Purchases and Sales Made in Q4 2022 in South Jersey Industries Inc (SJI)
This table provides information about the institutional ownership of South Jersey Industries Inc (SJI) during Q4 2022. The information is specifically focused on institutions that hold shares of SOUTH JERSEY INDUSTRIES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
136+ 1.26% |
$4.5K - $4.84K
|
11K
$0
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130+ 100.0% |
$4.3K - $4.63K
|
260
$0
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
127+ 0.02% |
$4.2K - $4.52K
|
561K
$0
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
79New |
$2.61K - $2.81K
|
79
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
77+ 9.99% |
$2.55K - $2.74K
|
848
$0
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
70+ 6.68% |
$2.32K - $2.49K
|
1.12K
$0
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
66New |
$2.18K - $2.35K
|
66
$0
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
63+ 63.64% |
$2.08K - $2.24K
|
162
$0
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59+ 39.33% |
$1.95K - $2.1K
|
209
$0
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50New |
$1.65K - $1.78K
|
50
$0
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44+ 74.58% |
$1.46K - $1.57K
|
103
$0
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36New |
$1.19K - $1.28K
|
36
$0
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25+ 0.06% |
$827 - $890
|
44.3K
$0
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
16New |
$529 - $569
|
16
$0
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
15+ 0.14% |
$496 - $534
|
10.9K
$0
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
9+ 0.45% |
$298 - $320
|
2.02K
$0
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$199 - $213
|
6
$0
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 6.02% |
$165 - $178
|
88
$0
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.05% |
$99.3 - $107
|
77
$0
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.06% |
$33.1 - $35.6
|
1.58K
$0
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.35% |
$33.1 - $35.6
|
284
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 11.11% |
$66.2 - $71.2
|
16
$0
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 13.51% |
$165 - $178
|
32
$0
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 30.0% |
$199 - $213
|
14
$0
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14- 0.06% |
$463 - $498
|
23.2K
$0
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-22- 0.05% |
$728 - $783
|
42.6K
$0
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 4.55% |
$827 - $890
|
525
$0
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-27- 0.06% |
$893 - $961
|
47.8K
$0
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-46- 0.08% |
$1.52K - $1.64K
|
55.9K
$0
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-49- 0.53% |
$1.62K - $1.74K
|
9.11K
$0
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-110- 3.91% |
$3.64K - $3.91K
|
2.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-117- 0.96% |
$3.87K - $4.16K
|
12.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-126- 0.25% |
$4.17K - $4.48K
|
49.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-151- 0.9% |
$5K - $5.37K
|
16.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-241- 2.15% |
$7.97K - $8.57K
|
10.9K
$0
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-272- 0.57% |
$9K - $9.68K
|
47.1K
$0
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-272- 0.57% |
$9K - $9.68K
|
47.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-277- 0.75% |
$9.17K - $9.86K
|
36.4K
$0
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.51% |
$9.93K - $10.7K
|
58.2K
$0
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-336- 1.47% |
$11.1K - $12K
|
22.6K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-401- 11.19% |
$13.3K - $14.3K
|
3.18K
$0
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-403- 5.01% |
$13.3K - $14.3K
|
7.64K
$0
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-505- 6.12% |
$16.7K - $18K
|
7.75K
$0
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-524- 0.78% |
$17.3K - $18.6K
|
66.7K
$0
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-675- 3.18% |
$22.3K - $24K
|
20.6K
$0
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-822- 9.22% |
$27.2K - $29.2K
|
8.1K
$0
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-822- 9.22% |
$27.2K - $29.2K
|
8.1K
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-976- 0.77% |
$32.3K - $34.7K
|
126K
$0
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.31K- 79.9% |
$43.3K - $46.5K
|
329
$0
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.35K- 56.25% |
$44.7K - $48K
|
1.05K
$0
|