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 237 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $794 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
265
shares
|
$14,267
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
194
shares
|
$10,444
0.0% of portfolio
|
Q1 2025
Reduced 53.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
152
shares
|
$8,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
122
shares
|
$6,568
0.0% of portfolio
|
Q2 2025
Added 125.93%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
112
shares
|
$6,030
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
103
shares
|
$5,545
0.0% of portfolio
|
Q1 2025
Reduced 68.11%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
100
shares
|
$5,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
97
shares
|
$5,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
74
shares
|
$3,984
0.0% of portfolio
|
Q1 2025
Added 42.31%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
72
shares
|
$3,876
0.0% of portfolio
|
Q1 2025
Reduced 86.15%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
61
shares
|
$3,284
0.0% of portfolio
|
Q1 2025
Added 205.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
53
shares
|
$2,853
0.0% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
48
shares
|
$2,584
0.0% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$2,530
0.0% of portfolio
|
Q2 2025
Added 104.35%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
35
shares
|
$1,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
26
shares
|
$1,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
20
shares
|
$1,076
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
19
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$915
0.0% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14
shares
|
$753
0.0% of portfolio
|
Q2 2025
Reduced 84.44%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
12
shares
|
$646
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12
shares
|
$646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$538
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9
shares
|
$484
0.0% of portfolio
|
Q4 2024
Added 125.0%
|