NRT

North European Oil Royalty Trust
NRT

Overview Fund Activity

28 hedge funds and large institutions have $2.5M invested in North European Oil Royalty Trust in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
6
Closed
3
Calls
$1K
Puts
$62K
Net Calls
-$61K
Net Calls Change
-$56K

Top Buyers

1
SGI
1
Swan Global Investments
Colorado
$167K
2
LPL Financial
2
LPL Financial
California
$150K
3
UBS Group
3
UBS Group
Switzerland
$54.5K
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$102K
5
MA
5
Mutual Advisors
Nebraska
$125K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$663K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$74.2K
4
Bank of America
4
Bank of America
North Carolina
$48.8K
5
FFA
5
Farther Finance Advisors
California
$30.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$663K -$182K -34,598 -22%
WTA
2
Washington Trust Advisors
Massachusetts
$279K – – –
FIM
3
Fruth Investment Management
Texas
$178K – – –
SGI
4
Swan Global Investments
Colorado
$167K +$167K +31,850 New
LPL Financial
5
LPL Financial
California
$150K +$56.9K +10,835 +61%
USB
6
Union Savings Bank
Connecticut
$136K – – –
MA
7
Mutual Advisors
Nebraska
$125K +$22.9K +4,407 +23%
PGFC
8
Peapack-Gladstone Financial Corp
New Jersey
$102K +$26.2K +5,000 +34%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$74.2K -$37.8K -7,203 -34%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$68.4K – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$66K -$1.56K -300 -2%
WSCM
12
Wellington Shields Capital Management
New York
$59.1K -$7.88K -1,500 -12%
WSC
13
Wellington Shields & Co
New York
$56.7K – – –
UBS Group
14
UBS Group
Switzerland
$54.5K +$54.5K +10,385 New
SS
15
Sunbelt Securities
Texas
$52.5K – – –
Bank of America
16
Bank of America
North Carolina
$48.8K -$15.2K -2,893 -24%
Wells Fargo
17
Wells Fargo
California
$47.3K +$21K +4,001 +80%
Osaic Holdings
18
Osaic Holdings
Arizona
$34.1K – – –
JEST
19
JTC Employer Solutions Trustee
Jersey
$32K – – –
PMFA
20
Plante Moran Financial Advisors
Michigan
$31K – – –
Comerica Bank
21
Comerica Bank
Texas
$31K +$6.3K +1,200 +26%
FFA
22
Farther Finance Advisors
California
$30.3K -$14.6K -2,799 -33%
HI
23
Harbour Investments
Wisconsin
$5.25K +$5.25K +1,000 New
ACA
24
American Capital Advisory
Idaho
$5.23K +$5.23K +1,000 New
AWM
25
Activest Wealth Management
Florida
$5.2K – – –
1
2