NRT

North European Oil Royalty Trust

27 hedge funds and large institutions have $5.31M invested in North European Oil Royalty Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 12 closing their positions.

Holders
27
Holders Change
-8
Holders Change %
-22.86%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
5
Closed
12
Calls
$1K
Puts
$12K
Net Calls
-$11K
Net Calls Change
+$371K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.16M 541,208 +409,633 +311%
WTA
2
Washington Trust Advisors
Massachusetts
$311K 53,432
USB
3
Union Savings Bank
Connecticut
$302K 51,728 -2,720 -5%
GCP
4
GSA Capital Partners
United Kingdom
$246K 42,204 -1,952 -4%
FIM
5
Fruth Investment Management
Texas
$199K 34,200 -500 -1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$196K 33,547 +21,836 +186%
LPL Financial
7
LPL Financial
California
$101K 17,264 +17,264 New
FWCM
8
Ferguson Wellman Capital Management
Oregon
$77.3K 13,254
XT
9
XTX Topco
Cayman Islands
$76.2K 13,075 +13,075 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$76K 13,028
WSCM
11
Wellington Shields Capital Management
New York
$74.4K 12,757
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$73K 12,500 +12,500 New
Bank of America
13
Bank of America
North Carolina
$69.1K 11,856
WSC
14
Wellington Shields & Co
New York
$63K 10,800
SS
15
Sunbelt Securities
Texas
$58.3K 10,000
FFA
16
Farther Finance Advisors
California
$50.1K 8,600
JEST
17
JTC Employer Solutions Trustee
Jersey
$36K 6,000
UBS Group
18
UBS Group
Switzerland
$35.2K 6,032 -4,924 -45%
PMFA
19
Plante Moran Financial Advisors
Michigan
$34.5K 5,932
Wells Fargo
20
Wells Fargo
California
$29.2K 5,001
Osaic Holdings
21
Osaic Holdings
Arizona
$28.4K 4,866
Comerica Bank
22
Comerica Bank
Texas
$10.4K 1,786 -219 -11%
Simplex Trading
23
Simplex Trading
Illinois
$7K 1,236 +1,189 +2,530%
RFG
24
RFP Financial Group
Georgia
$1.99K 342
BWM
25
Baystate Wealth Management
Massachusetts
$1.85K 317