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 25 institutions that hold shares in the stock, with a total of 4.35 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
3,860,460
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
123,207
shares
|
$641,908
0.0% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
53,432
shares
|
$278,380
0.02% of portfolio
|
Q1 2022
Reduced 34.38%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
49,485
shares
|
$257,816
0.02% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
44,600
shares
|
$232,366
0.0% of portfolio
|
Q2 2025
Added 57.04%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
32,667
shares
|
$170,195
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
29,833
shares
|
$155,429
0.0% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
29,500
shares
|
$153,695
0.0% of portfolio
|
Q2 2025
Added 210.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
25,863
shares
|
$134,746
0.06% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,579
shares
|
$91,586
0.0% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
14,744
shares
|
$76,816
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,317
shares
|
$64,171
0.0% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,161
shares
|
$63,358
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
11,257
shares
|
$58,648
0.01% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
10,800
shares
|
$56,268
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$52,100
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,113
shares
|
$37,058
0.0% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,201
shares
|
$11,467
0.0% of portfolio
|
Q4 2024
Reduced 62.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
874
shares
|
$4,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
367
shares
|
$1,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
317
shares
|
$1,651
0.0% of portfolio
|
Q3 2023
Added 1.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
300
shares
|
$1,563
0.0% of portfolio
|
Q1 2025
Added 51.52%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
20
shares
|
$104
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|