Middlesex Water Ownership 2024 | Who Owns Middlesex Water Now?
Institutional Ownership
71.50%
Insider Ownership
1.66%
Retail Ownership
26.84%
Institutional Holders
193.00
Middlesex Water Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 18.86% | 0.00% | 3,360,935 | -43,275 | -1.27% | 175,642,471 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.79% | 0.00% | 1,388,155 | -42,022 | -2.94% | 72,544,981 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.07% | 0.04% | 1,259,640 | 221,429 | 21.33% | 65,829,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.27% | 0.00% | 760,357 | 29,484 | 4.03% | 39,736,257,000 | Jun 30, 2024 |
| MORGAN STANLEY | 3.03% | 0.00% | 540,284 | -61,274 | -10.19% | 28,235,304 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.54% | 0.01% | 452,326 | -1,851 | -0.41% | 23,638,996 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.42% | 0.00% | 431,129 | 30,875 | 7.71% | 22,535,763 | Jun 30, 2024 |
| INVESCO LTD. | 1.55% | 0.00% | 276,782 | -133,523 | -32.54% | 14,464,628 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.47% | 0.02% | 262,700 | -22,000 | -7.73% | 13,728,702 | Jun 30, 2024 |
| KBC GROUP NV | 1.43% | 0.04% | 255,015 | - | - | 13,327,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.29% | 0.00% | 229,642 | 14,360 | 6.67% | 12,001,091 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.23% | 0.00% | 219,119 | 24,400 | 12.53% | 11,451,169 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.13% | 0.00% | 202,199 | -667 | -0.33% | 10,566,920,000 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 1.05% | 0.03% | 187,758 | -5,130 | -2.66% | 9,812,233 | Jun 30, 2024 |
| THEMATICS ASSET MANAGEMENT | 0.96% | 0.36% | 171,000 | 46,000 | 36.80% | 8,936,460 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.90% | 0.00% | 160,437 | 12,031 | 8.11% | 8,384,438 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.77% | 0.42% | 136,476 | 136,476 | 100.00% | 7,132,236 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.72% | 0.02% | 127,628 | -23,193 | -15.38% | 6,669,840 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.70% | 0.00% | 125,355 | 59,651 | 90.79% | 6,551,053 | Jun 30, 2024 |
| AMUNDI | 0.68% | 0.00% | 120,493 | -10,537 | -8.04% | 6,354,801 | Jun 30, 2024 |
Middlesex Water's largest institutional shareholder is BLACKROCK INC., holding 18.86% of the company's total share outstanding, currently valued at $175.64M. The top 10 institutional shareholders own together 50.44% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TSP CAPITAL MANAGEMENT GROUP, LLC | 0.62% | 1.80% | 109,635 | -2,997 | -2.66% | 5,729,531 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.47% | 0.42% | 84,500 | 23,026 | 37.46% | 4,415,970 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.77% | 0.42% | 136,476 | 136,476 | 100.00% | 7,132,236 | Jun 30, 2024 |
| THEMATICS ASSET MANAGEMENT | 0.96% | 0.36% | 171,000 | 46,000 | 36.80% | 8,936,460 | Jun 30, 2024 |
| CLEAN YIELD GROUP | 0.04% | 0.14% | 6,925 | -150 | -2.12% | 361,901 | Jun 30, 2024 |
| TETON ADVISORS, INC. | 0.03% | 0.11% | 5,000 | - | - | 261,300 | Jun 30, 2024 |
| FARMERS & MERCHANTS TRUST CO OF LONG BEACH | 0.03% | 0.08% | 5,579 | - | - | 291,558 | Jun 30, 2024 |
| AFFINITY WEALTH MANAGEMENT LLC | 0.04% | 0.07% | 7,000 | - | - | 365,820 | Jun 30, 2024 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 0.02% | 0.05% | 4,428 | -878 | -16.55% | 231,392 | Jun 30, 2024 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.06% | 0.05% | 10,447 | - | - | 545,960 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.07% | 0.04% | 1,259,640 | 221,429 | 21.33% | 65,829,000 | Jun 30, 2024 |
| KBC GROUP NV | 1.43% | 0.04% | 255,015 | - | - | 13,327,000 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.04% | 0.04% | 6,624 | -176 | -2.59% | 346,170 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.07% | 0.04% | 11,900 | -12,252 | -50.73% | 621,894 | Jun 30, 2024 |
| PARCION PRIVATE WEALTH LLC | 0.04% | 0.04% | 8,000 | - | - | 418,080 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.21% | 0.04% | 37,738 | 37,738 | 100.00% | 1,972,188 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 1.05% | 0.03% | 187,758 | -5,130 | -2.66% | 9,812,233 | Jun 30, 2024 |
| SOUTHEAST ASSET ADVISORS INC. | 0.03% | 0.03% | 4,749 | - | - | 248,157 | Jun 30, 2024 |
| CLARITY ASSET MANAGEMENT, INC. | 0.00% | 0.03% | 786 | 9 | 1.16% | 41,076 | Jun 30, 2024 |
| GUYASUTA INVESTMENT ADVISORS INC | 0.03% | 0.03% | 6,000 | - | - | 393,720 | Jun 30, 2024 |
The largest Middlesex Water shareholder by % of total assets is TSP CAPITAL MANAGEMENT GROUP, LLC. The company owns 109.64K shares of Middlesex Water (MSEX), representing 1.80% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.07% | 0.04% | 1,259,640 | 221,429 | 21.33% | 65,829,000 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.77% | 0.42% | 136,476 | 136,476 | 100.00% | 7,132,236 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.70% | 0.00% | 125,355 | 59,651 | 90.79% | 6,551,053 | Jun 30, 2024 |
| THEMATICS ASSET MANAGEMENT | 0.96% | 0.36% | 171,000 | 46,000 | 36.80% | 8,936,460 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.22% | 0.03% | 38,570 | 38,570 | 100.00% | 2,015,668 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.21% | 0.04% | 37,738 | 37,738 | 100.00% | 1,972,188 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.42% | 0.00% | 431,129 | 30,875 | 7.71% | 22,535,763 | Jun 30, 2024 |
| STATE STREET CORP | 4.27% | 0.00% | 760,357 | 29,484 | 4.03% | 39,736,257,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.23% | 0.00% | 219,119 | 24,400 | 12.53% | 11,451,169 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.25% | 0.00% | 44,792 | 23,622 | 111.58% | 2,340,830 | Jun 30, 2024 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.47% | 0.42% | 84,500 | 23,026 | 37.46% | 4,415,970 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.29% | 0.00% | 51,713 | 19,037 | 58.26% | 2,702,521 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.12% | 0.00% | 21,867 | 17,594 | 411.75% | 1,142,763 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.29% | 0.00% | 229,642 | 14,360 | 6.67% | 12,001,091 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.21% | 0.00% | 37,003 | 13,364 | 56.53% | 1,933,777 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.07% | 0.00% | 12,303 | 12,303 | 100.00% | 642,955 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.07% | 0.01% | 12,158 | 12,158 | 100.00% | 635,377 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.90% | 0.00% | 160,437 | 12,031 | 8.11% | 8,384,438 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.06% | 0.00% | 10,751 | 10,751 | 100.00% | 576,684 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.23% | 0.00% | 40,879 | 10,688 | 35.40% | 2,136,339 | Jun 30, 2024 |
As of Jun 30 2024, Middlesex Water's largest institutional buyer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company purchased 221.43K stocks of MSEX, valued at $65.83M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 1.55% | 0.00% | 276,782 | -133,523 | -32.54% | 14,464,628 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | - | - | -61,474 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 3.03% | 0.00% | 540,284 | -61,274 | -10.19% | 28,235,304 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | - | - | - | -56,400 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -55,079 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.39% | 0.01% | 69,635 | -49,584 | -41.59% | 3,639,125 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.22% | 0.00% | 39,664 | -43,852 | -52.51% | 2,072,841 | Jun 30, 2024 |
| BLACKROCK INC. | 18.86% | 0.00% | 3,360,935 | -43,275 | -1.27% | 175,642,471 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.79% | 0.00% | 1,388,155 | -42,022 | -2.94% | 72,544,981 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.02% | 0.00% | 4,031 | -30,175 | -88.22% | 211,000 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 0.72% | 0.02% | 127,628 | -23,193 | -15.38% | 6,669,840 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.47% | 0.02% | 262,700 | -22,000 | -7.73% | 13,728,702 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -21,203 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.12% | 0.00% | 21,360 | -17,604 | -45.18% | 1,116,274 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -15,082 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.07% | 0.04% | 11,900 | -12,252 | -50.73% | 621,894 | Jun 30, 2024 |
| AMUNDI | 0.68% | 0.00% | 120,493 | -10,537 | -8.04% | 6,354,801 | Jun 30, 2024 |
| UBS GROUP AG | 0.19% | 0.00% | 33,809 | -9,987 | -22.80% | 1,766,858 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -9,469 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | 0.00% | 6,657 | -9,217 | -58.06% | 349,000 | Jun 30, 2024 |
As of Jun 30 2024, Middlesex Water's biggest institutional seller is INVESCO LTD.. The company sold -0.13M shares of MSEX, valued at $14.46M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CRAMER ROSENTHAL MCGLYNN LLC | 0.77% | 0.42% | 136,476 | 136,476 | 100.00% | 7,132,236 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.22% | 0.03% | 38,570 | 38,570 | 100.00% | 2,015,668 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.21% | 0.04% | 37,738 | 37,738 | 100.00% | 1,972,188 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.07% | 0.01% | 12,158 | 12,158 | 100.00% | 635,377 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.06% | 0.00% | 10,658 | 10,658 | 100.00% | 556,987 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 10,253 | 10,253 | 100.00% | 535,822 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.03% | 0.03% | 5,648 | 5,648 | 100.00% | 295,164 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.03% | 0.00% | 5,526 | 5,526 | 100.00% | 288,789 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.03% | 0.00% | 5,108 | 5,108 | 100.00% | 267,000 | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.00% | 0.00% | 751 | 751 | 100.00% | 39,000 | Jun 30, 2024 |
| IFP ADVISORS, INC | 0.00% | 0.00% | 500 | 500 | 100.00% | 26,130 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 126 | 126 | 100.00% | 6,656 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 70 | 70 | 100.00% | 3,659 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.00% | 0.00% | 20 | 20 | 100.00% | 1,045 | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | 0.00% | - | 13 | 13 | 100.00% | 687 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 261 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 4 | 4 | 100.00% | 209 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 3 | 3 | 100.00% | 157 | Jun 30, 2024 |
Middlesex Water's largest new institutional shareholder by number of shares is CRAMER ROSENTHAL MCGLYNN LLC, purchased 136.48K shares, valued at $7.13M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ELEQUIN SECURITIES, LLC | - | - | - | -61,474 | -100.00% | - | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | - | - | - | -56,400 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | - | - | - | -55,079 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -21,203 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -15,082 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -9,469 | -100.00% | - | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | - | - | - | -8,196 | -100.00% | - | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | - | - | - | -5,277 | -100.00% | - | Jun 30, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -5,074 | -100.00% | - | Jun 30, 2024 |
| HANDELSBANKEN FONDER AB | - | - | - | -5,057 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -1,334 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -963 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -923 | -100.00% | - | Jun 30, 2024 |
| BALDWIN BROTHERS LLC/MA | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -184 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -65 | -100.00% | - | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -45 | -100.00% | - | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Middlesex Water's largest sold out institutional shareholder by shares sold is ELEQUIN SECURITIES, LLC, sold -61.47K shares, valued at -, as of undefined.
Middlesex Water Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TAX MANAGED SMALL CAP PORTFOLIO | 0.27% | 14,358 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.12% | 1,211,350 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.05% | 191,253 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.04% | 335,363 | 60,600 | 22.06% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.03% | 1,006 | 210 | 26.38% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.03% | 570 | 88 | 18.26% | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 107,772 | 6,958 | 6.90% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 12,757 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.02% | 3,565 | - | - | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 6,365 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.02% | 18,020 | -2,509 | -12.22% | Jan 31, 2024 |
| GABELLI UTILITY TRUST | 0.02% | 6,700 | - | - | Dec 29, 2023 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 8,894 | 52 | 0.59% | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 44,593 | - | - | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.01% | 8,250 | - | - | Dec 29, 2023 |
| Principal Diversified Select Real Asset Fund | 0.01% | 542 | - | - | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.01% | 128,838 | 29,709 | 29.97% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 101,978 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.01% | 5,000 | -200 | -3.85% | Dec 29, 2023 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.01% | 1,000 | - | - | Dec 29, 2023 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 9,251 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 30,961 | -806 | -2.54% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,665 | - | - | Mar 31, 2024 |
| GABELLI EQUITY SERIES FUNDS INC | 0.00% | 3,500 | - | - | Dec 29, 2023 |
| AMG FUNDS III | 0.00% | 18,559 | - | - | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,919 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,013 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 644 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 10,272 | - | - | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.00% | 5,944 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 5,357 | - | - | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 6,362 | 93 | 1.48% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 834,453 | -261,338 | -23.85% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 12,524 | - | - | Aug 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 101,083 | 757 | 0.75% | Jan 31, 2024 |
| Procure ETF Trust II | 0.00% | 106 | - | - | Jan 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 7,450 | 42 | 0.57% | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 22,430 | -1,505 | -6.29% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 48,476 | -152 | -0.31% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 91,445 | -29,411 | -24.34% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 4,761 | 639 | 15.50% | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 6,911 | - | - | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 171,811 | 8,331 | 5.10% | Feb 29, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 9,400 | - | - | Jan 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 139,333 | 222 | 0.16% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,742 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.00% | 600 | - | - | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 8,605 | 3,829 | 80.17% | Feb 29, 2024 |
| KP Funds | 0.00% | 26,960 | - | - | Sep 30, 2020 |
| SHELTON FUNDS | 0.00% | 802 | -159 | -16.55% | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 116,434 | 9,763 | 9.15% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 454,638 | 118,972 | 35.44% | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 107,846 | 2,957 | 2.82% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 9,812 | 4,101 | 71.81% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 27,434 | - | - | Feb 29, 2024 |
| Krane Shares Trust | 0.00% | 7,372 | - | - | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 3,964 | 1,164 | 41.57% | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 11,404 | -861 | -7.02% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 897 | - | - | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 141 | - | - | Apr 30, 2021 |
| Catholic Responsible Investments Funds | 0.00% | 9,792 | -7 | -0.07% | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 18,557 | -400 | -2.11% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 1,159 | 277 | 31.41% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 11,185 | -165 | -1.45% | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 59,767 | -2,895 | -4.62% | Feb 29, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 5,984 | -1,264 | -17.44% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 790 | - | - | Dec 31, 2023 |
| Global X Funds | 0.00% | 8,021 | 6,945 | 645.45% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 822 | -51 | -5.84% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 93,388 | 3,369 | 3.74% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 113 | -15 | -11.72% | Sep 30, 2023 |
| Dimensional ETF Trust | 0.00% | 68,895 | 255 | 0.37% | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 11,803 | - | - | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 2,323,549 | 35,094 | 1.53% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 15,448 | -419 | -2.64% | Mar 28, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 1,520 | -6,050 | -79.92% | Dec 31, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,133 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 179 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 3,328 | 2,702 | 431.63% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 6,423 | 600 | 10.30% | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 1,960 | 380 | 24.05% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 13,622 | -109 | -0.79% | Mar 28, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 240 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,023 | 61 | 6.34% | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 4,166 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 6,304 | -1,841 | -22.60% | Jan 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 3,068 | -49 | -1.57% | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 6,793 | - | - | Mar 31, 2024 |
| GPS Funds I | 0.00% | 299 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 639 | -66 | -9.36% | Mar 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 7,143 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.00% | 198 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 5,401 | - | - | Feb 29, 2024 |
| RBB FUND, INC. | 0.00% | 4,300 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 80,473 | 9,771 | 13.82% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 46,013 | -977 | -2.08% | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 160 | - | - | Dec 31, 2023 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 17,365 | -1,333 | -7.13% | Jan 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 826 | -10 | -1.20% | Mar 31, 2024 |
| Two Roads Shared Trust | 0.00% | 1,289 | - | - | Jan 31, 2024 |
Middlesex Water's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 14.36K shares, compromising 0.27% of its total assets.
Middlesex Water Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 193 | 1.58% |
| 31 Mar, 24 | 190 | -1.04% |
| 31 Dec, 23 | 192 | 3.23% |
| 30 Sep, 23 | 186 | - |
| 30 Jun, 23 | 186 | -7.46% |
| 31 Mar, 23 | 201 | -1.47% |
| 31 Dec, 22 | 204 | 5.15% |
| 30 Sep, 22 | 194 | -3.96% |
| 30 Jun, 22 | 202 | 3.06% |
| 31 Mar, 22 | 196 | -5.31% |
| 31 Dec, 21 | 207 | 8.95% |
| 30 Sep, 21 | 190 | 18.75% |
| 30 Jun, 21 | 160 | 0.63% |
| 31 Mar, 21 | 159 | 3.25% |
| 31 Dec, 20 | 154 | -0.65% |
| 30 Sep, 20 | 155 | 0.65% |
| 30 Jun, 20 | 154 | 4.05% |
| 31 Mar, 20 | 148 | -5.73% |
| 31 Dec, 19 | 157 | 2.61% |
| 30 Sep, 19 | 153 | -4.97% |
| 30 Jun, 19 | 161 | 0.63% |
| 31 Mar, 19 | 160 | -1.84% |
| 31 Dec, 18 | 163 | 19.85% |
| 30 Sep, 18 | 136 | 2.26% |
| 30 Jun, 18 | 133 | 3.91% |
| 31 Mar, 18 | 128 | -3.76% |
| 31 Dec, 17 | 133 | 6.40% |
| 30 Sep, 17 | 125 | 2.46% |
| 30 Jun, 17 | 122 | -1.61% |
| 31 Mar, 17 | 124 | -6.77% |
| 31 Dec, 16 | 133 | 0.76% |
| 30 Sep, 16 | 132 | -6.38% |
| 30 Jun, 16 | 141 | 7.63% |
| 31 Mar, 16 | 131 | 13.91% |
| 31 Dec, 15 | 115 | 1.77% |
| 30 Sep, 15 | 113 | 7.62% |
| 30 Jun, 15 | 105 | 3.96% |
| 31 Mar, 15 | 101 | 3.06% |
| 31 Dec, 14 | 98 | 4.26% |
| 30 Sep, 14 | 94 | 2.17% |
| 30 Jun, 14 | 92 | 3.37% |
| 31 Mar, 14 | 89 | 1.14% |
| 31 Dec, 13 | 88 | 7.32% |
| 30 Sep, 13 | 82 | 5.13% |
| 30 Jun, 13 | 78 | 160.00% |
| 31 Mar, 13 | 30 | -3.23% |
| 31 Dec, 12 | 31 | - |
| 30 Sep, 12 | 31 | -8.82% |
| 30 Jun, 12 | 34 | 9.68% |
| 31 Mar, 12 | 31 | 10.71% |
| 31 Dec, 11 | 28 | 3.70% |
| 30 Sep, 11 | 27 | - |
| 30 Jun, 11 | 27 | 3.85% |
| 31 Mar, 11 | 26 | 23.81% |
| 31 Dec, 10 | 21 | -8.70% |
| 30 Sep, 10 | 23 | 4.55% |
| 30 Jun, 10 | 22 | 10.00% |
| 31 Mar, 10 | 20 | 33.33% |
| 31 Dec, 09 | 15 | 15.38% |
| 30 Sep, 09 | 13 | -31.58% |
| 30 Jun, 09 | 19 | 11.76% |
| 31 Mar, 09 | 17 | 6.25% |
| 31 Dec, 08 | 16 | - |
| 30 Sep, 08 | 16 | -5.88% |
| 30 Jun, 08 | 17 | 30.77% |
| 31 Mar, 08 | 13 | 18.18% |
| 31 Dec, 07 | 11 | 22.22% |
| 30 Sep, 07 | 9 | -10.00% |
| 30 Jun, 07 | 10 | - |
| 31 Mar, 07 | 10 | -9.09% |
| 31 Dec, 06 | 11 | 57.14% |
| 30 Sep, 06 | 7 | -12.50% |
| 30 Jun, 06 | 8 | -20.00% |
| 31 Mar, 06 | 10 | 25.00% |
| 31 Dec, 05 | 8 | -11.11% |
| 30 Sep, 05 | 9 | -18.18% |
| 30 Jun, 05 | 11 | - |
| 31 Mar, 05 | 11 | 22.22% |
| 31 Dec, 04 | 9 | 12.50% |
| 30 Sep, 04 | 8 | - |
| 30 Jun, 04 | 8 | -20.00% |
| 31 Mar, 04 | 10 | 42.86% |
| 31 Dec, 03 | 7 | 16.67% |
| 30 Sep, 03 | 6 | - |
| 30 Jun, 03 | 6 | - |
| 31 Mar, 03 | 6 | - |
| 31 Dec, 02 | 6 | - |
| 30 Sep, 02 | 6 | 20.00% |
| 30 Jun, 02 | 5 | 25.00% |
| 31 Mar, 02 | 4 | 33.33% |
| 31 Dec, 01 | 3 | -25.00% |
| 30 Sep, 01 | 4 | -20.00% |
| 30 Jun, 01 | 5 | 400.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | 1 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | -50.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | -50.00% |
| 30 Jun, 99 | 4 | 100.00% |
| 31 Mar, 99 | 2 | - |
As of 30 Jun 24, 193 institutions are holding Middlesex Water's shares, representing an increase of 1.58% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 12,740,190 | 0.44% |
| 31 Mar, 24 | 12,684,062 | -0.72% |
| 31 Dec, 23 | 12,775,668 | 2.33% |
| 30 Sep, 23 | 12,484,736 | -0.17% |
| 30 Jun, 23 | 12,505,983 | 6.29% |
| 31 Mar, 23 | 11,765,869 | -5.20% |
| 31 Dec, 22 | 12,410,964 | 3.63% |
| 30 Sep, 22 | 11,976,715 | 1.32% |
| 30 Jun, 22 | 11,820,742 | -5.93% |
| 31 Mar, 22 | 12,565,474 | 3.83% |
| 31 Dec, 21 | 12,101,767 | -2.71% |
| 30 Sep, 21 | 12,439,417 | 15.85% |
| 30 Jun, 21 | 10,737,342 | 0.25% |
| 31 Mar, 21 | 10,710,085 | 0.22% |
| 31 Dec, 20 | 10,686,405 | 1.96% |
| 30 Sep, 20 | 10,480,777 | -0.07% |
| 30 Jun, 20 | 10,487,617 | 0.78% |
| 31 Mar, 20 | 10,406,498 | -1.05% |
| 31 Dec, 19 | 10,516,642 | 6.84% |
| 30 Sep, 19 | 9,843,741 | 5.14% |
| 30 Jun, 19 | 9,362,421 | 2.12% |
| 31 Mar, 19 | 9,167,913 | 1.72% |
| 31 Dec, 18 | 9,012,916 | -1.18% |
| 30 Sep, 18 | 9,120,118 | 2.63% |
| 30 Jun, 18 | 8,886,480 | 4.63% |
| 31 Mar, 18 | 8,492,850 | 2.12% |
| 31 Dec, 17 | 8,316,456 | 1.18% |
| 30 Sep, 17 | 8,219,737 | 0.23% |
| 30 Jun, 17 | 8,200,857 | 2.51% |
| 31 Mar, 17 | 8,000,151 | 2.71% |
| 31 Dec, 16 | 7,788,743 | 4.19% |
| 30 Sep, 16 | 7,475,699 | 4.95% |
| 30 Jun, 16 | 7,123,353 | 5.00% |
| 31 Mar, 16 | 6,784,426 | 2.94% |
| 31 Dec, 15 | 6,590,957 | -0.35% |
| 30 Sep, 15 | 6,614,322 | 1.96% |
| 30 Jun, 15 | 6,487,117 | 0.97% |
| 31 Mar, 15 | 6,424,841 | 0.82% |
| 31 Dec, 14 | 6,372,532 | 0.52% |
| 30 Sep, 14 | 6,339,371 | -1.92% |
| 30 Jun, 14 | 6,463,397 | 0.28% |
| 31 Mar, 14 | 6,445,489 | 2.71% |
| 31 Dec, 13 | 6,275,228 | -2.11% |
| 30 Sep, 13 | 6,410,347 | 2.55% |
| 30 Jun, 13 | 6,251,204 | 269.12% |
| 31 Mar, 13 | 1,693,549 | -27.53% |
| 31 Dec, 12 | 2,336,834 | 6.73% |
| 30 Sep, 12 | 2,189,419 | -22.73% |
| 30 Jun, 12 | 2,833,352 | 7.74% |
| 31 Mar, 12 | 2,629,703 | -1.81% |
| 31 Dec, 11 | 2,678,231 | 1.80% |
| 30 Sep, 11 | 2,630,852 | -19.09% |
| 30 Jun, 11 | 3,251,604 | -6.64% |
| 31 Mar, 11 | 3,482,795 | 73.01% |
| 31 Dec, 10 | 2,013,103 | 1.47% |
| 30 Sep, 10 | 1,983,887 | 22.29% |
| 30 Jun, 10 | 1,622,319 | 9.13% |
| 31 Mar, 10 | 1,486,542 | -21.95% |
| 31 Dec, 09 | 1,904,715 | 88.69% |
| 30 Sep, 09 | 1,009,423 | -5.95% |
| 30 Jun, 09 | 1,073,238 | 3.80% |
| 31 Mar, 09 | 1,033,972 | -51.08% |
| 31 Dec, 08 | 2,113,695 | 77.27% |
| 30 Sep, 08 | 1,192,344 | 13.10% |
| 30 Jun, 08 | 1,054,218 | 17.22% |
| 31 Mar, 08 | 899,371 | 16.07% |
| 31 Dec, 07 | 774,845 | 4.84% |
| 30 Sep, 07 | 739,100 | 1.87% |
| 30 Jun, 07 | 725,545 | 2.88% |
| 31 Mar, 07 | 705,255 | 126.33% |
| 31 Dec, 06 | 311,600 | 83.14% |
| 30 Sep, 06 | 170,140 | -24.56% |
| 30 Jun, 06 | 225,519 | 9.70% |
| 31 Mar, 06 | 205,569 | 26.80% |
| 31 Dec, 05 | 162,125 | 31.57% |
| 30 Sep, 05 | 123,228 | -2.70% |
| 30 Jun, 05 | 126,648 | -37.39% |
| 31 Mar, 05 | 202,291 | -0.62% |
| 31 Dec, 04 | 203,549 | 12.72% |
| 30 Sep, 04 | 180,574 | -15.20% |
| 30 Jun, 04 | 212,951 | 2.69% |
| 31 Mar, 04 | 207,379 | 56.21% |
| 31 Dec, 03 | 132,754 | 23.18% |
| 30 Sep, 03 | 107,774 | 117.57% |
| 30 Jun, 03 | 49,536 | -56.39% |
| 31 Mar, 03 | 113,577 | -0.40% |
| 31 Dec, 02 | 114,031 | 12.37% |
| 30 Sep, 02 | 101,480 | 19.58% |
| 30 Jun, 02 | 84,865 | -0.20% |
| 31 Mar, 02 | 85,039 | 42.22% |
| 31 Dec, 01 | 59,796 | 27.29% |
| 30 Sep, 01 | 46,975 | -40.52% |
| 30 Jun, 01 | 78,979 | 577.93% |
| 31 Mar, 01 | 11,650 | - |
| 31 Dec, 00 | 11,650 | - |
| 30 Jun, 00 | 19,050 | 1.60% |
| 31 Mar, 00 | 18,750 | -37.90% |
| 31 Dec, 99 | 30,194 | -53.68% |
| 30 Sep, 99 | 65,187 | -47.70% |
| 30 Jun, 99 | 124,637 | 47.30% |
| 31 Mar, 99 | 84,614 | - |
Middlesex Water (MSEX) has 12.74M shares outstanding as of 30 Jun 24, up 0.44% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 71.50% | 1.41% |
| 31 Mar, 24 | 71.18% | 1.39% |
| 31 Dec, 23 | 71.69% | 1.45% |
| 30 Sep, 23 | 70.30% | 1.41% |
| 30 Jun, 23 | 70.60% | 1.59% |
| 31 Mar, 23 | 66.65% | 1.34% |
| 31 Dec, 22 | 70.53% | 1.53% |
| 30 Sep, 22 | 67.94% | 1.50% |
| 30 Jun, 22 | 67.23% | 1.31% |
| 31 Mar, 22 | 71.65% | 1.44% |
| 31 Dec, 21 | 70.53% | 1.39% |
| 30 Sep, 21 | 71.12% | 1.89% |
| 30 Jun, 21 | 61.40% | 1.63% |
| 31 Mar, 21 | 61.28% | 1.64% |
| 31 Dec, 20 | 61.21% | 1.70% |
| 30 Sep, 20 | 60.01% | 1.66% |
| 30 Jun, 20 | 60.06% | 1.69% |
| 31 Mar, 20 | 59.68% | 1.50% |
| 31 Dec, 19 | 63.03% | 1.79% |
| 30 Sep, 19 | 59.26% | 1.84% |
| 30 Jun, 19 | 56.68% | 1.82% |
| 31 Mar, 19 | 55.81% | 1.84% |
| 31 Dec, 18 | 55.01% | 1.78% |
| 30 Sep, 18 | 55.63% | 1.89% |
| 30 Jun, 18 | 54.23% | 2.01% |
| 31 Mar, 18 | 51.93% | 2.00% |
| 31 Dec, 17 | 50.93% | 2.01% |
| 30 Sep, 17 | 50.30% | 2.00% |
| 30 Jun, 17 | 50.21% | 2.08% |
| 31 Mar, 17 | 49.08% | 2.14% |
| 31 Dec, 16 | 47.87% | 2.27% |
| 30 Sep, 16 | 45.91% | 2.40% |
| 30 Jun, 16 | 43.78% | 2.51% |
| 31 Mar, 16 | 41.79% | 2.52% |
| 31 Dec, 15 | 40.75% | 2.44% |
| 30 Sep, 15 | 40.82% | 2.53% |
| 30 Jun, 15 | 40.17% | 2.53% |
| 31 Mar, 15 | 39.83% | 2.53% |
| 31 Dec, 14 | 39.70% | 2.56% |
| 30 Sep, 14 | 39.38% | 2.42% |
| 30 Jun, 14 | 40.35% | 2.48% |
| 31 Mar, 14 | 40.35% | 2.61% |
| 31 Dec, 13 | 39.33% | 2.41% |
| 30 Sep, 13 | 40.36% | 2.59% |
| 30 Jun, 13 | 39.49% | 34.40% |
| 31 Mar, 13 | 10.71% | 4.86% |
| 31 Dec, 12 | 14.85% | 7.68% |
| 30 Sep, 12 | 13.91% | 4.28% |
| 30 Jun, 12 | 18.03% | 6.42% |
| 31 Mar, 12 | 16.76% | 5.73% |
| 31 Dec, 11 | 17.10% | 6.03% |
| 30 Sep, 11 | 16.84% | 3.88% |
| 30 Jun, 11 | 20.85% | 4.17% |
| 31 Mar, 11 | 22.36% | 11.85% |
| 31 Dec, 10 | 13.74% | 8.41% |
| 30 Sep, 10 | 12.78% | 9.48% |
| 30 Jun, 10 | 11.61% | 9.63% |
| 31 Mar, 10 | 10.98% | 5.53% |
| 31 Dec, 09 | 14.10% | 25.06% |
| 30 Sep, 09 | 7.50% | 11.75% |
| 30 Jun, 09 | 7.99% | 13.44% |
| 31 Mar, 09 | 7.71% | 3.10% |
| 31 Dec, 08 | 15.78% | 19.78% |
| 30 Sep, 08 | 8.93% | 14.15% |
| 30 Jun, 08 | 7.95% | 17.25% |
| 31 Mar, 08 | 6.79% | 19.81% |
| 31 Dec, 07 | 5.85% | 18.68% |
| 30 Sep, 07 | 5.60% | 18.50% |
| 30 Jun, 07 | 5.50% | 19.20% |
| 31 Mar, 07 | 5.35% | 77.33% |
| 31 Dec, 06 | 2.63% | 122.93% |
| 30 Sep, 06 | 1.46% | 38.78% |
| 30 Jun, 06 | 1.94% | 61.78% |
| 31 Mar, 06 | 1.77% | 90.01% |
| 31 Dec, 05 | 1.40% | 121.51% |
| 30 Sep, 05 | 1.07% | 86.97% |
| 30 Jun, 05 | 1.11% | 35.10% |
| 31 Mar, 05 | 1.78% | 52.73% |
| 31 Dec, 04 | 1.84% | 72.15% |
| 30 Sep, 04 | 1.60% | 43.10% |
| 30 Jun, 04 | 1.92% | 50.07% |
| 31 Mar, 04 | 1.96% | 123.95% |
| 31 Dec, 03 | 1.26% | 119.49% |
| 30 Sep, 03 | 1.03% | 457.37% |
| 30 Jun, 03 | 0.47% | 39.55% |
| 31 Mar, 03 | 1.09% | 90.10% |
| 31 Dec, 02 | 1.10% | 113.87% |
| 30 Sep, 02 | 0.98% | 144.08% |
| 30 Jun, 02 | 0.83% | 118.57% |
| 31 Mar, 02 | 0.83% | 241.04% |
| 31 Dec, 01 | 0.59% | 273.94% |
| 30 Sep, 01 | 0.46% | 76.17% |
| 30 Jun, 01 | 0.78% | 5868.43% |
| 31 Mar, 01 | 0.12% | 856.90% |
| 31 Dec, 00 | 0.12% | - |
| 30 Jun, 00 | 0.19% | 541.43% |
| 31 Mar, 00 | 0.19% | 199.51% |
| 31 Dec, 99 | 0.31% | 69.44% |
| 30 Sep, 99 | 0.66% | 41.06% |
| 30 Jun, 99 | 1.27% | 165.45% |
| 31 Mar, 99 | 0.88% | - |
As of 30 Jun 24, Middlesex Water is held by 71.50% institutional shareholders, representing a 1.41% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 88 | -19.27% |
| 31 Mar, 24 | 109 | 17.20% |
| 31 Dec, 23 | 93 | 17.72% |
| 30 Sep, 23 | 79 | - |
| 30 Jun, 23 | 79 | -5.95% |
| 31 Mar, 23 | 84 | -20.75% |
| 31 Dec, 22 | 106 | 32.50% |
| 30 Sep, 22 | 80 | -5.88% |
| 30 Jun, 22 | 85 | 8.97% |
| 31 Mar, 22 | 78 | -20.41% |
| 31 Dec, 21 | 98 | -3.92% |
| 30 Sep, 21 | 102 | 41.67% |
| 30 Jun, 21 | 72 | 12.50% |
| 31 Mar, 21 | 64 | -4.48% |
| 31 Dec, 20 | 67 | 26.42% |
| 30 Sep, 20 | 53 | -22.06% |
| 30 Jun, 20 | 68 | 21.43% |
| 31 Mar, 20 | 56 | -23.29% |
| 31 Dec, 19 | 73 | 32.73% |
| 30 Sep, 19 | 55 | -27.63% |
| 30 Jun, 19 | 76 | 4.11% |
| 31 Mar, 19 | 73 | 1.39% |
| 31 Dec, 18 | 72 | 30.91% |
| 30 Sep, 18 | 55 | -1.79% |
| 30 Jun, 18 | 56 | 14.29% |
| 31 Mar, 18 | 49 | -22.22% |
| 31 Dec, 17 | 63 | 36.96% |
| 30 Sep, 17 | 46 | -19.30% |
| 30 Jun, 17 | 57 | 32.56% |
| 31 Mar, 17 | 43 | 2.38% |
| 31 Dec, 16 | 42 | -17.65% |
| 30 Sep, 16 | 51 | -16.39% |
| 30 Jun, 16 | 61 | -3.17% |
| 31 Mar, 16 | 63 | 57.50% |
| 31 Dec, 15 | 40 | -13.04% |
| 30 Sep, 15 | 46 | 6.98% |
| 30 Jun, 15 | 43 | 4.88% |
| 31 Mar, 15 | 41 | - |
| 31 Dec, 14 | 41 | 28.13% |
| 30 Sep, 14 | 32 | -23.81% |
| 30 Jun, 14 | 42 | 10.53% |
| 31 Mar, 14 | 38 | -15.56% |
| 31 Dec, 13 | 45 | 9.76% |
| 30 Sep, 13 | 41 | -32.79% |
| 30 Jun, 13 | 61 | 369.23% |
| 31 Mar, 13 | 13 | -13.33% |
| 31 Dec, 12 | 15 | -25.00% |
| 30 Sep, 12 | 20 | 5.26% |
| 30 Jun, 12 | 19 | 35.71% |
| 31 Mar, 12 | 14 | -12.50% |
| 31 Dec, 11 | 16 | - |
| 30 Sep, 11 | 16 | 14.29% |
| 30 Jun, 11 | 14 | - |
| 31 Mar, 11 | 14 | 16.67% |
| 31 Dec, 10 | 12 | -7.69% |
| 30 Sep, 10 | 13 | -7.14% |
| 30 Jun, 10 | 14 | 7.69% |
| 31 Mar, 10 | 13 | 44.44% |
| 31 Dec, 09 | 9 | 125.00% |
| 30 Sep, 09 | 4 | -71.43% |
| 30 Jun, 09 | 14 | 7.69% |
| 31 Mar, 09 | 13 | 62.50% |
| 31 Dec, 08 | 8 | -27.27% |
| 30 Sep, 08 | 11 | -15.38% |
| 30 Jun, 08 | 13 | 30.00% |
| 31 Mar, 08 | 10 | 66.67% |
| 31 Dec, 07 | 6 | 20.00% |
| 30 Sep, 07 | 5 | -16.67% |
| 30 Jun, 07 | 6 | 50.00% |
| 31 Mar, 07 | 4 | -20.00% |
| 31 Dec, 06 | 5 | 25.00% |
| 30 Sep, 06 | 4 | -33.33% |
| 30 Jun, 06 | 6 | 50.00% |
| 31 Mar, 06 | 4 | 100.00% |
| 31 Dec, 05 | 2 | -33.33% |
| 30 Sep, 05 | 3 | -50.00% |
| 30 Jun, 05 | 6 | - |
| 31 Mar, 05 | 6 | 50.00% |
| 31 Dec, 04 | 4 | 100.00% |
| 30 Sep, 04 | 2 | -50.00% |
| 30 Jun, 04 | 4 | -33.33% |
| 31 Mar, 04 | 6 | -14.29% |
| 31 Dec, 03 | 7 | 133.33% |
| 30 Sep, 03 | 3 | 50.00% |
| 30 Jun, 03 | 2 | - |
| 31 Mar, 03 | 2 | -50.00% |
| 31 Dec, 02 | 4 | - |
| 30 Sep, 02 | 4 | 33.33% |
| 30 Jun, 02 | 3 | - |
| 31 Mar, 02 | 3 | - |
| 31 Dec, 01 | 3 | - |
| 30 Sep, 01 | 3 | -25.00% |
| 30 Jun, 01 | 4 | - |
| 31 Mar, 01 | - | -100.00% |
| 31 Dec, 00 | 1 | - |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | 50.00% |
| 31 Mar, 99 | 2 | - |
88 institutional shareholders have increased their position in MSEX stock as of 30 Jun 24 compared to 109 in the previous quarter (a -19.27% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 67 | 63.41% |
| 31 Mar, 24 | 41 | -31.67% |
| 31 Dec, 23 | 60 | -4.76% |
| 30 Sep, 23 | 63 | 1.61% |
| 30 Jun, 23 | 62 | -16.22% |
| 31 Mar, 23 | 74 | 57.45% |
| 31 Dec, 22 | 47 | -21.67% |
| 30 Sep, 22 | 60 | -13.04% |
| 30 Jun, 22 | 69 | -2.82% |
| 31 Mar, 22 | 71 | 7.58% |
| 31 Dec, 21 | 66 | 40.43% |
| 30 Sep, 21 | 47 | - |
| 30 Jun, 21 | 47 | -16.07% |
| 31 Mar, 21 | 56 | 33.33% |
| 31 Dec, 20 | 42 | -25.00% |
| 30 Sep, 20 | 56 | 21.74% |
| 30 Jun, 20 | 46 | -8.00% |
| 31 Mar, 20 | 50 | 8.70% |
| 31 Dec, 19 | 46 | -9.80% |
| 30 Sep, 19 | 51 | 15.91% |
| 30 Jun, 19 | 44 | -8.33% |
| 31 Mar, 19 | 48 | 2.13% |
| 31 Dec, 18 | 47 | 17.50% |
| 30 Sep, 18 | 40 | 2.56% |
| 30 Jun, 18 | 39 | -7.14% |
| 31 Mar, 18 | 42 | 44.83% |
| 31 Dec, 17 | 29 | -17.14% |
| 30 Sep, 17 | 35 | 16.67% |
| 30 Jun, 17 | 30 | -21.05% |
| 31 Mar, 17 | 38 | -25.49% |
| 31 Dec, 16 | 51 | 30.77% |
| 30 Sep, 16 | 39 | -13.33% |
| 30 Jun, 16 | 45 | 25.00% |
| 31 Mar, 16 | 36 | -12.20% |
| 31 Dec, 15 | 41 | 20.59% |
| 30 Sep, 15 | 34 | 6.25% |
| 30 Jun, 15 | 32 | 3.23% |
| 31 Mar, 15 | 31 | 3.33% |
| 31 Dec, 14 | 30 | -9.09% |
| 30 Sep, 14 | 33 | 26.92% |
| 30 Jun, 14 | 26 | -7.14% |
| 31 Mar, 14 | 28 | 16.67% |
| 31 Dec, 13 | 24 | -4.00% |
| 30 Sep, 13 | 25 | 150.00% |
| 30 Jun, 13 | 10 | -9.09% |
| 31 Mar, 13 | 11 | -8.33% |
| 31 Dec, 12 | 12 | 100.00% |
| 30 Sep, 12 | 6 | -33.33% |
| 30 Jun, 12 | 9 | -10.00% |
| 31 Mar, 12 | 10 | 25.00% |
| 31 Dec, 11 | 8 | 14.29% |
| 30 Sep, 11 | 7 | -12.50% |
| 30 Jun, 11 | 8 | 60.00% |
| 31 Mar, 11 | 5 | -28.57% |
| 31 Dec, 10 | 7 | 75.00% |
| 30 Sep, 10 | 4 | -33.33% |
| 30 Jun, 10 | 6 | 50.00% |
| 31 Mar, 10 | 4 | 100.00% |
| 31 Dec, 09 | 2 | -60.00% |
| 30 Sep, 09 | 5 | 25.00% |
| 30 Jun, 09 | 4 | 33.33% |
| 31 Mar, 09 | 3 | -50.00% |
| 31 Dec, 08 | 6 | 50.00% |
| 30 Sep, 08 | 4 | 33.33% |
| 30 Jun, 08 | 3 | - |
| 31 Mar, 08 | - | -100.00% |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | -75.00% |
| 31 Mar, 07 | 4 | 33.33% |
| 31 Dec, 06 | 3 | - |
| 30 Sep, 06 | 3 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 4 | 100.00% |
| 31 Dec, 05 | 2 | - |
| 30 Sep, 05 | 2 | -50.00% |
| 30 Jun, 05 | 4 | -20.00% |
| 31 Mar, 05 | 5 | 400.00% |
| 31 Dec, 04 | 1 | -75.00% |
| 30 Sep, 04 | 4 | 300.00% |
| 30 Jun, 04 | 1 | -66.67% |
| 31 Mar, 04 | 3 | - |
| 31 Dec, 03 | - | -100.00% |
| 30 Sep, 03 | 1 | -50.00% |
| 30 Jun, 03 | 2 | 100.00% |
| 31 Mar, 03 | 1 | - |
| 31 Dec, 02 | - | -100.00% |
| 30 Sep, 02 | 1 | -50.00% |
| 30 Jun, 02 | 2 | - |
| 31 Mar, 02 | - | - |
| 31 Dec, 01 | - | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 1 | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | - |
| 30 Jun, 00 | - | -100.00% |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | 1 | - |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
67 institutional shareholders have reduced their position in MSEX stock as of 30 Jun 24 compared to 41 in the previous quarter (a 63.41% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 193 | 1.58% | 12,740,190 | 0.44% | 71.50% | 1.41% | 88 | -19.27% | 67 | 63.41% |
| 31 Mar, 24 | 190 | -1.04% | 12,684,062 | -0.72% | 71.18% | 1.39% | 109 | 17.20% | 41 | -31.67% |
| 31 Dec, 23 | 192 | 3.23% | 12,775,668 | 2.33% | 71.69% | 1.45% | 93 | 17.72% | 60 | -4.76% |
| 30 Sep, 23 | 186 | - | 12,484,736 | -0.17% | 70.30% | 1.41% | 79 | - | 63 | 1.61% |
| 30 Jun, 23 | 186 | -7.46% | 12,505,983 | 6.29% | 70.60% | 1.59% | 79 | -5.95% | 62 | -16.22% |
| 31 Mar, 23 | 201 | -1.47% | 11,765,869 | -5.20% | 66.65% | 1.34% | 84 | -20.75% | 74 | 57.45% |
| 31 Dec, 22 | 204 | 5.15% | 12,410,964 | 3.63% | 70.53% | 1.53% | 106 | 32.50% | 47 | -21.67% |
| 30 Sep, 22 | 194 | -3.96% | 11,976,715 | 1.32% | 67.94% | 1.50% | 80 | -5.88% | 60 | -13.04% |
| 30 Jun, 22 | 202 | 3.06% | 11,820,742 | -5.93% | 67.23% | 1.31% | 85 | 8.97% | 69 | -2.82% |
| 31 Mar, 22 | 196 | -5.31% | 12,565,474 | 3.83% | 71.65% | 1.44% | 78 | -20.41% | 71 | 7.58% |
| 31 Dec, 21 | 207 | 8.95% | 12,101,767 | -2.71% | 70.53% | 1.39% | 98 | -3.92% | 66 | 40.43% |
| 30 Sep, 21 | 190 | 18.75% | 12,439,417 | 15.85% | 71.12% | 1.89% | 102 | 41.67% | 47 | - |
| 30 Jun, 21 | 160 | 0.63% | 10,737,342 | 0.25% | 61.40% | 1.63% | 72 | 12.50% | 47 | -16.07% |
| 31 Mar, 21 | 159 | 3.25% | 10,710,085 | 0.22% | 61.28% | 1.64% | 64 | -4.48% | 56 | 33.33% |
| 31 Dec, 20 | 154 | -0.65% | 10,686,405 | 1.96% | 61.21% | 1.70% | 67 | 26.42% | 42 | -25.00% |
| 30 Sep, 20 | 155 | 0.65% | 10,480,777 | -0.07% | 60.01% | 1.66% | 53 | -22.06% | 56 | 21.74% |
| 30 Jun, 20 | 154 | 4.05% | 10,487,617 | 0.78% | 60.06% | 1.69% | 68 | 21.43% | 46 | -8.00% |
| 31 Mar, 20 | 148 | -5.73% | 10,406,498 | -1.05% | 59.68% | 1.50% | 56 | -23.29% | 50 | 8.70% |
| 31 Dec, 19 | 157 | 2.61% | 10,516,642 | 6.84% | 63.03% | 1.79% | 73 | 32.73% | 46 | -9.80% |
| 30 Sep, 19 | 153 | -4.97% | 9,843,741 | 5.14% | 59.26% | 1.84% | 55 | -27.63% | 51 | 15.91% |
| 30 Jun, 19 | 161 | 0.63% | 9,362,421 | 2.12% | 56.68% | 1.82% | 76 | 4.11% | 44 | -8.33% |
| 31 Mar, 19 | 160 | -1.84% | 9,167,913 | 1.72% | 55.81% | 1.84% | 73 | 1.39% | 48 | 2.13% |
| 31 Dec, 18 | 163 | 19.85% | 9,012,916 | -1.18% | 55.01% | 1.78% | 72 | 30.91% | 47 | 17.50% |
| 30 Sep, 18 | 136 | 2.26% | 9,120,118 | 2.63% | 55.63% | 1.89% | 55 | -1.79% | 40 | 2.56% |
| 30 Jun, 18 | 133 | 3.91% | 8,886,480 | 4.63% | 54.23% | 2.01% | 56 | 14.29% | 39 | -7.14% |
| 31 Mar, 18 | 128 | -3.76% | 8,492,850 | 2.12% | 51.93% | 2.00% | 49 | -22.22% | 42 | 44.83% |
| 31 Dec, 17 | 133 | 6.40% | 8,316,456 | 1.18% | 50.93% | 2.01% | 63 | 36.96% | 29 | -17.14% |
| 30 Sep, 17 | 125 | 2.46% | 8,219,737 | 0.23% | 50.30% | 2.00% | 46 | -19.30% | 35 | 16.67% |
| 30 Jun, 17 | 122 | -1.61% | 8,200,857 | 2.51% | 50.21% | 2.08% | 57 | 32.56% | 30 | -21.05% |
| 31 Mar, 17 | 124 | -6.77% | 8,000,151 | 2.71% | 49.08% | 2.14% | 43 | 2.38% | 38 | -25.49% |
| 31 Dec, 16 | 133 | 0.76% | 7,788,743 | 4.19% | 47.87% | 2.27% | 42 | -17.65% | 51 | 30.77% |
| 30 Sep, 16 | 132 | -6.38% | 7,475,699 | 4.95% | 45.91% | 2.40% | 51 | -16.39% | 39 | -13.33% |
| 30 Jun, 16 | 141 | 7.63% | 7,123,353 | 5.00% | 43.78% | 2.51% | 61 | -3.17% | 45 | 25.00% |
| 31 Mar, 16 | 131 | 13.91% | 6,784,426 | 2.94% | 41.79% | 2.52% | 63 | 57.50% | 36 | -12.20% |
| 31 Dec, 15 | 115 | 1.77% | 6,590,957 | -0.35% | 40.75% | 2.44% | 40 | -13.04% | 41 | 20.59% |
| 30 Sep, 15 | 113 | 7.62% | 6,614,322 | 1.96% | 40.82% | 2.53% | 46 | 6.98% | 34 | 6.25% |
| 30 Jun, 15 | 105 | 3.96% | 6,487,117 | 0.97% | 40.17% | 2.53% | 43 | 4.88% | 32 | 3.23% |
| 31 Mar, 15 | 101 | 3.06% | 6,424,841 | 0.82% | 39.83% | 2.53% | 41 | - | 31 | 3.33% |
| 31 Dec, 14 | 98 | 4.26% | 6,372,532 | 0.52% | 39.70% | 2.56% | 41 | 28.13% | 30 | -9.09% |
| 30 Sep, 14 | 94 | 2.17% | 6,339,371 | -1.92% | 39.38% | 2.42% | 32 | -23.81% | 33 | 26.92% |
| 30 Jun, 14 | 92 | 3.37% | 6,463,397 | 0.28% | 40.35% | 2.48% | 42 | 10.53% | 26 | -7.14% |
| 31 Mar, 14 | 89 | 1.14% | 6,445,489 | 2.71% | 40.35% | 2.61% | 38 | -15.56% | 28 | 16.67% |
| 31 Dec, 13 | 88 | 7.32% | 6,275,228 | -2.11% | 39.33% | 2.41% | 45 | 9.76% | 24 | -4.00% |
| 30 Sep, 13 | 82 | 5.13% | 6,410,347 | 2.55% | 40.36% | 2.59% | 41 | -32.79% | 25 | 150.00% |
| 30 Jun, 13 | 78 | 160.00% | 6,251,204 | 269.12% | 39.49% | 34.40% | 61 | 369.23% | 10 | -9.09% |
| 31 Mar, 13 | 30 | -3.23% | 1,693,549 | -27.53% | 10.71% | 4.86% | 13 | -13.33% | 11 | -8.33% |
| 31 Dec, 12 | 31 | - | 2,336,834 | 6.73% | 14.85% | 7.68% | 15 | -25.00% | 12 | 100.00% |
| 30 Sep, 12 | 31 | -8.82% | 2,189,419 | -22.73% | 13.91% | 4.28% | 20 | 5.26% | 6 | -33.33% |
| 30 Jun, 12 | 34 | 9.68% | 2,833,352 | 7.74% | 18.03% | 6.42% | 19 | 35.71% | 9 | -10.00% |
| 31 Mar, 12 | 31 | 10.71% | 2,629,703 | -1.81% | 16.76% | 5.73% | 14 | -12.50% | 10 | 25.00% |
| 31 Dec, 11 | 28 | 3.70% | 2,678,231 | 1.80% | 17.10% | 6.03% | 16 | - | 8 | 14.29% |
| 30 Sep, 11 | 27 | - | 2,630,852 | -19.09% | 16.84% | 3.88% | 16 | 14.29% | 7 | -12.50% |
| 30 Jun, 11 | 27 | 3.85% | 3,251,604 | -6.64% | 20.85% | 4.17% | 14 | - | 8 | 60.00% |
| 31 Mar, 11 | 26 | 23.81% | 3,482,795 | 73.01% | 22.36% | 11.85% | 14 | 16.67% | 5 | -28.57% |
| 31 Dec, 10 | 21 | -8.70% | 2,013,103 | 1.47% | 13.74% | 8.41% | 12 | -7.69% | 7 | 75.00% |
| 30 Sep, 10 | 23 | 4.55% | 1,983,887 | 22.29% | 12.78% | 9.48% | 13 | -7.14% | 4 | -33.33% |
| 30 Jun, 10 | 22 | 10.00% | 1,622,319 | 9.13% | 11.61% | 9.63% | 14 | 7.69% | 6 | 50.00% |
| 31 Mar, 10 | 20 | 33.33% | 1,486,542 | -21.95% | 10.98% | 5.53% | 13 | 44.44% | 4 | 100.00% |
| 31 Dec, 09 | 15 | 15.38% | 1,904,715 | 88.69% | 14.10% | 25.06% | 9 | 125.00% | 2 | -60.00% |
| 30 Sep, 09 | 13 | -31.58% | 1,009,423 | -5.95% | 7.50% | 11.75% | 4 | -71.43% | 5 | 25.00% |
| 30 Jun, 09 | 19 | 11.76% | 1,073,238 | 3.80% | 7.99% | 13.44% | 14 | 7.69% | 4 | 33.33% |
| 31 Mar, 09 | 17 | 6.25% | 1,033,972 | -51.08% | 7.71% | 3.10% | 13 | 62.50% | 3 | -50.00% |
| 31 Dec, 08 | 16 | - | 2,113,695 | 77.27% | 15.78% | 19.78% | 8 | -27.27% | 6 | 50.00% |
| 30 Sep, 08 | 16 | -5.88% | 1,192,344 | 13.10% | 8.93% | 14.15% | 11 | -15.38% | 4 | 33.33% |
| 30 Jun, 08 | 17 | 30.77% | 1,054,218 | 17.22% | 7.95% | 17.25% | 13 | 30.00% | 3 | - |
| 31 Mar, 08 | 13 | 18.18% | 899,371 | 16.07% | 6.79% | 19.81% | 10 | 66.67% | - | -100.00% |
| 31 Dec, 07 | 11 | 22.22% | 774,845 | 4.84% | 5.85% | 18.68% | 6 | 20.00% | 1 | - |
| 30 Sep, 07 | 9 | -10.00% | 739,100 | 1.87% | 5.60% | 18.50% | 5 | -16.67% | 1 | - |
| 30 Jun, 07 | 10 | - | 725,545 | 2.88% | 5.50% | 19.20% | 6 | 50.00% | 1 | -75.00% |
| 31 Mar, 07 | 10 | -9.09% | 705,255 | 126.33% | 5.35% | 77.33% | 4 | -20.00% | 4 | 33.33% |
| 31 Dec, 06 | 11 | 57.14% | 311,600 | 83.14% | 2.63% | 122.93% | 5 | 25.00% | 3 | - |
| 30 Sep, 06 | 7 | -12.50% | 170,140 | -24.56% | 1.46% | 38.78% | 4 | -33.33% | 3 | - |
| 30 Jun, 06 | 8 | -20.00% | 225,519 | 9.70% | 1.94% | 61.78% | 6 | 50.00% | - | -100.00% |
| 31 Mar, 06 | 10 | 25.00% | 205,569 | 26.80% | 1.77% | 90.01% | 4 | 100.00% | 4 | 100.00% |
| 31 Dec, 05 | 8 | -11.11% | 162,125 | 31.57% | 1.40% | 121.51% | 2 | -33.33% | 2 | - |
| 30 Sep, 05 | 9 | -18.18% | 123,228 | -2.70% | 1.07% | 86.97% | 3 | -50.00% | 2 | -50.00% |
| 30 Jun, 05 | 11 | - | 126,648 | -37.39% | 1.11% | 35.10% | 6 | - | 4 | -20.00% |
| 31 Mar, 05 | 11 | 22.22% | 202,291 | -0.62% | 1.78% | 52.73% | 6 | 50.00% | 5 | 400.00% |
| 31 Dec, 04 | 9 | 12.50% | 203,549 | 12.72% | 1.84% | 72.15% | 4 | 100.00% | 1 | -75.00% |
| 30 Sep, 04 | 8 | - | 180,574 | -15.20% | 1.60% | 43.10% | 2 | -50.00% | 4 | 300.00% |
| 30 Jun, 04 | 8 | -20.00% | 212,951 | 2.69% | 1.92% | 50.07% | 4 | -33.33% | 1 | -66.67% |
| 31 Mar, 04 | 10 | 42.86% | 207,379 | 56.21% | 1.96% | 123.95% | 6 | -14.29% | 3 | - |
| 31 Dec, 03 | 7 | 16.67% | 132,754 | 23.18% | 1.26% | 119.49% | 7 | 133.33% | - | -100.00% |
| 30 Sep, 03 | 6 | - | 107,774 | 117.57% | 1.03% | 457.37% | 3 | 50.00% | 1 | -50.00% |
| 30 Jun, 03 | 6 | - | 49,536 | -56.39% | 0.47% | 39.55% | 2 | - | 2 | 100.00% |
| 31 Mar, 03 | 6 | - | 113,577 | -0.40% | 1.09% | 90.10% | 2 | -50.00% | 1 | - |
| 31 Dec, 02 | 6 | - | 114,031 | 12.37% | 1.10% | 113.87% | 4 | - | - | -100.00% |
| 30 Sep, 02 | 6 | 20.00% | 101,480 | 19.58% | 0.98% | 144.08% | 4 | 33.33% | 1 | -50.00% |
| 30 Jun, 02 | 5 | 25.00% | 84,865 | -0.20% | 0.83% | 118.57% | 3 | - | 2 | - |
| 31 Mar, 02 | 4 | 33.33% | 85,039 | 42.22% | 0.83% | 241.04% | 3 | - | - | - |
| 31 Dec, 01 | 3 | -25.00% | 59,796 | 27.29% | 0.59% | 273.94% | 3 | - | - | - |
| 30 Sep, 01 | 4 | -20.00% | 46,975 | -40.52% | 0.46% | 76.17% | 3 | -25.00% | - | -100.00% |
| 30 Jun, 01 | 5 | 400.00% | 78,979 | 577.93% | 0.78% | 5868.43% | 4 | - | 1 | - |
| 31 Mar, 01 | 1 | - | 11,650 | - | 0.12% | 856.90% | - | -100.00% | - | - |
| 31 Dec, 00 | 1 | - | 11,650 | - | 0.12% | - | 1 | - | - | - |
| 30 Jun, 00 | 1 | - | 19,050 | 1.60% | 0.19% | 541.43% | 1 | - | - | -100.00% |
| 31 Mar, 00 | 1 | -50.00% | 18,750 | -37.90% | 0.19% | 199.51% | - | -100.00% | 1 | - |
| 31 Dec, 99 | 2 | - | 30,194 | -53.68% | 0.31% | 69.44% | 1 | - | 1 | - |
| 30 Sep, 99 | 2 | -50.00% | 65,187 | -47.70% | 0.66% | 41.06% | 1 | -66.67% | 1 | - |
| 30 Jun, 99 | 4 | 100.00% | 124,637 | 47.30% | 1.27% | 165.45% | 3 | 50.00% | 1 | - |
| 31 Mar, 99 | 2 | - | 84,614 | - | 0.88% | - | 2 | - | - | - |
Middlesex Water Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Middlesex Water's stock was made by Zerhouni Mohammed G. on Jun 26 2024, selling 687 shares at $53.48 per share (valued at $36.74K).
Middlesex Water Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 25 | 12 | 208.33% |
| Q1 2024 | 4 | 6 | 66.67% |
| Q4 2023 | - | 4 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | 23 | 7 | 328.57% |
| Q4 2022 | - | 9 | - |
| Q2 2022 | 23 | 7 | 328.57% |
| Q1 2022 | - | 4 | - |
| Q4 2021 | 3 | 2 | 150.00% |
| Q3 2021 | - | 14 | - |
| Q2 2021 | 24 | 12 | 200.00% |
| Q1 2021 | - | 2 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | 15 | 5 | 300.00% |
| Q1 2020 | - | 8 | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 5 | 16 | 31.25% |
| Q2 2019 | 13 | 5 | 260.00% |
| Q1 2019 | - | 5 | - |
| Q4 2018 | 7 | 17 | 41.18% |
25 total buy trades, and 12 total sell trades (buy/sell ratio of 2.08%) were made by Middlesex Water's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | - | 4 | - |
| Q2 2023 | - | 2 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 8 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | 4 | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 14 | - |
| Q2 2021 | - | 5 | - |
| Q1 2021 | - | 2 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | - | 5 | - |
| Q1 2020 | - | 8 | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 2 | - |
| Q2 2019 | - | 5 | - |
| Q1 2019 | - | 5 | - |
| Q4 2018 | - | 10 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Middlesex Water's stocks.
Middlesex Water Peer Ownership
MSEX Ownership FAQ
Who Owns Middlesex Water?
Middlesex Water is owned by institutional shareholders (71.50%), insiders (1.66%), and public (26.84%). The largest institutional shareholder of Middlesex Water is BLACKROCK INC. (18.86% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.27% of total shares).
Who are the major institutional shareholders of Middlesex Water?
Middlesex Water's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., STATE STREET CORP, and MORGAN STANLEY. The top five shareholders own together 41.02% of the company's share outstanding.
How many Middlesex Water shareholders are there?
As of Jun 2024, there are 193 institutional shareholders of Middlesex Water.
What percentage of Middlesex Water is owned by BLACKROCK INC?
BLACKROCK INC owns 3.36M shares of Middlesex Water, representing 18.86% of the company's total shares outstanding, valued at $175.64M (as of Jun 2024).
What percentage of Middlesex Water is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 1.39M shares of Middlesex Water (MSEX), compromising 7.79% of the company, valued at $72.54M.
What percentage of Middlesex Water is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
T. ROWE PRICE INVESTMENT MANAGEMENT, INC is the third largest holder of Middlesex Water. The company owns 1.26M of the company's shares outstanding (worth $65.83M).