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 28 institutions that hold shares in the stock, with a total of 525,972 shares, which have been reported (via 13F filing form) to have a value of $2.36 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
147,688
shares
|
$704,471
0.0% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
53,432
shares
|
$254,870
0.02% of portfolio
|
Q1 2022
Reduced 34.38%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
41,158
shares
|
$196,323
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
32,831
shares
|
$156,603
0.0% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
32,700
shares
|
$155,979
0.04% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
28,400
shares
|
$135,468
0.0% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
25,863
shares
|
$123,366
0.06% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
24,591
shares
|
$117,299
0.0% of portfolio
|
Q1 2025
Added 44.94%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
16,900
shares
|
$80,613
0.0% of portfolio
|
Q1 2025
Reduced 73.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,175
shares
|
$77,154
0.0% of portfolio
|
Q1 2025
Added 8280.83%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,483
shares
|
$59,543
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,317
shares
|
$58,752
0.0% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,061
shares
|
$57,530
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
11,257
shares
|
$53,695
0.01% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,911
shares
|
$52,045
0.0% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
10,800
shares
|
$51,515
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,000
shares
|
$47,699
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,500
shares
|
$45,314
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,001
shares
|
$33,394
0.0% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,932
shares
|
$28,295
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,201
shares
|
$10,498
0.0% of portfolio
|
Q4 2024
Reduced 62.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,014
shares
|
$4,836
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
317
shares
|
$1,512
0.0% of portfolio
|
Q3 2023
Added 1.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
300
shares
|
$1,430
0.0% of portfolio
|
Q1 2025
Added 51.52%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
140
shares
|
$667
0.0% of portfolio
|
Q1 2025
New holding
|