Institutional Ownership Unitil Corp (UTL)
This table provides information about the institutional ownership of Unitil Corp (UTL). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
48
shares
|
$2,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
47
shares
|
$2,543
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
41
shares
|
$2,218
0.0% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
41
shares
|
$2,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
38
shares
|
$2,056
0.0% of portfolio
|
Q3 2024
Added 533.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
38
shares
|
$2,056
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
31
shares
|
$1,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
30
shares
|
$1,623
0.0% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
24
shares
|
$1,298
0.0% of portfolio
|
Q1 2024
Reduced 78.18%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
13
shares
|
$703
0.0% of portfolio
|
Q1 2023
Added 18.18%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$649
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$649
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
11
shares
|
$595
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$541
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10
shares
|
$541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
10
shares
|
$541
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5
shares
|
$270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5
shares
|
$270
0.0% of portfolio
|
Q4 2023
Reduced 82.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5
shares
|
$270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2
shares
|
$108
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$54
0.0% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|