Scully Royalty Ownership 2024 | Who Owns Scully Royalty Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
IAT REINSURANCE CO LTD. | 22.11% | 5.13% | 3,416,664 | - | - | 24,326,648 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.70% | 0.00% | 263,467 | -4,121 | -1.54% | 1,875,000 | Jun 30, 2024 |
NANTAHALA CAPITAL MANAGEMENT, LLC | 1.55% | 0.10% | 239,197 | - | - | 1,703,083 | Jun 30, 2024 |
MORGAN STANLEY | 1.33% | 0.00% | 205,023 | -6,039 | -2.86% | 1,459,764 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | 0.47% | 0.01% | 72,637 | - | - | 446,718 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.35% | 0.00% | 54,514 | -1,700 | -3.02% | 388,140 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.15% | - | 22,477 | - | - | 160,036 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 5,956 | -4,628 | -43.73% | 42,407 | Jun 30, 2024 |
FOUNDERS CAPITAL MANAGEMENT | 0.01% | 0.01% | 1,177 | - | - | 8,380 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.01% | - | 1,016 | 1,016 | 100.00% | 7,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 426 | 426 | 100.00% | 3,033 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 226 | - | - | 1,609 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 65 | 65 | 100.00% | 463 | Jun 30, 2024 |
PFS PARTNERS, LLC | 0.00% | 0.00% | 58 | - | - | 413 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | - | 5 | 5 | 100.00% | 36 | Jun 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 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
IAT REINSURANCE CO LTD. | 22.11% | 5.13% | 3,416,664 | - | - | 24,326,648 | Jun 30, 2024 |
NANTAHALA CAPITAL MANAGEMENT, LLC | 1.55% | 0.10% | 239,197 | - | - | 1,703,083 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | 0.47% | 0.01% | 72,637 | - | - | 446,718 | Jun 30, 2024 |
FOUNDERS CAPITAL MANAGEMENT | 0.01% | 0.01% | 1,177 | - | - | 8,380 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.35% | 0.00% | 54,514 | -1,700 | -3.02% | 388,140 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.70% | 0.00% | 263,467 | -4,121 | -1.54% | 1,875,000 | Jun 30, 2024 |
PFS PARTNERS, LLC | 0.00% | 0.00% | 58 | - | - | 413 | Jun 30, 2024 |
MORGAN STANLEY | 1.33% | 0.00% | 205,023 | -6,039 | -2.86% | 1,459,764 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 226 | - | - | 1,609 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.15% | - | 22,477 | - | - | 160,036 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | - | 5 | 5 | 100.00% | 36 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 5,956 | -4,628 | -43.73% | 42,407 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.01% | - | 1,016 | 1,016 | 100.00% | 7,000 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 65 | 65 | 100.00% | 463 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 426 | 426 | 100.00% | 3,033 | Jun 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 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SIMPLEX TRADING, LLC | 0.01% | - | 1,016 | 1,016 | 100.00% | 7,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 426 | 426 | 100.00% | 3,033 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 65 | 65 | 100.00% | 463 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | - | 5 | 5 | 100.00% | 36 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.15% | - | 22,477 | - | - | 160,036 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 226 | - | - | 1,609 | Jun 30, 2024 |
PFS PARTNERS, LLC | 0.00% | 0.00% | 58 | - | - | 413 | Jun 30, 2024 |
FOUNDERS CAPITAL MANAGEMENT | 0.01% | 0.01% | 1,177 | - | - | 8,380 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | 0.47% | 0.01% | 72,637 | - | - | 446,718 | Jun 30, 2024 |
NANTAHALA CAPITAL MANAGEMENT, LLC | 1.55% | 0.10% | 239,197 | - | - | 1,703,083 | Jun 30, 2024 |
IAT REINSURANCE CO LTD. | 22.11% | 5.13% | 3,416,664 | - | - | 24,326,648 | Jun 30, 2024 |
CREWE ADVISORS LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.35% | 0.00% | 54,514 | -1,700 | -3.02% | 388,140 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.70% | 0.00% | 263,467 | -4,121 | -1.54% | 1,875,000 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 5,956 | -4,628 | -43.73% | 42,407 | Jun 30, 2024 |
MORGAN STANLEY | 1.33% | 0.00% | 205,023 | -6,039 | -2.86% | 1,459,764 | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -29,162 | -100.00% | - | Jun 30, 2024 |
BELVEDERE TRADING LLC | - | - | - | -41,327 | -100.00% | - | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BELVEDERE TRADING LLC | - | - | - | -41,327 | -100.00% | - | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -29,162 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 1.33% | 0.00% | 205,023 | -6,039 | -2.86% | 1,459,764 | Jun 30, 2024 |
UBS GROUP AG | 0.04% | - | 5,956 | -4,628 | -43.73% | 42,407 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 1.70% | 0.00% | 263,467 | -4,121 | -1.54% | 1,875,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.35% | 0.00% | 54,514 | -1,700 | -3.02% | 388,140 | Jun 30, 2024 |
CREWE ADVISORS LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
IAT REINSURANCE CO LTD. | 22.11% | 5.13% | 3,416,664 | - | - | 24,326,648 | Jun 30, 2024 |
NANTAHALA CAPITAL MANAGEMENT, LLC | 1.55% | 0.10% | 239,197 | - | - | 1,703,083 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | 0.47% | 0.01% | 72,637 | - | - | 446,718 | Jun 30, 2024 |
FOUNDERS CAPITAL MANAGEMENT | 0.01% | 0.01% | 1,177 | - | - | 8,380 | Jun 30, 2024 |
PFS PARTNERS, LLC | 0.00% | 0.00% | 58 | - | - | 413 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 226 | - | - | 1,609 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.15% | - | 22,477 | - | - | 160,036 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | - | 5 | 5 | 100.00% | 36 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 65 | 65 | 100.00% | 463 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 426 | 426 | 100.00% | 3,033 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.01% | - | 1,016 | 1,016 | 100.00% | 7,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SIMPLEX TRADING, LLC | 0.01% | - | 1,016 | 1,016 | 100.00% | 7,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.00% | - | 426 | 426 | 100.00% | 3,033 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 65 | 65 | 100.00% | 463 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | - | 5 | 5 | 100.00% | 36 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 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 Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 15 | - |
31 Mar, 24 | 15 | - |
31 Dec, 23 | 15 | 25.00% |
30 Sep, 23 | 12 | -20.00% |
30 Jun, 23 | 15 | -6.25% |
31 Mar, 23 | 16 | 33.33% |
31 Dec, 22 | 12 | -7.69% |
30 Sep, 22 | 13 | -7.14% |
30 Jun, 22 | 14 | 7.69% |
31 Mar, 22 | 13 | - |
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 | -22.22% |
30 Sep, 19 | 18 | -14.29% |
30 Jun, 19 | 21 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 4,282,908 | -1.96% |
31 Mar, 24 | 4,368,376 | -0.19% |
31 Dec, 23 | 4,376,565 | -0.41% |
30 Sep, 23 | 4,394,801 | -0.25% |
30 Jun, 23 | 4,405,828 | -0.57% |
31 Mar, 23 | 4,430,976 | 0.49% |
31 Dec, 22 | 4,409,185 | -0.53% |
30 Sep, 22 | 4,432,673 | -6.79% |
30 Jun, 22 | 4,755,499 | 0.39% |
31 Mar, 22 | 4,736,917 | 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 | -2.28% |
30 Sep, 19 | 4,033,416 | 7.13% |
30 Jun, 19 | 3,764,979 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 27.71% | 3.19% |
31 Mar, 24 | 29.47% | 3.38% |
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% | 3.27% |
30 Sep, 21 | 30.78% | 3.22% |
30 Jun, 21 | 30.90% | 3.03% |
31 Mar, 21 | 31.94% | 3.12% |
31 Dec, 20 | 31.99% | 3.19% |
30 Sep, 20 | 31.64% | 3.21% |
30 Jun, 20 | 31.41% | 3.20% |
31 Mar, 20 | 31.32% | 2.67% |
31 Dec, 19 | 34.23% | 2.79% |
30 Sep, 19 | 35.03% | 3.27% |
30 Jun, 19 | 32.74% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 4 | - |
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 | 40.00% |
31 Mar, 22 | 5 | -61.54% |
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 | -55.56% |
30 Sep, 19 | 9 | -57.14% |
30 Jun, 19 | 21 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 4 | 33.33% |
31 Mar, 24 | 3 | -25.00% |
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 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 15 | - | 4,282,908 | -1.96% | 27.71% | 3.19% | 4 | - | 4 | 33.33% |
31 Mar, 24 | 15 | - | 4,368,376 | -0.19% | 29.47% | 3.38% | 4 | - | 3 | -25.00% |
31 Dec, 23 | 15 | 25.00% | 4,376,565 | -0.41% | 29.55% | 3.34% | 4 | 300.00% | 4 | - |
30 Sep, 23 | 12 | -20.00% | 4,394,801 | -0.25% | 29.74% | 3.35% | 1 | -75.00% | 4 | 33.33% |
30 Jun, 23 | 15 | -6.25% | 4,405,828 | -0.57% | 29.81% | 3.32% | 4 | -33.33% | 3 | - |
31 Mar, 23 | 16 | 33.33% | 4,430,976 | 0.49% | 29.98% | 3.37% | 6 | 200.00% | 3 | -40.00% |
31 Dec, 22 | 12 | -7.69% | 4,409,185 | -0.53% | 29.83% | 3.32% | 2 | -50.00% | 5 | 25.00% |
30 Sep, 22 | 13 | -7.14% | 4,432,673 | -6.79% | 29.99% | 2.90% | 4 | -42.86% | 4 | 100.00% |
30 Jun, 22 | 14 | 7.69% | 4,755,499 | 0.39% | 32.18% | 3.13% | 7 | 40.00% | 2 | -33.33% |
31 Mar, 22 | 13 | - | 4,736,917 | 3.43% | 32.05% | 3.34% | 5 | -61.54% | 3 | - |
31 Dec, 21 | 13 | 18.18% | 4,579,952 | 8.75% | 30.99% | 3.27% | 13 | 225.00% | - | -100.00% |
30 Sep, 21 | 11 | -15.38% | 4,211,577 | -0.41% | 30.78% | 3.22% | 4 | -60.00% | 4 | 33.33% |
30 Jun, 21 | 13 | 8.33% | 4,228,952 | 5.45% | 30.90% | 3.03% | 10 | 233.33% | 3 | -40.00% |
31 Mar, 21 | 12 | -14.29% | 4,010,285 | -0.15% | 31.94% | 3.12% | 3 | -50.00% | 5 | 25.00% |
31 Dec, 20 | 14 | -6.67% | 4,016,273 | 1.10% | 31.99% | 3.19% | 6 | 20.00% | 4 | 33.33% |
30 Sep, 20 | 15 | 7.14% | 3,972,731 | 0.83% | 31.64% | 3.21% | 5 | - | 3 | - |
30 Jun, 20 | 14 | - | 3,939,888 | 0.30% | 31.41% | 3.20% | 5 | 66.67% | 3 | -57.14% |
31 Mar, 20 | 14 | - | 3,928,055 | -0.34% | 31.32% | 2.67% | 3 | -25.00% | 7 | 16.67% |
31 Dec, 19 | 14 | -22.22% | 3,941,468 | -2.28% | 34.23% | 2.79% | 4 | -55.56% | 6 | - |
30 Sep, 19 | 18 | -14.29% | 4,033,416 | 7.13% | 35.03% | 3.27% | 9 | -57.14% | 6 | - |
30 Jun, 19 | 21 | - | 3,764,979 | - | 32.74% | - | 21 | - | - | - |
Scully Royalty Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
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% |
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 | - |
SRL Ownership FAQ
Who Owns Scully Royalty?
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).
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 27.15% of the company's share outstanding.
How many Scully Royalty shareholders are there?
As of Jun 2024, there are 15 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 22.11% of the company's total shares outstanding, valued at $24.33M (as of Jun 2024).
What percentage of Scully Royalty is owned by ROYAL BANK OF CANADA?
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.
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 $1.7M).