Purchases and Sales Made in Q1 2025 in York Water CO (YORW)
This table provides information about the institutional ownership of York Water CO (YORW) during Q1 2025. The information is specifically focused on institutions that hold shares of YORK WATER CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
500+ 100.0% |
$15K - $17.5K
|
1K
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
497New |
$14.9K - $17.4K
|
497
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
394New |
$11.8K - $13.8K
|
394
$12.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
364+ 2.22% |
$10.9K - $12.7K
|
16.8K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
340New |
$10.2K - $11.9K
|
340
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
246+ 48.33% |
$7.39K - $8.61K
|
755
$24.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192+ 2400.0% |
$5.77K - $6.72K
|
200
$6.38K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
181+ 0.58% |
$5.44K - $6.34K
|
31.3K
$999K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
178+ 247.22% |
$5.35K - $6.23K
|
250
$7.98K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
161New |
$4.83K - $5.64K
|
161
$5.14K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
148+ 10.77% |
$4.44K - $5.18K
|
1.52K
$48.6K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
130+ 5.84% |
$3.9K - $4.55K
|
2.36K
$75.2K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
100New |
$3K - $3.5K
|
100
$3.19K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
90New |
$2.7K - $3.15K
|
90
$2.87K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
90+ 0.9% |
$2.7K - $3.15K
|
10.1K
$323K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 72.83% |
$2.01K - $2.35K
|
159
$5.07K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45New |
$1.35K - $1.58K
|
45
$1.44K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
39+ 216.67% |
$1.17K - $1.37K
|
57
$1.82K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
16New |
$480 - $560
|
16
$510
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 1.14% |
$450 - $525
|
1.33K
$42.5K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$450 - $525
|
15
$479
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$420 - $490
|
14
$447
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$300 - $350
|
10
$319
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 100.0% |
$300 - $350
|
20
$638
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 9.3% |
$240 - $280
|
94
$3K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 27.27% |
$180 - $210
|
28
$893
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5+ 0.05% |
$150 - $175
|
9.11K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.82% |
$30 - $35
|
123
$3.92K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
1+ 0.01% |
$30 - $35
|
10.5K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 4.17% |
$30 - $35
|
23
$734
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 0.29% |
$330 - $385
|
3.79K
$121K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-28- 32.94% |
$841 - $980
|
57
$1.82K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-29- 0.34% |
$871 - $1.02K
|
8.5K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-43- 0.54% |
$1.29K - $1.51K
|
7.86K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-70- 1.62% |
$2.1K - $2.45K
|
4.25K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-89- 83.96% |
$2.67K - $3.12K
|
17
$542
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-99- 28.29% |
$2.97K - $3.47K
|
251
$8.01K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-123- 37.96% |
$3.69K - $4.31K
|
201
$6.41K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-142- 3.3% |
$4.26K - $4.97K
|
4.16K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-178- 36.93% |
$5.35K - $6.23K
|
304
$9.7K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-184- 45.89% |
$5.53K - $6.44K
|
217
$6.92K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-236- 0.93% |
$7.09K - $8.26K
|
25.3K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-278- 2.3% |
$8.35K - $9.73K
|
11.8K
$378K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-357- 53.2% |
$10.7K - $12.5K
|
314
$10K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-446- 4.2% |
$13.4K - $15.6K
|
10.2K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-769- 6.26% |
$23.1K - $26.9K
|
11.5K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-893- 1.74% |
$26.8K - $31.3K
|
50.5K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-992- 8.92% |
$29.8K - $34.7K
|
10.1K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.28K- 14.46% |
$38.3K - $44.7K
|
7.55K
$241K
|