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 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 18.99% |
$679 - $741
|
94
$4.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 250.0% |
$679 - $741
|
21
$962
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 11.11% |
$679 - $741
|
150
$6.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13New |
$588 - $642
|
13
$595
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$498 - $543
|
11
$504
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11+ 0.19% |
$498 - $543
|
5.74K
$263K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$407 - $444
|
16.1K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 10.96% |
$362 - $395
|
81
$3.71K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7+ 0.07% |
$317 - $346
|
10.8K
$493K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$226 - $247
|
5
$229
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$181 - $197
|
4
$183
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 0.82% |
$181 - $197
|
494
$22.6K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$136 - $148
|
3
$137
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.32% |
$90.5 - $98.7
|
626
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$45.3 - $49.4
|
1
$45.8
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.43% |
$45.3 - $49.4
|
235
$10.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 5.26% |
$45.3 - $49.4
|
20
$916
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$45.3 - $49.4
|
6.3K
$288K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.98% |
$45.3 - $49.4
|
103
$4.72K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 1.02% |
$181 - $197
|
390
$17.9K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14- 0.14% |
$634 - $691
|
9.89K
$453K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-16- 0.06% |
$724 - $790
|
26K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-27- 0.48% |
$1.22K - $1.33K
|
5.64K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27- 0.38% |
$1.22K - $1.33K
|
7.11K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-42- 9.59% |
$1.9K - $2.07K
|
396
$18.1K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47- 0.09% |
$2.13K - $2.32K
|
53.7K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-51- 53.68% |
$2.31K - $2.52K
|
44
$2.01K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-69- 0.46% |
$3.12K - $3.41K
|
14.9K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-86- 0.25% |
$3.89K - $4.25K
|
34.6K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-100- 0.15% |
$4.53K - $4.94K
|
64.8K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-115- 24.73% |
$5.2K - $5.68K
|
350
$16K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-118- 1.75% |
$5.34K - $5.83K
|
6.61K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-125- 25.46% |
$5.66K - $6.17K
|
366
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-131- 39.46% |
$5.93K - $6.47K
|
201
$9.2K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-149- 2.42% |
$6.74K - $7.36K
|
6K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-156- 1.92% |
$7.06K - $7.7K
|
7.97K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-163- 0.57% |
$7.38K - $8.05K
|
28.6K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-174- 1.39% |
$7.87K - $8.59K
|
12.3K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-191- 28.9% |
$8.64K - $9.43K
|
470
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-206- 7.33% |
$9.32K - $10.2K
|
2.61K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-216- 37.76% |
$9.77K - $10.7K
|
356
$16.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-259- 5.69% |
$11.7K - $12.8K
|
4.3K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-336- 2.06% |
$15.2K - $16.6K
|
16K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-342- 1.0% |
$15.5K - $16.9K
|
33.8K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-475- 0.42% |
$21.5K - $23.5K
|
113K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-487- 2.55% |
$22K - $24K
|
18.6K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-520- 6.3% |
$23.5K - $25.7K
|
7.74K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-582- 2.09% |
$26.3K - $28.7K
|
27.2K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-726- 5.88% |
$32.9K - $35.8K
|
11.6K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-759- 73.33% |
$34.3K - $37.5K
|
276
$12.6K
|