Artesian Resources Ownership | Who Owns Artesian Resources?
Artesian Resources Ownership Summary
Artesian Resources is owned by 55.10% institutional investors, 3.96% insiders, and 40.95% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 7.69% of ARTNA shares. iShares US Infrastructure ETF is the top mutual fund, with 5.72% of its assets in Artesian Resources shares.
ARTNA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Artesian Resources | 55.10% | 3.96% | 40.95% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 790.78K | 7.69% | $27.80M |
| Blackrock | 684.74K | 6.66% | $24.08M |
| Vanguard group | 550.14K | 5.35% | $19.34M |
| Renaissance | 260.21K | 2.53% | $9.15M |
| Morgan stanley | 253.74K | 2.47% | $8.92M |
| Dimensional fund advisors lp | 225.40K | 2.19% | $7.93M |
| Kestra advisory services | 217.22K | 2.11% | $7.64M |
| Millennium management | 176.91K | 1.72% | $6.22M |
| Costello asset management | 156.49K | 1.52% | $5.50M |
| Deprince race & zollo | 146.66K | 1.43% | $5.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Costello asset management | 156.49K | 4.10% | $5.50M |
| Fca corp /tx | 75.94K | 0.85% | $2.67M |
| Teton advisors | 31.82K | 0.47% | $1.12M |
| Atom investors lp | 73.65K | 0.26% | $2.59M |
| Johnson & white wealth management | 7.51K | 0.25% | $264.00K |
| Foundry partners | 127.89K | 0.24% | $4.50M |
| Elco management | 11.07K | 0.23% | $389.29K |
| Roffman miller associates inc /pa/ | 80.65K | 0.19% | $2.84M |
| Deprince race & zollo | 146.66K | 0.12% | $5.16M |
| Redmond asset management | 9.93K | 0.12% | $349.21K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 176.91K | 0.00% | 176.91K |
| Cubist systematic strategies | 81.23K | 0.02% | 81.23K |
| Susquehanna group, llp | 64.89K | 0.00% | 64.89K |
| Atom investors lp | 73.65K | 0.26% | 62.75K |
| Citadel advisors | 71.99K | 0.00% | 58.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 684.74K | 0.00% | -459.10K |
| State street | 65.76K | 0.00% | -185.94K |
| Proshare advisors | - | - | -183.50K |
| Geode capital management | 108.09K | 0.00% | -100.23K |
| Hrt financial lp | - | - | -45.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 176.91K | 0.00% | 176.91K | $6.22M |
| Cubist systematic strategies | 81.23K | 0.02% | 81.23K | $2.86M |
| Rbf capital | 40.00K | 0.08% | 40.00K | $1.41M |
| Marshall wace, llp | 29.35K | 0.00% | 29.35K | $1.03M |
| North star investment management | 25.00K | 0.06% | 25.00K | $879.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Avion wealth | -15.00 |
| Creative financial designs inc /adv | -37.00 |
| Farmers & merchants investments | -70.00 |
| Cwm | -73.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 111 | -9.76% | 5,673,633 | -5.29% | 55 | 1.63% | 46 | -32.35% | 46 | 21.05% |
| Jun 30, 2024 | 122 | 8.93% | 5,990,523 | 0.10% | 58 | 1.72% | 67 | 34.00% | 38 | 5.56% |
| Mar 31, 2024 | 112 | 1.82% | 5,984,602 | 1.71% | 58 | 1.69% | 50 | 8.70% | 36 | -5.26% |
| Dec 31, 2023 | 110 | 2.80% | 5,883,981 | -3.02% | 58 | 1.68% | 46 | -20.69% | 38 | 46.15% |
| Sep 30, 2023 | 107 | -0.93% | 6,067,380 | 11.03% | 59 | 1.98% | 58 | 5.45% | 26 | -10.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares US Infrastructure ETF | 588.79K | 5.72% | 3.56K |
| T. Rowe Price Small-Cap Value | 537.32K | 5.22% | 29.40K |
| Vanguard Total Stock Mkt Idx Inv | 284.55K | 2.76% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 263.52K | 2.56% | 30.59K |
| Foundry Partners Micro Cap Value | 208.43K | 2.02% | 17.43K |
| L&G Clean Water ETF | 175.28K | 1.70% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 144.82K | 1.41% | -878.00 |
| Foundry Partners Micro Cap Value Plus | 104.45K | 1.01% | 104.45K |
| Invesco Water Resources ETF | 99.72K | 0.97% | - |
| DFA US Small Cap I | 82.96K | 0.81% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 20, 2023 | Taylor Nicholle Renee | Senior Vice President | Sell | $203.40K |
| Dec 14, 2023 | THAEDER JOHN M | Senior Vice President | Sell | $109.52K |
| Nov 21, 2023 | THAEDER JOHN M | Senior Vice President | Sell | $8.44K |
| Sep 20, 2023 | THAEDER JOHN M | Senior Vice President | Sell | $22.93K |
| Aug 10, 2023 | Emerson Courtney A | Gen Counsel & Asst Secretary | Buy | $459.60 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2023 Q4 | - | 3 |
| 2023 Q3 | 1 | 1 |
| 2023 Q2 | - | - |
| 2022 Q4 | 1 | 5 |
ARTNA Ownership FAQ
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