Purchases and Sales Made in Q1 2025 in New Jersey Resources Corp (NJR)
This table provides information about the institutional ownership of New Jersey Resources Corp (NJR) during Q1 2025. 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 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
275+ 0.97% |
$12.4K - $13.6K
|
28.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
272+ 1.17% |
$12.3K - $13.4K
|
23.6K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
260+ 1.18% |
$11.8K - $12.8K
|
22.3K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
248+ 41.96% |
$11.2K - $12.2K
|
839
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
241+ 1.15% |
$10.9K - $11.9K
|
21.3K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
241+ 2.71% |
$10.9K - $11.9K
|
9.14K
$419K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
223+ 1.45% |
$10.1K - $11K
|
15.6K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
215+ 632.35% |
$9.73K - $10.6K
|
249
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
213+ 0.35% |
$9.64K - $10.5K
|
60.5K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
212+ 2.66% |
$9.59K - $10.5K
|
8.17K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 150.0% |
$9.1K - $9.92K
|
335
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
193+ 3.88% |
$8.73K - $9.53K
|
5.17K
$237K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
181+ 861.9% |
$8.19K - $8.94K
|
202
$9.25K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
181+ 0.57% |
$8.19K - $8.94K
|
31.7K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
179+ 4.13% |
$8.1K - $8.84K
|
4.51K
$206K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
173+ 26.02% |
$7.83K - $8.54K
|
838
$38.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
169+ 6.85% |
$7.65K - $8.34K
|
2.64K
$121K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
167+ 3.74% |
$7.56K - $8.24K
|
4.63K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
166+ 2.64% |
$7.51K - $8.2K
|
6.46K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
159+ 5.67% |
$7.19K - $7.85K
|
2.96K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
153+ 9.34% |
$6.92K - $7.55K
|
1.79K
$82K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
136+ 14.41% |
$6.15K - $6.71K
|
1.08K
$49.5K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
134+ 0.82% |
$6.06K - $6.62K
|
16.6K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
128+ 1.67% |
$5.79K - $6.32K
|
7.79K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
120+ 1.6% |
$5.43K - $5.92K
|
7.62K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.49% |
$4.53K - $4.94K
|
20.3K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97+ 0.31% |
$4.39K - $4.79K
|
31.1K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96+ 1.49% |
$4.34K - $4.74K
|
6.54K
$299K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
92+ 18.51% |
$4.16K - $4.54K
|
589
$27K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
91+ 3.71% |
$4.12K - $4.49K
|
2.55K
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
81New |
$3.67K - $4K
|
81
$3.71K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
76+ 1.92% |
$3.44K - $3.75K
|
4.03K
$185K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
72+ 0.46% |
$3.26K - $3.55K
|
15.8K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
72+ 72.0% |
$3.26K - $3.55K
|
172
$7.88K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
62+ 1.24% |
$2.81K - $3.06K
|
5.07K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
51+ 1.13% |
$2.31K - $2.52K
|
4.58K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
49New |
$2.22K - $2.42K
|
49
$2.24K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
48New |
$2.17K - $2.37K
|
48
$2.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46+ 0.23% |
$2.08K - $2.27K
|
20.5K
$936K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
41+ 0.97% |
$1.86K - $2.02K
|
4.29K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
41+ 2.59% |
$1.86K - $2.02K
|
1.63K
$74.5K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
40+ 0.23% |
$1.81K - $1.97K
|
17.7K
$811K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
40+ 0.18% |
$1.81K - $1.97K
|
21.9K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 229.41% |
$1.76K - $1.93K
|
56
$2.56K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38+ 0.57% |
$1.72K - $1.88K
|
6.75K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
33+ 22.92% |
$1.49K - $1.63K
|
177
$8.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$1.36K - $1.48K
|
30
$1.37K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28+ 70.0% |
$1.27K - $1.38K
|
68
$3.11K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
25New |
$1.13K - $1.23K
|
25
$1.14K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23New |
$1.04K - $1.14K
|
23
$1.05K
|