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 32 institutions that hold shares in the stock, with a total of 531,223 shares, which have been reported (via 13F filing form) to have a value of $2.53 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
157,067
shares
|
$750,780
0.0% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
64,600
shares
|
$308,788
0.01% of portfolio
|
Q4 2024
Added 102.83%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
53,432
shares
|
$255,404
0.02% of portfolio
|
Q1 2022
Reduced 34.38%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
32,700
shares
|
$156,306
0.04% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
28,605
shares
|
$136,731
0.0% of portfolio
|
Q3 2024
Added 60.97%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
27,000
shares
|
$129,060
0.0% of portfolio
|
Q4 2024
Added 38.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
25,863
shares
|
$123,625
0.05% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,748
shares
|
$84,835
0.0% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,966
shares
|
$81,097
0.0% of portfolio
|
Q4 2024
Added 63.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,035
shares
|
$62,307
0.0% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
13,028
shares
|
$62,273
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,784
shares
|
$61,107
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
11,257
shares
|
$53,808
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
10,800
shares
|
$51,624
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,000
shares
|
$47,800
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$44,454
0.0% of portfolio
|
Q3 2024
Reduced 23.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
9,000
shares
|
$43,020
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,932
shares
|
$28,354
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,903
shares
|
$28,216
0.0% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,201
shares
|
$10,520
0.0% of portfolio
|
Q4 2024
Reduced 62.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,005
shares
|
$4,803
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$4,780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
735
shares
|
$3,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$2,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
317
shares
|
$1,515
0.0% of portfolio
|
Q3 2023
Added 1.6%
|