Purchases and Sales Made in Q1 2025 in Unitil Corp (UTL)
This table provides information about the institutional ownership of Unitil Corp (UTL) during Q1 2025. The information is specifically focused on institutions that hold shares of UNITIL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.5K+ 3.91% |
$78.1K - $86.9K
|
39.9K
$2.09M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.25KNew |
$65K - $72.3K
|
1.25K
$65.4K
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.18K+ 7.16% |
$61.4K - $68.3K
|
17.7K
$925K
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.06K+ 9.99% |
$55K - $61.2K
|
11.6K
$609K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 9.17% |
$54.4K - $60.5K
|
12.4K
$651K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
885+ 7.17% |
$46K - $51.2K
|
13.2K
$692K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
832+ 7.0% |
$43.3K - $48.1K
|
12.7K
$666K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
740+ 6.32% |
$38.5K - $42.8K
|
12.5K
$652K
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
657+ 21.48% |
$34.2K - $38K
|
3.72K
$194K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
486+ 13.48% |
$25.3K - $28.1K
|
4.09K
$214K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
391+ 4.3% |
$20.3K - $22.6K
|
9.48K
$496K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
368+ 3.42% |
$19.1K - $21.3K
|
11.1K
$582K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
367+ 3.98% |
$19.1K - $21.2K
|
9.59K
$502K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
345+ 0.81% |
$17.9K - $20K
|
43.2K
$2.26M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300New |
$15.6K - $17.4K
|
300
$15.7K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
288New |
$15K - $16.7K
|
288
$15.1K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149+ 1.98% |
$7.75K - $8.62K
|
7.69K
$402K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125+ 1.57% |
$6.5K - $7.23K
|
8.08K
$423K
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
100New |
$5.2K - $5.79K
|
100
$5.23K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.91% |
$5.2K - $5.79K
|
5.34K
$280K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
77+ 0.07% |
$4K - $4.46K
|
103K
$5.39M
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
75+ 0.76% |
$3.9K - $4.34K
|
9.98K
$522K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
49New |
$2.55K - $2.84K
|
49
$2.56K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
48+ 32.43% |
$2.5K - $2.78K
|
196
$10.3K
|
|
May 07, 2025
Q1 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
46+ 0.09% |
$2.39K - $2.66K
|
49.4K
$2.58M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42New |
$2.18K - $2.43K
|
42
$2.2K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 27.93% |
$1.61K - $1.79K
|
142
$7.43K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
31New |
$1.61K - $1.79K
|
31
$1.62K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17+ 425.0% |
$884 - $984
|
21
$1.1K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16New |
$832 - $926
|
16
$837
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 750.0% |
$780 - $868
|
17
$890
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$780 - $868
|
15
$785
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 500.0% |
$520 - $579
|
12
$628
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
10+ 2.98% |
$520 - $579
|
346
$18.1K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$520 - $579
|
10
$523
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 4.44% |
$520 - $579
|
235
$12.3K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 6.67% |
$468 - $521
|
144
$7.54K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5New |
$260 - $289
|
5
$262
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.56% |
$52 - $57.9
|
65
$3.4K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 1.2% |
$52 - $57.9
|
82
$4.29K
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 5.68% |
$260 - $289
|
83
$4.34K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 20.0% |
$260 - $289
|
20
$1.05K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12- 0.1% |
$624 - $694
|
12.1K
$634K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20- 8.37% |
$1.04K - $1.16K
|
219
$11.5K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 30.43% |
$1.09K - $1.22K
|
48
$2.51K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 0.53% |
$1.56K - $1.74K
|
5.67K
$297K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-33- 4.11% |
$1.72K - $1.91K
|
769
$40.2K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-39- 0.58% |
$2.03K - $2.26K
|
6.63K
$347K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-44- 36.07% |
$2.29K - $2.55K
|
78
$4.08K
|