Institutional Ownership North European Oil Royalty Trust (NRT)
This table provides information about the institutional ownership of North European Oil Royalty Trust (NRT). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 483,369 shares, which have been reported (via 13F filing form) to have a value of $3.05 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
139,210
shares
|
$879,807
0.0% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
53,432
shares
|
$337,690
0.02% of portfolio
|
Q1 2022
Reduced 34.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
44,600
shares
|
$281,872
0.0% of portfolio
|
Q2 2025
Added 57.04%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
43,297
shares
|
$273,637
0.02% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
32,034
shares
|
$202,454
0.05% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,443
shares
|
$173,439
0.0% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
25,863
shares
|
$163,454
0.06% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
24,420
shares
|
$154,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,061
shares
|
$95,185
0.0% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,693
shares
|
$86,539
0.0% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12,317
shares
|
$77,843
0.0% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11,257
shares
|
$71,144
0.01% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,800
shares
|
$68,256
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,000
shares
|
$63,200
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$60,040
0.0% of portfolio
|
Q3 2025
Reduced 67.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,000
shares
|
$44,240
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,201
shares
|
$13,910
0.0% of portfolio
|
Q4 2024
Reduced 62.06%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
385
shares
|
$2,433
0.0% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
317
shares
|
$2,003
0.0% of portfolio
|
Q3 2023
Added 1.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
300
shares
|
$1,896
0.0% of portfolio
|
Q1 2025
Added 51.52%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
218
shares
|
$1,377
0.0% of portfolio
|
Q3 2025
Reduced 98.76%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
21
shares
|
$132
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|