shares outstanding (worth $1.47M).