Latest Institutional Transactions on Middlesex Water CO (MSEX)
This table provides information on the latest institutional transactions involving Middlesex Water CO (MSEX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.87KClosed |
$179K - $223K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-50- 1.64% |
$4.78K - $5.96K
|
3K
$147K
|
|
Q4 2021 | |||||||
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
449New |
$44.9K - $54K
|
449
$21.9K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
967New |
$96.8K - $116K
|
967
$47.3K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
112New |
$11.2K - $13.5K
|
112
$5.47K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4New |
$400 - $481
|
4
$195
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-85- 28.33% |
$8.51K - $10.2K
|
215
$10.5K
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.9KClosed |
$891K - $1.07M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-87.9KClosed |
$8.79M - $10.6M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-72Closed |
$7.21K - $8.66K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$100 - $120
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
453New |
$45.3K - $54.5K
|
453
$22.1K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
390New |
$39K - $46.9K
|
390
$19.1K
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.17KClosed |
$417K - $502K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.4KNew |
$440K - $529K
|
4.4K
$215K
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.22KClosed |
$222K - $267K
|
0
$0
|
|
Q3 2021 | |||||||
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.6KNew |
$132K - $185K
|
1.6K
$78.3K
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-13.5KClosed |
$1.12M - $1.56M
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-72.6KClosed |
$5.99M - $8.37M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-83.9KClosed |
$6.93M - $9.68M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-3.01KClosed |
$248K - $347K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4New |
$330 - $461
|
4
$195
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.7% |
$8.25K - $11.5K
|
5.99K
$293K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
700New |
$57.8K - $80.7K
|
700
$34.2K
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.9KNew |
$157K - $219K
|
1.9K
$92.9K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-130Closed |
$10.7K - $15K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-12Closed |
$990 - $1.38K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.2KClosed |
$1.75M - $2.45M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
55New |
$4.54K - $6.34K
|
55
$2.69K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-253Closed |
$19.6K - $22.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-600Closed |
$46.5K - $52.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-10KClosed |
$776K - $880K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-34.7KClosed |
$2.69M - $3.05M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$233 - $264
|
3
$147
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-517Closed |
$40.1K - $45.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.28KClosed |
$254K - $288K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2KClosed |
$155K - $176K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Strs Ohio
|
SELL
|
- |
-7.5KClosed |
$582K - $660K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.5KClosed |
$844K - $1.07M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.94KClosed |
$401K - $506K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-78Closed |
$5.27K - $6.65K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-336Closed |
$22.7K - $28.6K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-81- 1.43% |
$5.47K - $6.9K
|
5.58K
$273K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-500Closed |
$31.5K - $37.3K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-6.79KClosed |
$427K - $506K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.5KClosed |
$847K - $1M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-284Closed |
$17.9K - $21.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.08KClosed |
$131K - $155K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.91KClosed |
$293K - $341K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
SELL
|
- |
-3.72KClosed |
$222K - $259K
|
0
$0
|