NRT

North European Oil Royalty Trust
NRT

Overview Fund Activity

27 hedge funds and large institutions have $2.22M invested in North European Oil Royalty Trust in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
5
Closed
4
Calls
–
Puts
$42K
Net Calls
-$42K
Net Calls Change
+$19K

Top Buyers

1
SGI
1
Swan Global Investments
Colorado
$261K
2
Morgan Stanley
2
Morgan Stanley
New York
$635K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$61.2K
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$109K
5
UBS Group
5
UBS Group
Switzerland
$68.5K

Top Sellers

1
JEST
1
JTC Employer Solutions Trustee
Jersey
$0
2
MA
2
Mutual Advisors
Nebraska
$89.1K
3
FFA
3
Farther Finance Advisors
California
$8.89K
4
FIM
4
Fruth Investment Management
Texas
$132K
5
AWM
5
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$635K +$124K +30,780 +24%
SGI
2
Swan Global Investments
Colorado
$261K +$132K +32,750 +103%
WTA
3
Washington Trust Advisors
Massachusetts
$216K – – –
FIM
4
Fruth Investment Management
Texas
$132K -$6.06K -1,500 -4%
LPL Financial
5
LPL Financial
California
$116K – – –
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$109K +$30.3K +7,500 +38%
USB
7
Union Savings Bank
Connecticut
$104K – – –
MA
8
Mutual Advisors
Nebraska
$89.1K -$31.2K -6,212 -26%
UBS Group
9
UBS Group
Switzerland
$68.5K +$26.6K +6,581 +63%
Osaic Holdings
10
Osaic Holdings
Arizona
$61.2K +$35K +8,660 +133%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$52.7K -$4.44K -1,099 -8%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$52.6K – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$52K +$500 +123 +1%
WSCM
14
Wellington Shields Capital Management
New York
$45.5K – – –
WSC
15
Wellington Shields & Co
New York
$43.6K – – –
SS
16
Sunbelt Securities
Texas
$39.2K – – –
Bank of America
17
Bank of America
North Carolina
$37.6K – – –
Wells Fargo
18
Wells Fargo
California
$36.4K -$4 -1 -0%
PMFA
19
Plante Moran Financial Advisors
Michigan
$24K – – –
Comerica Bank
20
Comerica Bank
Texas
$23.8K – – –
FFA
21
Farther Finance Advisors
California
$8.89K -$14.5K -3,600 -62%
HI
22
Harbour Investments
Wisconsin
$4.06K +$20 +5 +0.5%
ACA
23
American Capital Advisory
Idaho
$4.04K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$2.97K +$2.97K +735 New
LDB
25
Lee, Danner & Bass
Tennessee
$2.02K +$2.02K +500 New
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