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 |
|---|---|---|---|---|---|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
50
shares
|
$2,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
48
shares
|
$2,424
0.0% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
35
shares
|
$1,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25
shares
|
$1,262
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
22
shares
|
$1,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
20
shares
|
$1,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
17
shares
|
$858
0.0% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13
shares
|
$656
0.0% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
12
shares
|
$606
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
12
shares
|
$606
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9
shares
|
$454
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8
shares
|
$404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
5
shares
|
$252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
4
shares
|
$202
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$101
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2
shares
|
$101
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|