North European Oil Royalty Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 08/13/2026 | 221.00 K | $1.62 M | -29.13% | 2.40% |
| MORGAN STANLEY | 08/13/2026 | 84.26 K | $615.98 K | 32.23% | 0.92% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 70.05 K | $512.00 K | 18.36% | 0.76% |
| WASHINGTON TRUST ADVISORS, INC. | 07/29/2026 | 53.43 K | $390.59 K | 0.00% | 0.58% |
| LPL FINANCIAL LLC | 08/07/2026 | 40.01 K | $292.49 K | 13.44% | 0.44% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 31.97 K | $233.68 K | -0.98% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 31.90 K | $233.20 K | 100.00% | 0.35% |
| PEAPACK GLADSTONE FINANCIAL CORP | 08/14/2026 | 31.25 K | $228.00 K | 61.07% | 0.34% |
| FRUTH INVESTMENT MANAGEMENT | 07/10/2026 | 31.03 K | $226.00 K | 0.00% | 0.34% |
| VERDAD ADVISERS, LP | 08/14/2026 | 30.78 K | $225.02 K | 0.00% | 0.33% |
| JPMORGAN CHASE & CO | 08/12/2026 | 13.76 K | $96.02 K | 11.69% | 0.15% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 12.42 K | $91.00 K | -35.02% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 11.44 K | $83.63 K | -2.16% | 0.12% |
| BELVEDERE TRADING LLC | 07/31/2026 | 10.30 K | $75.29 K | 1.98% | 0.11% |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 08/10/2026 | 10.26 K | $74.98 K | 0.00% | 0.11% |
| UBS GROUP AG | 08/13/2026 | 10.06 K | $73.54 K | 113.09% | 0.11% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.00 K | $36.56 K | -28.56% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 2.20 K | $16.09 K | 0.00% | 0.02% |
| HM PAYSON & CO | 07/17/2026 | 1.75 K | $12.79 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 1.68 K | $12.27 K | 100.00% | 0.02% |
| WELLINGTON SHIELDS & CO., LLC | 08/10/2026 | 1.50 K | $10.97 K | 0.00% | 0.02% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 400 | $2.92 K | 100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 344 | $2.52 K | 100.00% | 0.00% |
| PACIFIC CENTER FOR FINANCIAL SERVICES | 08/05/2026 | 312 | $2.28 K | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 300 | $2.19 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 200 | $1.46 K | 0.00% | 0.00% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 08/10/2026 | 15 | $110 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 13 | $95 | 62.50% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 8 | $58 | 0.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 1 | $7 | 100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 0 | $0 | -100.00% | 0.00% |
North European Oil Royalty Trust institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of North European Oil Royalty Trust. The most heavily invested institutionals were:
MARSHALL WACE, LLP: 220,995
MORGAN STANLEY: 84,264
Cambridge Investment Research Advisors, Inc.: 70,049
Washington Trust Advisors, Inc.: 53,432
LPL Financial LLC: 40,012
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.: 31,966
7.59% of North European Oil Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 914.88 K shares in the last 24 months. This purchase volume represents approximately $8.83 M in transactions.