Latest Institutional Transactions on York Water CO (YORW)
This table provides information on the latest institutional transactions involving York Water CO (YORW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.19K+ 12.17% |
$194K - $242K
|
47.8K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.51K+ 113.23% |
$132K - $164K
|
6.61K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11New |
$413 - $513
|
11
$351
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
5.12KNew |
$192K - $239K
|
5.12K
$163K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
139New |
$5.21K - $6.48K
|
139
$4.43K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.15K- 91.12% |
$121K - $146K
|
307
$9.79K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
100+ 0.9% |
$3.84K - $4.63K
|
11.2K
$357K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.8K- 8.24% |
$415K - $500K
|
120K
$3.84M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.37KNew |
$206K - $249K
|
5.37K
$171K
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.48KNew |
$211K - $254K
|
5.48K
$175K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
92New |
$3.54K - $4.26K
|
92
$2.93K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 1.44% |
$153 - $175
|
281
$8.96K
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.82KNew |
$298K - $343K
|
7.82K
$249K
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-112- 3.31% |
$4.27K - $4.91K
|
3.27K
$104K
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.2KClosed |
$428K - $492K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.17K+ 52.51% |
$82.7K - $95K
|
6.29K
$201K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-80Closed |
$3.05K - $3.51K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.6KClosed |
$176K - $202K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
200New |
$7.63K - $8.77K
|
200
$6.38K
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-5.99KClosed |
$229K - $263K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-581- 28.33% |
$22.2K - $25.5K
|
1.47K
$46.9K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-2.6KClosed |
$110K - $128K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-4KClosed |
$169K - $197K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1.47KClosed |
$62.1K - $72.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$12.7K - $14.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37+ 0.57% |
$1.56K - $1.82K
|
6.58K
$210K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.05KClosed |
$213K - $249K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5KClosed |
$220K - $249K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-248Closed |
$10.9K - $12.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9.39KClosed |
$412K - $467K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
30.1KNew |
$1.32M - $1.5M
|
30.1K
$959K
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.1KClosed |
$180K - $204K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-24Closed |
$1.04K - $1.28K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-282KClosed |
$12.2M - $15.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-10.4KClosed |
$451K - $558K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
64New |
$2.76K - $3.42K
|
64
$2.04K
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.47KClosed |
$280K - $346K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
13.7KNew |
$590K - $729K
|
13.7K
$436K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 7.87% |
$734 - $908
|
199
$6.35K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
800New |
$34.5K - $42.7K
|
800
$25.5K
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-850Closed |
$36.7K - $45.4K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-200- 1.06% |
$8.64K - $10.7K
|
18.6K
$593K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-79Closed |
$3.58K - $4.16K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-6.2KClosed |
$281K - $326K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8KClosed |
$362K - $421K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.7KClosed |
$213K - $247K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-108Closed |
$4.89K - $5.68K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-5.98KClosed |
$271K - $315K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-284Closed |
$11.6K - $14.6K
|
0
$0
|