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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
21
shares
|
$1,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
13
shares
|
$763
0.0% of portfolio
|
Q1 2023
Added 18.18%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
12
shares
|
$704
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$704
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
11
shares
|
$645
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
10
shares
|
$587
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
7
shares
|
$410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
7
shares
|
$410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5
shares
|
$293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5
shares
|
$293
0.0% of portfolio
|
Q4 2023
Reduced 82.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
4
shares
|
$234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2
shares
|
$117
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2
shares
|
$117
0.0% of portfolio
|
Q4 2024
Reduced 98.84%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1
shares
|
$58
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|