Purchases and Sales Made in Q1 2023 in New Jersey Resources Corp (NJR)
This table provides information about the institutional ownership of New Jersey Resources Corp (NJR) during Q1 2023. The information is specifically focused on institutions that hold shares of NEW JERSEY RESOURCES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
29+ 0.11% |
$1.41K - $1.54K
|
27.5K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 16.46% |
$1.32K - $1.44K
|
191
$9.13K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27New |
$1.32K - $1.44K
|
27
$1.29K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27+ 0.62% |
$1.32K - $1.44K
|
4.36K
$209K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.17K - $1.28K
|
24
$1.15K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
23+ 0.27% |
$1.12K - $1.22K
|
8.5K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22+ 0.13% |
$1.07K - $1.17K
|
17.4K
$830K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.2% |
$878 - $958
|
9.03K
$431K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 0.22% |
$634 - $692
|
5.79K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13+ 0.19% |
$634 - $692
|
7.03K
$336K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
11New |
$536 - $585
|
11
$526
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8+ 0.06% |
$390 - $426
|
12.7K
$606K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 14.04% |
$390 - $426
|
65
$3.11K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 8.86% |
$341 - $372
|
86
$4.11K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 17.39% |
$195 - $213
|
27
$1.29K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 17.39% |
$195 - $213
|
27
$1.29K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.76% |
$195 - $213
|
528
$25.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 0.69% |
$146 - $160
|
439
$21K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 10.0% |
$97.5 - $106
|
22
$1.05K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$48.8 - $53.2
|
1
$47.8
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1- 0.02% |
$48.8 - $53.2
|
5.87K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.4% |
$48.8 - $53.2
|
246
$11.8K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 11.11% |
$244 - $266
|
40
$1.91K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 2.14% |
$293 - $319
|
275
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7- 0.11% |
$341 - $372
|
6.45K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.12% |
$439 - $479
|
7.67K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.17% |
$488 - $532
|
5.71K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10- 0.48% |
$488 - $532
|
2.05K
$98.1K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12- 12.77% |
$585 - $638
|
82
$3.92K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12Closed |
$585 - $638
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.34% |
$732 - $798
|
4.42K
$211K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18- 0.47% |
$878 - $958
|
3.84K
$184K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-28- 0.12% |
$1.37K - $1.49K
|
22.8K
$1.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 48.05% |
$1.8K - $1.97K
|
40
$1.91K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-62- 0.24% |
$3.02K - $3.3K
|
25.7K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-76- 0.87% |
$3.71K - $4.04K
|
8.67K
$414K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.39% |
$4.88K - $5.32K
|
25.7K
$1.23M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.07% |
$4.88K - $5.32K
|
145K
$6.94M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-100- 14.71% |
$4.88K - $5.32K
|
580
$27.7K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-104- 1.8% |
$5.07K - $5.53K
|
5.66K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-118- 0.31% |
$5.75K - $6.28K
|
37.4K
$1.79M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-130- 0.97% |
$6.34K - $6.92K
|
13.3K
$637K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-139- 2.36% |
$6.78K - $7.39K
|
5.76K
$275K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-178- 48.24% |
$8.68K - $9.47K
|
191
$9.13K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-227- 12.8% |
$11.1K - $12.1K
|
1.55K
$73.9K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-230- 17.16% |
$11.2K - $12.2K
|
1.11K
$53K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-234- 0.18% |
$11.4K - $12.4K
|
127K
$6.05M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-244- 4.77% |
$11.9K - $13K
|
4.87K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-246- 0.28% |
$12K - $13.1K
|
87.2K
$4.17M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-270- 32.53% |
$13.2K - $14.4K
|
560
$26.8K
|