Purchases and Sales Made in Q4 2023 in Middlesex Water CO (MSEX)
This table provides information about the institutional ownership of Middlesex Water CO (MSEX) during Q4 2023. The information is specifically focused on institutions that hold shares of MIDDLESEX WATER CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
918+ 12.0% |
$56.6K - $65.7K
|
8.57K
$419K
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
728+ 25.08% |
$44.9K - $52.1K
|
3.63K
$177K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
673+ 17.71% |
$41.5K - $48.2K
|
4.47K
$219K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
638+ 4.52% |
$39.4K - $45.7K
|
14.8K
$721K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
606+ 7.16% |
$37.4K - $43.4K
|
9.07K
$443K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
584New |
$36K - $41.8K
|
584
$28.5K
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
515+ 13.92% |
$31.8K - $36.9K
|
4.22K
$206K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
484+ 2.85% |
$29.9K - $34.6K
|
17.5K
$853K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
444+ 0.9% |
$27.4K - $31.8K
|
49.6K
$2.42M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
433+ 2.77% |
$26.7K - $31K
|
16.1K
$785K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
409+ 11.66% |
$25.2K - $29.3K
|
3.92K
$191K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
342+ 3.48% |
$21.1K - $24.5K
|
10.2K
$498K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
310+ 2.06% |
$19.1K - $22.2K
|
15.4K
$751K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
258+ 6.1% |
$15.9K - $18.5K
|
4.49K
$219K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
244+ 60.4% |
$15K - $17.5K
|
648
$31.7K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
241New |
$14.9K - $17.2K
|
241
$11.8K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
200+ 1.95% |
$12.3K - $14.3K
|
10.4K
$511K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
176+ 85.44% |
$10.9K - $12.6K
|
382
$18.7K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
152New |
$9.38K - $10.9K
|
152
$7.43K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
140+ 4666.67% |
$8.64K - $10K
|
143
$6.99K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
137+ 187.67% |
$8.45K - $9.81K
|
210
$10.3K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131+ 2.98% |
$8.08K - $9.38K
|
4.53K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
83+ 1.16% |
$5.12K - $5.94K
|
7.25K
$354K
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
55+ 3.99% |
$3.39K - $3.94K
|
1.43K
$70.1K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
52+ 106.12% |
$3.21K - $3.72K
|
101
$4.94K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
40New |
$2.47K - $2.86K
|
40
$1.95K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 74.51% |
$2.34K - $2.72K
|
89
$4.35K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
37New |
$2.28K - $2.65K
|
37
$1.81K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
32+ 1.0% |
$1.97K - $2.29K
|
3.23K
$158K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32New |
$1.97K - $2.29K
|
32
$1.56K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
20+ 0.23% |
$1.23K - $1.43K
|
8.82K
$431K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
20+ 0.51% |
$1.23K - $1.43K
|
3.95K
$193K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
18New |
$1.11K - $1.29K
|
18
$880
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.11% |
$925 - $1.07K
|
13.9K
$681K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 36.36% |
$740 - $859
|
45
$2.2K
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
6+ 0.19% |
$370 - $429
|
3.12K
$152K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
5New |
$308 - $358
|
5
$244
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.48% |
$247 - $286
|
840
$41.1K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
4+ 0.45% |
$247 - $286
|
888
$43.4K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3New |
$185 - $215
|
3
$147
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.22% |
$123 - $143
|
906
$44.3K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.22% |
$123 - $143
|
906
$44.3K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.02% |
$61.7 - $71.6
|
5.59K
$273K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 50.0% |
$61.7 - $71.6
|
3
$147
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 6.67% |
$61.7 - $71.6
|
16
$782
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$61.7 - $71.6
|
1
$48.9
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$61.7 - $71.6
|
1
$48.9
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2- 11.76% |
$123 - $143
|
15
$733
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.32% |
$1.23K - $1.43K
|
6.18K
$302K
|