undamentalytics Newsletter

North European OIL Royalty Trust: which funds bought and sold

Institutions that bought and sold North European OIL Royalty Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 12 institutions that filed 13F reports for both quarters added to or opened positions in North European OIL Royalty Trust, and 11 cut or closed them. Together they sold a net 133K shares, −14.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 157K shares (−41.5%); index fund managers held the same number of shares overall. 4 opened a new position and 6 sold out entirely.

Bought, Q2 2026 12 institutions, 4 of them new holders Sold, Q2 2026 11 institutions, 6 of them sold out
Net change, all compared −133K shares (−14.8%)
Net change, active managers −157K shares (−41.5%), 0 bought, 2 sold

Buyers versus sellers

institutions compared, 34
Active managers and hedge funds 0 bought · 2 sold · −157K
Index fund managers 0 bought · 0 sold · 0
Other institutions 12 bought · 9 sold · +24K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Cambridge Investment Research Advisors, Inc. +81K +136.7% 140K $1M
Susquehanna International Group, LLP +32K New position 32K $233,196
Morgan Stanley +21K +32.2% 84K $615,977
Peapack Gladstone Financial Corp +12K +61.1% 31K $228,000
UBS Group AG +5,339 +113.1% 10K $73,539
LPL Financial LLC +4,741 +13.4% 40K $292,485
BNP Paribas Financial Markets +1,678 New position 1,678 $12,266
Jpmorgan Chase & Co +1,440 +11.7% 14K $96,024
Pacific Center For Financial Services +312 New position 312 $2,281
Federation Des Caisses Desjardins Du Quebec +200 +100.0% 400 $2,924
Caitong International Asset Management Co., Ltd +5 +62.5% 13 $95
National Bank Of Canada +1 New position 1 $7

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −91K −29.1% 221K $1.6M
Advisory Services Network, LLC −68K Sold out 0 —
Citadel Advisors LLC Hedge fund −66K Sold out 0 —
Jane Street Group, LLC −29K Sold out 0 —
Kingsview Wealth Management, LLC −16K Sold out 0 —
Private Advisor Group, LLC −12K Sold out 0 —
Gsa Capital Partners LLP −6,690 −35.0% 12K $91,000
Wells Fargo & Company −1,999 −28.6% 5,001 $36,555
Larson Financial Group LLC −415 Sold out 0 —
Integrity Alliance, Llc. −317 −1.0% 32K $233,676
Osaic Holdings, Inc. −253 −2.2% 11K $83,625

New positions

largest by value
InstitutionSharesValue June 30, 2026
Susquehanna International Group, LLP 32K $233,196
BNP Paribas Financial Markets 1,678 $12,266
Pacific Center For Financial Services 312 $2,281
National Bank Of Canada 1 $7

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Advisory Services Network, LLC 68K $615,030
Citadel Advisors LLCHedge fund 66K $594,126
Jane Street Group, LLC 29K $257,724
Kingsview Wealth Management, LLC 16K $145,962
Private Advisor Group, LLC 12K $108,000
Larson Financial Group LLC 415 $3,731

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
28
Ten largest holders
90.7%
of 13F-reported shares
Index fund managers
0.0%
of 13F-reported shares
Active managers and hedge funds
28.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 2 0 1 −157K −41.5%
Index fund managers 0 0 0 0 0 —
Other institutions 12 9 4 5 +24K +4.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to North European OIL Royalty Trust · Insiders · Politicians