Institutional Ownership Unitil Corp (UTL)
This table provides information about the institutional ownership of Unitil Corp (UTL). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $754 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
239
shares
|
$14,029
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
236
shares
|
$13,853
0.0% of portfolio
|
Q2 2024
Added 18.0%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
235
shares
|
$13,794
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
196
shares
|
$11,505
0.0% of portfolio
|
Q1 2025
Added 32.43%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
176
shares
|
$10,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
176
shares
|
$10,331
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
174
shares
|
$10,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
168
shares
|
$9,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
168
shares
|
$9,861
0.0% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
150
shares
|
$8,805
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
144
shares
|
$8,452
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
142
shares
|
$8,335
0.0% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
142
shares
|
$8,335
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
122
shares
|
$7,161
0.0% of portfolio
|
Q4 2024
Added 130.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
91
shares
|
$5,341
0.0% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
88
shares
|
$5,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
86
shares
|
$5,048
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
82
shares
|
$4,813
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
64
shares
|
$3,756
0.0% of portfolio
|
Q4 2024
Added 481.82%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
48
shares
|
$2,817
0.0% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
48
shares
|
$2,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
47
shares
|
$2,758
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
38
shares
|
$2,230
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
34
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
25
shares
|
$1,467
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|