Middlesex Water Company Ownership | Who Owns Middlesex Water Company?
Middlesex Water Company Ownership Summary
Middlesex Water Company is owned by 71.54% institutional investors, 1.65% insiders, and 26.81% retail investors. Blackrock is the largest institutional shareholder, holding 18.86% of MSEX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.36% of its assets in Middlesex Water Company shares.
MSEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middlesex Water Company | 71.54% | 1.65% | 26.81% |
| Sector | Utilities Stocks | 58.32% | 6.53% | 35.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 18.86% | $175.64M |
| Vanguard group | 1.39M | 7.79% | $72.54M |
| T. rowe price investment management | 1.26M | 7.07% | $65.83M |
| State street | 760.36K | 4.27% | $39.74M |
| Morgan stanley | 540.28K | 3.03% | $28.24M |
| Dimensional fund advisors lp | 452.33K | 2.54% | $23.64M |
| Geode capital management | 431.13K | 2.42% | $22.54M |
| Invesco | 276.78K | 1.55% | $14.46M |
| Renaissance | 262.70K | 1.47% | $13.73M |
| Kbc group nv | 255.01K | 1.43% | $13.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tsp capital management group | 109.64K | 1.80% | $5.73M |
| Penn capital management company | 84.50K | 0.42% | $4.42M |
| Cramer rosenthal mcglynn | 136.48K | 0.42% | $7.13M |
| Thematics asset management | 171.00K | 0.36% | $8.94M |
| Clean yield group | 6.92K | 0.14% | $361.90K |
| Teton advisors | 5.00K | 0.11% | $261.30K |
| Farmers & merchants trust co of long beach | 5.58K | 0.08% | $291.56K |
| Affinity wealth management | 7.00K | 0.07% | $365.82K |
| Mitchell mcleod pugh & williams | 4.43K | 0.05% | $231.39K |
| Main street financial solutions | 10.45K | 0.05% | $545.96K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.26M | 0.04% | 221.43K |
| Cramer rosenthal mcglynn | 136.48K | 0.42% | 136.48K |
| Goldman sachs group | 125.36K | 0.00% | 59.65K |
| Thematics asset management | 171.00K | 0.36% | 46.00K |
| Duff & phelps investment management | 38.57K | 0.03% | 38.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 276.78K | 0.00% | -133.52K |
| Qube research | - | - | -69.64K |
| Elequin securities | - | - | -61.47K |
| Morgan stanley | 540.28K | 0.00% | -61.27K |
| Foundry partners | - | - | -56.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cramer rosenthal mcglynn | 136.48K | 0.42% | 136.48K | $7.13M |
| Duff & phelps investment management | 38.57K | 0.03% | 38.57K | $2.02M |
| Toroso investments | 12.16K | 0.01% | 12.16K | $635.38K |
| Mirae asset global etfs | 10.66K | 0.00% | 10.66K | $556.99K |
| Corebridge financial | 10.25K | 0.00% | 10.25K | $535.82K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Clear street markets | -10.00 |
| Versant capital management | -45.00 |
| International assets investment management | -51.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 196 | 3.16% | 12,747,220 | 0.50% | 71 | 1.41% | 90 | -17.43% | 67 | 63.41% |
| Mar 31, 2024 | 190 | -1.04% | 12,684,062 | -0.72% | 71 | 1.39% | 109 | 17.20% | 41 | -31.67% |
| Dec 31, 2023 | 192 | 3.23% | 12,775,668 | 2.33% | 71 | 1.45% | 93 | 17.72% | 60 | -4.76% |
| Sep 30, 2023 | 186 | - | 12,484,736 | -0.17% | 70 | 1.41% | 79 | - | 63 | 1.61% |
| Jun 30, 2023 | 186 | -7.46% | 12,505,983 | 6.29% | 70 | 1.59% | 79 | -5.95% | 62 | -16.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.13M | 6.36% | 1.18K |
| First Trust Value Line® Dividend ETF | 698.23K | 3.91% | -326.00 |
| Vanguard Total Stock Mkt Idx Inv | 557.09K | 3.12% | -9.71K |
| iShares Russell 2000 ETF | 446.20K | 2.50% | -1.01K |
| T. Rowe Price Small-Cap Value | 428.56K | 2.40% | 16.70K |
| First Trust Water ETF | 370.66K | 2.08% | 1.06K |
| iShares US Infrastructure ETF | 336.21K | 1.88% | 1.81K |
| T. Rowe Price Small-Cap Stock | 305.48K | 1.71% | - |
| T. Rowe Price US Small-Cap Core Equity | 305.48K | 1.71% | -1.19K |
| iShares Global Water ETF USD Dist | 268.76K | 1.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 08, 2024 | Capko Robert John | Principal Accounting Officer | Sell | $9.91K |
| Aug 27, 2024 | REINHARD WALTER G | - | Sell | $26.77K |
| Aug 27, 2024 | REINHARD WALTER G | - | Sell | $4.21K |
| May 22, 2024 | REINHARD WALTER G | - | Sell | $48.99K |
| Mar 06, 2024 | Cosgrove James F. Jr. | - | Buy | $82.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | 4 |
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