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 | 05/15/2026 | 311.84 K | $2.81 M | 2,042.21% | 3.39% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 68.34 K | $615.03 K | 91.55% | 0.74% |
| CITADEL ADVISORS LLC | 05/15/2026 | 66.01 K | $594.13 K | 20.42% | 0.72% |
| MORGAN STANLEY | 05/15/2026 | 63.73 K | $573.53 K | -21.57% | 0.69% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 59.18 K | $533.00 K | 136.16% | 0.64% |
| WASHINGTON TRUST ADVISORS, INC. | 04/06/2026 | 53.43 K | $480.89 K | 0.00% | 0.58% |
| LPL FINANCIAL LLC | 05/06/2026 | 35.27 K | $317.44 K | 15.63% | 0.38% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 32.28 K | $290.55 K | 100.00% | 0.35% |
| FRUTH INVESTMENT MANAGEMENT | 04/21/2026 | 31.03 K | $279.00 K | 0.00% | 0.34% |
| VERDAD ADVISERS, LP | 05/15/2026 | 30.78 K | $277.04 K | 115.14% | 0.33% |
| JANE STREET GROUP, LLC | 05/12/2026 | 28.64 K | $257.72 K | 100.00% | 0.31% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 19.40 K | $175.00 K | -60.81% | 0.21% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 19.11 K | $172.00 K | -44.29% | 0.21% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 16.22 K | $145.96 K | 100.00% | 0.18% |
| JPMORGAN CHASE & CO | 05/13/2026 | 12.32 K | $111.59 K | 0.00% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 12.00 K | $108.00 K | 100.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 11.69 K | $105.24 K | -14.61% | 0.13% |
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | 05/04/2026 | 10.26 K | $92.31 K | 0.00% | 0.11% |
| BELVEDERE TRADING LLC | 05/12/2026 | 10.10 K | $90.90 K | 100.00% | 0.11% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 10.00 K | $90.00 K | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 7.00 K | $63.00 K | -0.01% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 4.72 K | $42.49 K | 885.60% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 2.20 K | $19.08 K | 0.00% | 0.02% |
| HM PAYSON & CO | 04/13/2026 | 1.75 K | $15.75 K | 0.00% | 0.02% |
| WELLINGTON SHIELDS & CO., LLC | 05/04/2026 | 1.50 K | $13.50 K | -6.25% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 415 | $3.73 K | 2.72% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 300 | $2.70 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 200 | $1.80 K | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 200 | $1.80 K | 100.00% | 0.00% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 05/07/2026 | 15 | $135 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 8 | $72 | 100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 8 | $70 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
North European Oil Royalty Trust institutional Ownership - FAQ's
During the previous two years, 48 institutional investors and hedge funds held shares of North European Oil Royalty Trust. The most heavily invested institutionals were:
MARSHALL WACE, LLP: 311,842
Advisory Services Network, LLC: 68,337
CITADEL ADVISORS LLC: 66,014
MORGAN STANLEY: 63,725
Cambridge Investment Research Advisors, Inc.: 59,184
Washington Trust Advisors, Inc.: 53,432
9.90% of North European Oil Royalty Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.12 M shares in the last 24 months. This purchase volume represents approximately $10.78 M in transactions.