NRT

North European Oil Royalty Trust
NRT

Overview Fund Activity

26 hedge funds and large institutions have $2.99M invested in North European Oil Royalty Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
4
Closed
7
Calls
$1K
Puts
$6K
Net Calls
-$5K
Net Calls Change
+$61K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$137K
2
LPL Financial
2
LPL Financial
California
$114K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$83K
4
MA
4
Mutual Advisors
Nebraska
$122K
5
AWM
5
Activest Wealth Management
Florida
$6.35K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.03M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.7K
3
SGI
3
Swan Global Investments
Colorado
$0
4
FWCM
4
Ferguson Wellman Capital Management
Oregon
$0
5
PGFC
5
Peapack-Gladstone Financial Corp
New Jersey
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.03M -$457K -71,334 -31%
WTA
2
Washington Trust Advisors
Massachusetts
$341K – – –
FIM
3
Fruth Investment Management
Texas
$218K – – –
USB
4
Union Savings Bank
Connecticut
$166K – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$137K +$137K +21,337 New
MA
6
Mutual Advisors
Nebraska
$122K +$7.86K +1,260 +7%
LPL Financial
7
LPL Financial
California
$114K +$24.8K +3,872 +28%
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$93K -$45.1K -7,027 -33%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$83.5K – – –
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$83K +$15.4K +2,412 +23%
WSCM
11
Wellington Shields Capital Management
New York
$81.8K – – –
Bank of America
12
Bank of America
North Carolina
$78.2K +$2.02K +315 +3%
WSC
13
Wellington Shields & Co
New York
$69.2K – – –
SS
14
Sunbelt Securities
Texas
$64.1K – – –
Citadel Advisors
15
Citadel Advisors
Florida
$61.7K -$191K -29,756 -76%
FFA
16
Farther Finance Advisors
California
$53.8K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$41.6K -$8.83K -1,377 -17%
JEST
18
JTC Employer Solutions Trustee
Jersey
$39K – – –
PMFA
19
Plante Moran Financial Advisors
Michigan
$37.9K – – –
Wells Fargo
20
Wells Fargo
California
$32.1K – – –
Comerica Bank
21
Comerica Bank
Texas
$30.1K +$2.56K +399 +9%
AWM
22
Activest Wealth Management
Florida
$6.35K +$6.35K +990 New
RFG
23
RFP Financial Group
Georgia
$2.19K – – –
Group One Trading
24
Group One Trading
Illinois
$2.15K +$1.92K +300 +857%
IAIM
25
International Assets Investment Management
Florida
$51 +$51 +8 New
1
2