North European Oil Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 81.25 K | $534.61 K | -41.64% | 0.88% |
| CITADEL ADVISORS LLC | 02/17/2026 | 54.82 K | $360.73 K | 100.00% | 0.60% |
| WASHINGTON TRUST ADVISORS, INC. | 02/03/2026 | 53.43 K | $351.05 K | 0.00% | 0.58% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 49.50 K | $326.00 K | 10.99% | 0.54% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 35.68 K | $234.75 K | 100.00% | 0.39% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 34.29 K | $226.00 K | -20.80% | 0.37% |
| FRUTH INVESTMENT MANAGEMENT | 01/26/2026 | 31.03 K | $203.00 K | -3.12% | 0.34% |
| LPL FINANCIAL LLC | 02/11/2026 | 30.50 K | $200.71 K | 11.15% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 25.06 K | $165.00 K | 66.40% | 0.27% |
| MARSHALL WACE, LLP | 02/13/2026 | 14.56 K | $95.79 K | 100.00% | 0.16% |
| VERDAD ADVISERS, LP | 02/17/2026 | 14.31 K | $94.15 K | 100.00% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 13.69 K | $90.10 K | 0.00% | 0.15% |
| JPMORGAN CHASE & CO | 02/11/2026 | 12.32 K | $81.05 K | 0.00% | 0.13% |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 02/09/2026 | 10.26 K | $67.49 K | -8.88% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 10.15 K | $66.79 K | 6.84% | 0.11% |
| SUNBELT SECURITIES, INC. | 02/20/2026 | 10.00 K | $65.80 K | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 7.00 K | $46.07 K | 0.01% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 2.20 K | $14.46 K | 0.00% | 0.02% |
| HM PAYSON & CO | 02/12/2026 | 1.75 K | $11.50 K | 100.00% | 0.02% |
| WELLINGTON SHIELDS & CO., LLC | 02/09/2026 | 1.60 K | $10.53 K | -85.19% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 479 | $3.15 K | 119.72% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 404 | $2.65 K | 4.94% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 300 | $1.97 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 100 | $658 | 100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 8 | $53 | 100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
North European Oil Royalty Trust institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of North European Oil Royalty Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 81,248
CITADEL ADVISORS LLC: 54,822
Washington Trust Advisors, Inc.: 53,432
PEAPACK GLADSTONE FINANCIAL CORP: 49,500
Advisory Services Network, LLC: 35,676
GSA CAPITAL PARTNERS LLP: 34,293
5.38% of North European Oil Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 728.12 K shares in the last 24 months. This purchase volume represents approximately $5.98 M in transactions.