NRT

North European Oil Royalty Trust

20 hedge funds and large institutions have $7.37M invested in North European Oil Royalty Trust in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.62M 461,710 -18,367 -4%
WTA
2
Washington Trust Advisors
Massachusetts
$814K 81,432 +81,432 New
FIM
3
Fruth Investment Management
Texas
$348K 34,800
NRS
4
Neville Rodie & Shaw
New York
$280K 27,999
NA
5
Navellier & Associates
Nevada
$226K 22,528 +22,528 New
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$203K 20,276 -4,944 -20%
Bank of America
7
Bank of America
North Carolina
$168K 16,788 +31 +0.2%
MA
8
Mutual Advisors
Nebraska
$133K 13,321
SS
9
Sunbelt Securities
Texas
$130K 10,000
UBS Group
10
UBS Group
Switzerland
$114K 11,392 +11,392 New
AIP
11
ARS Investment Partners
New York
$110K 11,000
JEST
12
JTC Employer Solutions Trustee
Jersey
$60K 6,000
PMFA
13
Plante Moran Financial Advisors
Michigan
$59K 5,932
Wells Fargo
14
Wells Fargo
California
$50K 5,000
Osaic Holdings
15
Osaic Holdings
Arizona
$29K 2,803 -70 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20K 2,000
SCA
17
Stonebridge Capital Advisors
Minnesota
$4K 350
BWM
18
Baystate Wealth Management
Massachusetts
$2K 237 +237 New
TRCT
19
Tower Research Capital (TRC)
New York
$1K 100 +100 New
WT
20
Washington Trust
Rhode Island
-81,432 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-11,567 Closed
CI
22
CX Institutional
Indiana
-2,500 Closed
Simplex Trading
23
Simplex Trading
Illinois
-550 Closed
HI
24
Harbour Investments
Wisconsin
-200 Closed
LF
25
Lee Financial
Texas
$0 35