North European Oil Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 139.21 K | $761.48 K | 12.99% | 1.51% |
| WASHINGTON TRUST ADVISORS, INC. | 11/10/2025 | 53.43 K | $292.27 K | 0.00% | 0.58% |
| PEAPACK GLADSTONE FINANCIAL CORP | 11/14/2025 | 44.60 K | $244.00 K | 0.00% | 0.49% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 43.30 K | $237.00 K | -12.50% | 0.47% |
| FRUTH INVESTMENT MANAGEMENT | 10/17/2025 | 32.03 K | $175.00 K | -1.94% | 0.35% |
| LPL FINANCIAL LLC | 11/12/2025 | 27.44 K | $150.11 K | -8.01% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 24.42 K | $133.58 K | 100.00% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 15.06 K | $82.00 K | 23.85% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 13.69 K | $73.26 K | -7.13% | 0.15% |
| JPMORGAN CHASE & CO | 11/26/2025 | 12.32 K | $67.37 K | 0.00% | 0.13% |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 11/05/2025 | 11.26 K | $61.58 K | 0.00% | 0.12% |
| WELLINGTON SHIELDS & CO., LLC | 11/05/2025 | 10.80 K | $59.08 K | 0.00% | 0.12% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 10.00 K | $54.70 K | 0.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 9.50 K | $51.97 K | -67.80% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 7.00 K | $38.29 K | -1.59% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 2.20 K | $12.04 K | 0.00% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 385 | $2.10 K | 4.90% | 0.00% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 300 | $1.64 K | 0.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 218 | $1.19 K | -98.76% | 0.00% |
| CREEKMUR ASSET MANAGEMENT LLC | 11/12/2025 | 21 | $114 | 5.00% | 0.00% |
| FMR LLC | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
North European Oil Royalty Trust institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of North European Oil Royalty Trust. The most heavily invested institutionals were:
Washington Trust Advisors, Inc.: 53,432
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 8
MORGAN STANLEY: 139,210
PEAPACK GLADSTONE FINANCIAL CORP: 44,600
LPL Financial LLC: 27,443
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 24,420
4.97% of North European Oil Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 597.11 K shares in the last 24 months. This purchase volume represents approximately $5.54 M in transactions.