Institutional Ownership Middlesex Water CO (MSEX)
This table provides information about the institutional ownership of Middlesex Water CO (MSEX). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $700 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,044
shares
|
$103,222
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,742
shares
|
$87,971
0.0% of portfolio
|
Q3 2023
Added 24.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,465
shares
|
$73,982
0.09% of portfolio
|
Q2 2022
Added 0.27%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,361
shares
|
$68,730
0.01% of portfolio
|
Q2 2024
Added 87.21%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,347
shares
|
$68,023
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,332
shares
|
$67,266
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,272
shares
|
$64,236
0.0% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,151
shares
|
$58,125
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,000
shares
|
$50,500
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
995
shares
|
$50,247
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
967
shares
|
$48,833
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
961
shares
|
$48,530
0.0% of portfolio
|
Q4 2024
Reduced 99.62%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
913
shares
|
$46,106
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
840
shares
|
$42,420
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
820
shares
|
$41,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
737
shares
|
$37,218
0.03% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
700
shares
|
$35,350
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
671
shares
|
$33,885
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
669
shares
|
$33,784
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
625
shares
|
$31,562
0.0% of portfolio
|
Q2 2020
Reduced 97.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
544
shares
|
$27,472
0.0% of portfolio
|
Q4 2024
Added 1136.36%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
520
shares
|
$26,260
0.0% of portfolio
|
Q4 2024
Added 1006.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
497
shares
|
$25,098
0.0% of portfolio
|
Q4 2024
Added 771.93%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
494
shares
|
$24,947
0.0% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
453
shares
|
$22,876
0.01% of portfolio
|
Q4 2021
New holding
|