North European Oil Royalty Trust (NRT) Institutional Ownership

$8.36
+0.58 (+7.46%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for North European Oil Royalty Trust (NYSE:NRT)

Current
Institutional Ownership
Percentage
6.97%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.13M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$169.75K
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NRT Institutional Buying and Selling by Quarter

North European Oil Royalty Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024 Union Savings Bank25,863$154K0.1%-50.0%0.281%
2/13/2024Peapack Gladstone Financial Corp12,500$73K0.0%N/A0.136%
2/9/2024 Union Savings Bank51,728$302K0.2%-5.0%0.563%
11/9/2023Navellier & Associates Inc.30,844$377K0.1%+20.9%0.336%
10/24/2023 Union Savings Bank54,448$665K0.4%N/A0.592%
10/24/2023 Cambridge Investment Research Advisors Inc.11,000$134K0.0%N/A0.120%
8/7/2023Navellier & Associates Inc.25,508$331K0.1%+5.9%0.278%
7/11/2023 Ferguson Wellman Capital Management Inc.13,254$172K0.0%N/A0.144%
4/25/2023D.A. Davidson & CO.17,400$218K0.0%+74.0%0.189%
4/4/2023 Neville Rodie & Shaw Inc.12,000$150K0.0%-57.1%0.131%
2/3/2023D.A. Davidson & CO.10,000$127K0.0%N/A0.109%
2/2/2023Navellier & Associates Inc.23,878$303K0.1%+9.2%0.260%
11/10/2022Hillsdale Investment Management Inc.6,175$89K0.0%+973.9%0.067%
8/12/2022Wellington Shields & Co. LLC10,800$133K0.0%N/A0.000%
8/11/2022Avion Wealth3,062$38K0.0%N/A0.000%
7/20/2022Dorsey Wright & Associates2,440$30K0.0%N/A0.000%
7/19/2022Commonwealth Equity Services LLC10,461$128K0.0%N/A0.000%
5/12/2022Wellington Shields Capital Management LLC15,257$246K0.0%N/A0.166%
5/5/2022Washington Trust Advisors Inc.53,432$852K0.1%-34.4%0.000%
4/27/2022Cliftonlarsonallen Wealth Advisors LLC13,254$211K0.0%N/A0.144%
4/18/2022AE Wealth Management LLC10,481$169K0.0%N/A0.114%
2/14/2022Navellier & Associates Inc.22,528$226K0.0%N/A0.245%
11/15/2021Peapack Gladstone Financial Corp25,220$269K0.0%-9.5%0.274%
11/5/2021ARS Investment Partners LLC11,000$117K0.0%N/A0.120%
8/16/2021Morgan Stanley499,201$3.54M0.0%-3.8%5.432%
8/10/2021 JTC Employer Solutions Trusteee Ltd6,000$43K0.0%N/A0.065%
5/21/2021Citadel Advisors LLC14,947$67K0.0%N/A0.163%
5/18/2021Morgan Stanley519,063$2.31M0.0%-3.0%5.648%
5/18/2021Citadel Advisors LLC14,947$67K0.0%N/A0.163%
5/17/2021Royal Bank of Canada6,000$27K0.0%-37.0%0.065%
11/13/2020Morgan Stanley404,423$1.19M0.0%-15.3%4.401%
8/5/2020Mutual Advisors LLC14,015$44K0.0%N/A0.153%
7/31/2020UBS Group AG8,595$27K0.0%+124.9%0.094%
5/15/2020Morgan Stanley494,667$1.30M0.0%-4.8%5.383%
5/7/2020 WASHINGTON TRUST Co82,432$217K0.0%N/A0.897%
(Data available from 1/1/2016 forward)

NRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NRT shares?

During the previous two years, 14 institutional investors and hedge funds held shares of North European Oil Royalty Trust. The most heavily invested institutionals were Washington Trust Advisors Inc. ($852K), Navellier & Associates Inc. ($377K), Wellington Shields Capital Management LLC ($246K), D.A. Davidson & CO. ($218K), Ferguson Wellman Capital Management Inc. ($172K), Union Savings Bank ($154K), and Neville Rodie & Shaw Inc. ($150K).Learn more on NRT's institutional investors.

What percentage of North European Oil Royalty Trust stock is owned by institutional investors?

6.97% of North European Oil Royalty Trust stock is owned by institutional investors. Learn more on NRT's institutional investor holdings.

Which institutional investors have been buying North European Oil Royalty Trust stock?

Of the 12 institutional investors that purchased North European Oil Royalty Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Union Savings Bank ($54.45K), D.A. Davidson & CO. ($17.40K), Wellington Shields Capital Management LLC ($15.26K), Ferguson Wellman Capital Management Inc. ($13.25K), Peapack Gladstone Financial Corp ($12.50K), Cambridge Investment Research Advisors Inc. ($11K), and Wellington Shields & Co. LLC ($10.80K).

How much institutional buying is happening at North European Oil Royalty Trust?

Institutional investors have bought a total of 164,982 shares in the last 24 months. This purchase volume represents approximately $2.03M in transactions.

Which North European Oil Royalty Trust major shareholders have been selling company stock?

The following institutional investors have sold North European Oil Royalty Trust stock in the last 24 months: Union Savings Bank ($28.59K), Washington Trust Advisors Inc. ($28K), and Neville Rodie & Shaw Inc. ($16.00K).

How much institutional selling is happening at North European Oil Royalty Trust?

Institutional investors have sold a total of 72,584 shares in the last 24 months. This volume of shares sold represents approximately $821.18K in transactions.


This page (NYSE:NRT) was last updated on 5/5/2024 by MarketBeat.com Staff

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