New Jersey Resources Ownership 2024 | Who Owns New Jersey Resources Now?
Institutional Ownership
72.22%
Insider Ownership
0.41%
Retail Ownership
27.36%
Institutional Holders
323.00
New Jersey Resources Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 16.86% | 0.02% | 16,590,521 | -154,043 | -0.92% | 709,078,853 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.97% | 0.01% | 11,774,609 | 40,383 | 0.34% | 503,246,789 | Jun 30, 2024 |
STATE STREET CORP | 5.13% | 0.01% | 5,049,443 | -403,195 | -7.39% | 217,884,032,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.01% | 0.03% | 2,956,772 | 154,441 | 5.51% | 126,372,013 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 2.63% | 0.03% | 2,588,248 | -22,317 | -0.85% | 110,621,703 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.01% | 2,331,599 | 144,181 | 6.59% | 99,671,936 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.33% | 0.06% | 1,306,701 | -170,565 | -11.55% | 55,848,402 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.31% | 0.01% | 1,284,245 | 40,094 | 3.22% | 54,888,634 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.21% | 0.01% | 1,194,043 | 52,018 | 4.55% | 51,033,398 | Jun 30, 2024 |
NORGES BANK | 1.20% | 0.01% | 1,178,403 | 1,178,403 | 100.00% | 50,364,944 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.17% | 0.01% | 1,146,429 | 45,009 | 4.09% | 48,998,375,000 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.11% | 0.04% | 1,096,351 | 393,128 | 55.90% | 46,851,949 | Jun 30, 2024 |
MORGAN STANLEY | 0.99% | 0.00% | 976,254 | -107,408 | -9.91% | 41,725,145 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 0.90% | 0.10% | 886,129 | -31,074 | -3.39% | 37,873,155 | Jun 30, 2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.89% | 0.48% | 875,590 | - | - | 37,422,717 | Jun 30, 2024 |
FMR LLC | 0.89% | 0.00% | 872,108 | 141,656 | 19.39% | 37,273,884 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.84% | 0.01% | 830,650 | -14,968 | -1.77% | 35,501,981 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.74% | 0.01% | 729,694 | 113,861 | 18.49% | 31,187,125 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.63% | 0.04% | 618,379 | 176,396 | 39.91% | 26,429,507 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.53% | 0.00% | 522,457 | -11,874 | -2.22% | 22,329,812 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
COX CAPITAL MGT LLC | 0.07% | 1.86% | 71,879 | -3,768 | -4.98% | 3,072,110 | Jun 30, 2024 |
AVENTAIL CAPITAL GROUP, LP | 0.35% | 1.03% | 346,312 | 346,312 | 100.00% | 14,801,375 | Jun 30, 2024 |
MATTERN CAPITAL MANAGEMENT, LLC | 0.18% | 1.02% | 172,716 | -619 | -0.36% | 7,381,882 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.13% | 0.85% | 129,828 | -1,585 | -1.21% | 5,548,849 | Jun 30, 2024 |
CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.20% | 0.73% | 197,830 | -3,359 | -1.67% | 8,455,254 | Jun 30, 2024 |
ICON ADVISERS INC/CO | 0.08% | 0.71% | 73,919 | -7,466 | -9.17% | 3,143,036 | Jun 30, 2024 |
HARTFORD FINANCIAL MANAGEMENT INC. | 0.08% | 0.70% | 76,500 | - | - | 3,269,610 | Jun 30, 2024 |
BRAGG FINANCIAL ADVISORS, INC | 0.35% | 0.66% | 346,314 | 217 | 0.06% | 14,801,461 | Jun 30, 2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.89% | 0.48% | 875,590 | - | - | 37,422,717 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 0.47% | 0.43% | 457,472 | -80,164 | -14.91% | 19,552,353 | Jun 30, 2024 |
SHORE POINT ADVISORS, LLC | 0.02% | 0.39% | 16,050 | 9,170 | 133.28% | 686,006 | Jun 30, 2024 |
SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 0.01% | 0.36% | 11,010 | - | - | 470,555 | Jun 30, 2024 |
ICW INVESTMENT ADVISORS LLC | 0.02% | 0.33% | 16,845 | -498 | -2.87% | 719,949 | Jun 30, 2024 |
JACKSON CREEK INVESTMENT ADVISORS LLC | 0.02% | 0.33% | 20,895 | -36 | -0.17% | 893,000 | Jun 30, 2024 |
C2C WEALTH MANAGEMENT, LLC | 0.01% | 0.31% | 7,424 | - | - | 317,302 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.41% | 0.31% | 404,336 | -73,587 | -15.40% | 17,281,321 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.19% | 0.26% | 185,637 | 118,377 | 176.00% | 7,934,000 | Jun 30, 2024 |
EMPIRICAL ASSET MANAGEMENT, LLC | 0.02% | 0.26% | 16,269 | 6,100 | 59.99% | 695,326 | Jun 30, 2024 |
OXFORD ASSET MANAGEMENT LLP | 0.01% | 0.25% | 4,965 | 4,965 | 100.00% | 212,204 | Jun 30, 2024 |
FARMERS & MERCHANTS TRUST CO OF LONG BEACH | 0.02% | 0.25% | 22,301 | - | - | 953,144 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.20% | 0.01% | 1,178,403 | 1,178,403 | 100.00% | 50,364,944 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.11% | 0.04% | 1,096,351 | 393,128 | 55.90% | 46,851,949 | Jun 30, 2024 |
AVENTAIL CAPITAL GROUP, LP | 0.35% | 1.03% | 346,312 | 346,312 | 100.00% | 14,801,375 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.39% | 0.02% | 387,950 | 255,503 | 192.91% | 16,580,983 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.18% | 0.04% | 177,099 | 177,099 | 100.00% | 7,569,211 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.63% | 0.04% | 618,379 | 176,396 | 39.91% | 26,429,507 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 3.01% | 0.03% | 2,956,772 | 154,441 | 5.51% | 126,372,013 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.01% | 2,331,599 | 144,181 | 6.59% | 99,671,936 | Jun 30, 2024 |
FMR LLC | 0.89% | 0.00% | 872,108 | 141,656 | 19.39% | 37,273,884 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.19% | 0.26% | 185,637 | 118,377 | 176.00% | 7,934,000 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.74% | 0.01% | 729,694 | 113,861 | 18.49% | 31,187,125 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.28% | 0.00% | 274,052 | 92,964 | 51.34% | 11,712,982 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.40% | 0.11% | 390,735 | 85,205 | 27.89% | 16,700,000 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.25% | 0.02% | 242,548 | 56,388 | 30.29% | 10,366,501 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.21% | 0.01% | 1,194,043 | 52,018 | 4.55% | 51,033,398 | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.05% | 0.00% | 51,100 | 51,100 | 100.00% | 2,172,772 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.01% | 48,810 | 48,810 | 100.00% | 2,086,139 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.17% | 0.01% | 1,146,429 | 45,009 | 4.09% | 48,998,375,000 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.13% | 0.02% | 123,397 | 42,508 | 52.55% | 5,273,988 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.97% | 0.01% | 11,774,609 | 40,383 | 0.34% | 503,246,789 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STATE STREET CORP | 5.13% | 0.01% | 5,049,443 | -403,195 | -7.39% | 217,884,032,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.08% | 0.00% | 79,104 | -285,221 | -78.29% | 3,381,000 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -177,258 | -100.00% | - | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.33% | 0.06% | 1,306,701 | -170,565 | -11.55% | 55,848,402 | Jun 30, 2024 |
BLACKROCK INC. | 16.86% | 0.02% | 16,590,521 | -154,043 | -0.92% | 709,078,853 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.42% | 0.01% | 414,669 | -130,753 | -23.97% | 17,722,953 | Jun 30, 2024 |
MORGAN STANLEY | 0.99% | 0.00% | 976,254 | -107,408 | -9.91% | 41,725,145 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 9,917 | -84,721 | -89.52% | 423,860 | Jun 30, 2024 |
ENERGY INCOME PARTNERS, LLC | 0.47% | 0.43% | 457,472 | -80,164 | -14.91% | 19,552,353 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.04% | 0.00% | 39,671 | -79,322 | -66.66% | 1,701,745 | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | 0.01% | 0.00% | 14,198 | -75,433 | -84.16% | 607,000 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.41% | 0.31% | 404,336 | -73,587 | -15.40% | 17,281,321 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -69,694 | -100.00% | - | Jun 30, 2024 |
PRUDENTIAL PLC | 0.01% | 0.00% | 10,390 | -67,925 | -86.73% | 444,069 | Jun 30, 2024 |
UBS GROUP AG | 0.11% | 0.00% | 110,080 | -51,790 | -31.99% | 4,704,819 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -49,232 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -44,006 | -100.00% | - | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.34% | 0.01% | 331,365 | -42,722 | -11.42% | 14,162,540,000 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -38,099 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.04% | 0.00% | 37,305 | -37,119 | -49.88% | 1,594,416 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.20% | 0.01% | 1,178,403 | 1,178,403 | 100.00% | 50,364,944 | Jun 30, 2024 |
AVENTAIL CAPITAL GROUP, LP | 0.35% | 1.03% | 346,312 | 346,312 | 100.00% | 14,801,375 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.18% | 0.04% | 177,099 | 177,099 | 100.00% | 7,569,211 | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.05% | 0.00% | 51,100 | 51,100 | 100.00% | 2,172,772 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.01% | 48,810 | 48,810 | 100.00% | 2,086,139 | Jun 30, 2024 |
SUMMIT GLOBAL INVESTMENTS | 0.03% | 0.09% | 31,250 | 31,250 | 100.00% | 1,336,000 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.02% | 0.05% | 23,044 | 23,044 | 100.00% | 984,901 | Jun 30, 2024 |
LIDO ADVISORS, LLC | 0.02% | 0.00% | 18,568 | 18,568 | 100.00% | 801,388 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.02% | 0.24% | 18,090 | 18,090 | 100.00% | 773,061 | Jun 30, 2024 |
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.02% | 0.06% | 15,532 | 15,532 | 100.00% | 663,838 | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | 0.02% | 0.07% | 14,938 | 14,938 | 100.00% | 638,450 | Jun 30, 2024 |
INCEPTIONR LLC | 0.01% | 0.16% | 12,995 | 12,995 | 100.00% | 555,406 | Jun 30, 2024 |
BLAIR WILLIAM & CO/IL | 0.01% | 0.00% | 11,204 | 11,204 | 100.00% | 478,859 | Jun 30, 2024 |
UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.01% | 0.00% | 9,586 | 9,586 | 100.00% | 409,706 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 8,979 | 8,979 | 100.00% | 383,762 | Jun 30, 2024 |
CHOREO, LLC | 0.01% | 0.01% | 8,970 | 8,970 | 100.00% | 381,450 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.01% | 0.22% | 8,479 | 8,479 | 100.00% | 362,392 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.01% | 0.00% | 6,463 | 6,463 | 100.00% | 276,229 | Jun 30, 2024 |
OXFORD ASSET MANAGEMENT LLP | 0.01% | 0.25% | 4,965 | 4,965 | 100.00% | 212,204 | Jun 30, 2024 |
NCM CAPITAL MANAGEMENT, LLC | 0.01% | 0.11% | 4,900 | 4,900 | 100.00% | 209,426 | Jun 30, 2024 |
ZYNERGYRETIREMENTPLANNINGLLC | 0.00% | 0.14% | 4,207 | 4,207 | 100.00% | 179,802 | Jun 30, 2024 |
NVWM, LLC | 0.00% | 0.04% | 3,123 | 3,123 | 100.00% | 134,789 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 2,195 | 2,195 | 100.00% | 93,814 | Jun 30, 2024 |
HUNTINGTON NATIONAL BANK | 0.00% | 0.00% | 2,008 | 2,008 | 100.00% | 85,822 | Jun 30, 2024 |
NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.01% | 720 | 720 | 100.00% | 31,000 | Jun 30, 2024 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 0.00% | 0.00% | 500 | 500 | 100.00% | 21,370 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 483 | 483 | 100.00% | 20,580 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 406 | 406 | 100.00% | 17,352 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 194 | 194 | 100.00% | 8,292 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 166 | 166 | 100.00% | 7,095 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.00% | 108 | 108 | 100.00% | 4,616 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 11 | 11 | 100.00% | 470 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -177,258 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -69,694 | -100.00% | - | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -49,232 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -44,006 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -38,099 | -100.00% | - | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -31,338 | -100.00% | - | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -27,170 | -100.00% | - | Jun 30, 2024 |
GOTHAM ASSET MANAGEMENT, LLC | - | - | - | -26,166 | -100.00% | - | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -25,253 | -100.00% | - | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -19,934 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -15,400 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -14,876 | -100.00% | - | Jun 30, 2024 |
KEYSTONE FINANCIAL PLANNING, INC. | - | - | - | -11,677 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -11,285 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -8,544 | -100.00% | - | Jun 30, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -8,417 | -100.00% | - | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | - | - | - | -7,988 | -100.00% | - | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | - | - | - | -7,145 | -100.00% | - | Jun 30, 2024 |
MITSUBISHI UFJ TRUST & BANKING CORP | - | - | - | -7,095 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -6,787 | -100.00% | - | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | - | - | - | -5,455 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -5,290 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -5,105 | -100.00% | - | Jun 30, 2024 |
PROFUND ADVISORS LLC | - | - | - | -4,971 | -100.00% | - | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -4,803 | -100.00% | - | Jun 30, 2024 |
NVERSES CAPITAL, LLC | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -2,923 | -100.00% | - | Jun 30, 2024 |
VESTCOR INC | - | - | - | -2,029 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -502 | -100.00% | - | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
PRIVATE TRUST CO NA | - | - | - | -120 | -100.00% | - | Jun 30, 2024 |
DENALI ADVISORS LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
New Jersey Resources Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
COPLEY FUND INC /NV/ | 4.57% | 62,000 | - | - | Nov 30, 2022 |
Duff & Phelps Utility & Infrastructure Fund Inc. | 0.79% | 230,000 | - | - | Apr 29, 2022 |
BRAGG CAPITAL TRUST | 0.45% | 272,460 | - | - | May 31, 2023 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.33% | 63,011 | -321 | -0.51% | Mar 28, 2024 |
REAVES UTILITY INCOME FUND | 0.29% | 257,000 | - | - | Jan 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.26% | 19,109 | - | - | Sep 30, 2022 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.20% | 803,729 | 12,798 | 1.62% | Mar 28, 2024 |
FIRST TRUST MLP & ENERGY INCOME FUND | 0.15% | 72,960 | - | - | Jan 31, 2024 |
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | 0.14% | 35,670 | - | - | Jan 31, 2024 |
FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.14% | 55,120 | - | - | Feb 29, 2024 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.14% | 60,328 | -3,001 | -4.74% | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.14% | 1,359,358 | -121,114 | -8.18% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.13% | 66,959 | - | - | Mar 31, 2024 |
DNP SELECT INCOME FUND INC | 0.11% | 875,590 | - | - | Jan 31, 2024 |
Vanguard Montgomery Funds | 0.11% | 26,277 | - | - | Mar 31, 2024 |
FPA CAPITAL FUND INC | 0.11% | 83,976 | 83,976 | - | Dec 31, 2020 |
FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.08% | 14,800 | - | - | Feb 29, 2024 |
ANCORA TRUST | 0.07% | 15,540 | - | - | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.07% | 2,125 | -4,578 | -68.30% | Mar 31, 2024 |
HENNESSY FUNDS TRUST | 0.06% | 123,834 | -6,100 | -4.69% | Jan 31, 2024 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.06% | 37,121 | 9,730 | 35.52% | Feb 29, 2024 |
EIP INVESTMENT TRUST | 0.06% | 2,701 | -300 | -10.00% | Jan 31, 2024 |
BOSTON TRUST WALDEN FUNDS | 0.05% | 133,930 | - | - | Mar 28, 2024 |
Federated Hermes Index Trust | 0.05% | 10,786 | -4,477 | -29.33% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.05% | 28,049 | -1,374 | -4.67% | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.05% | 198,488 | -4,005 | -1.98% | Feb 29, 2024 |
OSI ETF Trust | 0.04% | 7,456 | 400 | 5.67% | Mar 31, 2022 |
Collaborative Investment Series Trust | 0.03% | 5,324 | - | - | Mar 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.03% | 727 | - | - | Dec 29, 2023 |
Calvert Responsible Index Series, Inc. | 0.03% | 49,542 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.03% | 2,626 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.03% | 170,499 | -6,627 | -3.74% | Mar 31, 2024 |
GLENMEDE FUND INC | 0.03% | 238,311 | -6,782 | -2.77% | Jan 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.03% | 256,997 | 54,388 | 26.84% | Feb 29, 2024 |
DEUTSCHE DWS VARIABLE SERIES I | 0.02% | 8,816 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 14,458 | -292 | -1.98% | Mar 31, 2024 |
Agility Multi-Asset Income Fund | 0.02% | 2,106 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 8,739,345 | -1,419,483 | -13.97% | Mar 31, 2024 |
GABELLI UTILITIES FUND | 0.02% | 14,000 | - | - | Dec 29, 2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 75,044 | 2,346 | 3.23% | Jan 31, 2024 |
SYNTAX ETF TRUST | 0.02% | 551 | 15 | 2.80% | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.02% | 37,510 | -925 | -2.41% | Mar 31, 2024 |
Nushares ETF Trust | 0.02% | 115,126 | -6,032 | -4.98% | Jan 31, 2024 |
VANGUARD EXPLORER FUND | 0.01% | 157,817 | 76,447 | 93.95% | Jan 31, 2024 |
Calvert Variable Products, Inc. | 0.01% | 31,337 | -275 | -0.87% | Mar 31, 2024 |
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.01% | 23,014 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,338 | - | - | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.01% | 556,410 | 6,306 | 1.15% | Jan 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 23,275 | - | - | Mar 31, 2024 |
Federated Hermes MDT Series | 0.01% | 24,247 | - | - | Jan 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 215,050 | -196,351 | -47.73% | Mar 31, 2024 |
FRONTIER FUNDS, INC. | 0.01% | 3,215 | - | - | Mar 31, 2024 |
MFS SERIES TRUST XIII | 0.01% | 659,985 | -18,723 | -2.76% | Feb 29, 2024 |
OBERWEIS FUNDS | 0.01% | 8,300 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 334,363 | -17,241 | -4.90% | Jan 31, 2024 |
VICTORY PORTFOLIOS | 0.01% | 249,500 | - | - | Mar 31, 2024 |
SCM Trust | 0.01% | 23,400 | -20,800 | -47.06% | Dec 31, 2023 |
Natixis Funds Trust IV | 0.01% | 2,375 | 112 | 4.95% | Jan 31, 2024 |
World Funds Trust | 0.01% | 93,249 | - | - | Jan 31, 2024 |
Managed Portfolio Series | 0.01% | 164,010 | -18,105 | -9.94% | Feb 29, 2024 |
Segall Bryant & Hamill Trust | 0.01% | 131,130 | -11,715 | -8.20% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 34,636 | 33,595 | 3227.19% | Mar 31, 2024 |
SIT MUTUAL FUNDS INC | 0.01% | 2,150 | - | - | Mar 28, 2024 |
Voya EQUITY TRUST | 0.01% | 7,536 | - | - | Feb 29, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 438,409 | -20,209 | -4.41% | Jan 31, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.00% | 27,919 | -405 | -1.43% | Jan 31, 2024 |
Bernstein Fund Inc | 0.00% | 38,230 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 859,088 | 32,601 | 3.94% | Feb 29, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 363,000 | - | - | Jan 31, 2024 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 117,828 | - | - | Mar 31, 2024 |
PROSHARES TRUST | 0.00% | 913,524 | -7,773 | -0.84% | Feb 29, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,971 | 648 | 48.98% | Sep 30, 2020 |
Fidelity Commonwealth Trust II | 0.00% | 22,426 | 14,465 | 181.70% | Aug 31, 2023 |
Forethought Variable Insurance Trust | 0.00% | 13,310 | 1,767 | 15.31% | Mar 28, 2024 |
ETFis Series Trust I | 0.00% | 4,343 | -429 | -8.99% | Jan 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,989 | -65 | -3.16% | Sep 30, 2023 |
ETF Series Solutions | 0.00% | 58,640 | 2,100 | 3.71% | Jan 31, 2024 |
IndexIQ ETF Trust | 0.00% | 6,121 | -422 | -6.45% | Jan 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 32,060 | - | - | Mar 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 37,052 | - | - | Jan 31, 2024 |
SHELTON FUNDS | 0.00% | 4,207 | -285 | -6.34% | Feb 29, 2024 |
VANGUARD WORLD FUND | 0.00% | 610,070 | 16,470 | 2.77% | Feb 29, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 43,729 | -724 | -1.63% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 28,788 | 342 | 1.20% | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 13,372 | 75 | 0.56% | Feb 29, 2024 |
STEWARD FUNDS, INC. | 0.00% | 5,204 | - | - | Jan 31, 2024 |
Victory Portfolios II | 0.00% | 112,398 | 21,315 | 23.40% | Mar 31, 2024 |
FPA FUNDS TRUST | 0.00% | 321,890 | - | - | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 61,615 | -4,729 | -7.13% | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 2,359 | 2,176 | 1189.07% | Dec 31, 2023 |
Franklin Custodian Funds | 0.00% | 1,000,000 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 1,600 | - | - | Dec 31, 2023 |
Columbia Funds Variable Series Trust II | 0.00% | 59,708 | - | - | Mar 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,896,598 | 369,081 | 24.16% | Jan 31, 2024 |
ALPS ETF Trust | 0.00% | 20,416 | 3,666 | 21.89% | Feb 29, 2024 |
Dimensional ETF Trust | 0.00% | 681,932 | 75,285 | 12.41% | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 786 | - | - | Apr 30, 2021 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 431 | - | - | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 57,087 | -505 | -0.88% | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 784,343 | 33,891 | 4.52% | Feb 29, 2024 |
New Jersey Resources Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 323 | -3.87% |
31 Mar, 24 | 336 | 4.67% |
31 Dec, 23 | 321 | -0.31% |
30 Sep, 23 | 322 | -5.57% |
30 Jun, 23 | 341 | 4.60% |
31 Mar, 23 | 326 | 2.84% |
31 Dec, 22 | 317 | 9.69% |
30 Sep, 22 | 289 | 0.35% |
30 Jun, 22 | 288 | -3.68% |
31 Mar, 22 | 299 | 6.79% |
31 Dec, 21 | 280 | 8.53% |
30 Sep, 21 | 258 | -3.73% |
30 Jun, 21 | 268 | -1.83% |
31 Mar, 21 | 273 | 0.37% |
31 Dec, 20 | 272 | 7.51% |
30 Sep, 20 | 253 | -2.32% |
30 Jun, 20 | 259 | 6.15% |
31 Mar, 20 | 244 | -14.69% |
31 Dec, 19 | 286 | 9.16% |
30 Sep, 19 | 262 | -0.76% |
30 Jun, 19 | 264 | -1.86% |
31 Mar, 19 | 269 | -2.54% |
31 Dec, 18 | 276 | 2.60% |
30 Sep, 18 | 269 | -1.47% |
30 Jun, 18 | 273 | 3.41% |
31 Mar, 18 | 264 | -3.65% |
31 Dec, 17 | 274 | 8.73% |
30 Sep, 17 | 252 | 0.80% |
30 Jun, 17 | 250 | 2.88% |
31 Mar, 17 | 243 | -3.95% |
31 Dec, 16 | 253 | 2.85% |
30 Sep, 16 | 246 | -1.99% |
30 Jun, 16 | 251 | -2.71% |
31 Mar, 16 | 258 | 7.95% |
31 Dec, 15 | 239 | 2.58% |
30 Sep, 15 | 233 | 0.43% |
30 Jun, 15 | 232 | -1.28% |
31 Mar, 15 | 235 | 1.73% |
31 Dec, 14 | 231 | 6.45% |
30 Sep, 14 | 217 | -2.25% |
30 Jun, 14 | 222 | 12.69% |
31 Mar, 14 | 197 | 14.53% |
31 Dec, 13 | 172 | -1.15% |
30 Sep, 13 | 174 | 6.75% |
30 Jun, 13 | 163 | 98.78% |
31 Mar, 13 | 82 | 20.59% |
31 Dec, 12 | 68 | - |
30 Sep, 12 | 68 | -2.86% |
30 Jun, 12 | 70 | -5.41% |
31 Mar, 12 | 74 | 17.46% |
31 Dec, 11 | 63 | 5.00% |
30 Sep, 11 | 60 | 7.14% |
30 Jun, 11 | 56 | -1.75% |
31 Mar, 11 | 57 | 21.28% |
31 Dec, 10 | 47 | 6.82% |
30 Sep, 10 | 44 | -10.20% |
30 Jun, 10 | 49 | 6.52% |
31 Mar, 10 | 46 | -8.00% |
31 Dec, 09 | 50 | 4.17% |
30 Sep, 09 | 48 | -18.64% |
30 Jun, 09 | 59 | 25.53% |
31 Mar, 09 | 47 | -17.54% |
31 Dec, 08 | 57 | 21.28% |
30 Sep, 08 | 47 | -7.84% |
30 Jun, 08 | 51 | 2.00% |
31 Mar, 08 | 50 | 6.38% |
31 Dec, 07 | 47 | 14.63% |
30 Sep, 07 | 41 | -4.65% |
30 Jun, 07 | 43 | -12.24% |
31 Mar, 07 | 49 | 2.08% |
31 Dec, 06 | 48 | 29.73% |
30 Sep, 06 | 37 | 2.78% |
30 Jun, 06 | 36 | -5.26% |
31 Mar, 06 | 38 | 31.03% |
31 Dec, 05 | 29 | 20.83% |
30 Sep, 05 | 24 | -27.27% |
30 Jun, 05 | 33 | 10.00% |
31 Mar, 05 | 30 | 7.14% |
31 Dec, 04 | 28 | 7.69% |
30 Sep, 04 | 26 | 8.33% |
30 Jun, 04 | 24 | -11.11% |
31 Mar, 04 | 27 | 22.73% |
31 Dec, 03 | 22 | 15.79% |
30 Sep, 03 | 19 | 18.75% |
30 Jun, 03 | 16 | - |
31 Mar, 03 | 16 | -15.79% |
31 Dec, 02 | 19 | -5.00% |
30 Sep, 02 | 20 | -4.76% |
30 Jun, 02 | 21 | 23.53% |
31 Mar, 02 | 17 | 21.43% |
31 Dec, 01 | 14 | -12.50% |
30 Sep, 01 | 16 | 14.29% |
30 Jun, 01 | 14 | -6.67% |
31 Mar, 01 | 15 | 25.00% |
31 Dec, 00 | 12 | - |
30 Sep, 00 | 12 | -14.29% |
30 Jun, 00 | 14 | -12.50% |
31 Mar, 00 | 16 | 14.29% |
31 Dec, 99 | 14 | 7.69% |
30 Sep, 99 | 13 | -18.75% |
30 Jun, 99 | 16 | 14.29% |
31 Mar, 99 | 14 | 1300.00% |
31 Dec, 98 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 71,049,184 | 1.10% |
31 Mar, 24 | 70,276,169 | 1.04% |
31 Dec, 23 | 69,555,705 | 0.29% |
30 Sep, 23 | 69,352,070 | -3.84% |
30 Jun, 23 | 72,118,967 | -2.14% |
31 Mar, 23 | 73,695,796 | 1.06% |
31 Dec, 22 | 72,923,669 | 1.17% |
30 Sep, 22 | 72,078,423 | 0.63% |
30 Jun, 22 | 71,624,990 | 2.61% |
31 Mar, 22 | 69,802,504 | 1.15% |
31 Dec, 21 | 69,008,661 | 3.35% |
30 Sep, 21 | 66,774,300 | -2.66% |
30 Jun, 21 | 68,599,378 | -0.44% |
31 Mar, 21 | 68,902,132 | -3.79% |
31 Dec, 20 | 71,617,940 | 2.71% |
30 Sep, 20 | 69,729,354 | 1.84% |
30 Jun, 20 | 68,469,715 | 0.75% |
31 Mar, 20 | 67,959,345 | 0.46% |
31 Dec, 19 | 67,646,926 | 9.96% |
30 Sep, 19 | 61,520,433 | 1.08% |
30 Jun, 19 | 60,862,623 | 2.10% |
31 Mar, 19 | 59,612,315 | 0.04% |
31 Dec, 18 | 59,588,225 | 1.07% |
30 Sep, 18 | 58,956,297 | -0.02% |
30 Jun, 18 | 58,967,075 | 1.46% |
31 Mar, 18 | 58,119,827 | 3.48% |
31 Dec, 17 | 56,163,499 | 1.62% |
30 Sep, 17 | 55,268,731 | -0.53% |
30 Jun, 17 | 55,561,807 | -1.59% |
31 Mar, 17 | 56,460,042 | 4.73% |
31 Dec, 16 | 53,911,327 | 3.44% |
30 Sep, 16 | 52,120,926 | -1.21% |
30 Jun, 16 | 52,759,870 | 1.91% |
31 Mar, 16 | 51,769,696 | 3.09% |
31 Dec, 15 | 50,217,402 | 0.07% |
30 Sep, 15 | 50,184,418 | 0.23% |
30 Jun, 15 | 50,067,312 | -2.22% |
31 Mar, 15 | 51,204,781 | 100.16% |
31 Dec, 14 | 25,582,297 | 0.67% |
30 Sep, 14 | 25,411,993 | -2.54% |
30 Jun, 14 | 26,074,881 | 9.00% |
31 Mar, 14 | 23,921,312 | 3.51% |
31 Dec, 13 | 23,110,008 | -13.20% |
30 Sep, 13 | 26,623,326 | 14.02% |
30 Jun, 13 | 23,348,683 | 96.06% |
31 Mar, 13 | 11,908,851 | -0.46% |
31 Dec, 12 | 11,963,286 | 7.57% |
30 Sep, 12 | 11,121,498 | 20.00% |
30 Jun, 12 | 9,268,097 | 2.49% |
31 Mar, 12 | 9,043,042 | -4.04% |
31 Dec, 11 | 9,423,347 | 11.14% |
30 Sep, 11 | 8,478,587 | -29.66% |
30 Jun, 11 | 12,054,253 | 5.08% |
31 Mar, 11 | 11,471,241 | 37.34% |
31 Dec, 10 | 8,352,340 | -12.96% |
30 Sep, 10 | 9,596,194 | -8.42% |
30 Jun, 10 | 10,478,231 | 7.48% |
31 Mar, 10 | 9,749,206 | -4.35% |
31 Dec, 09 | 10,192,066 | 55.92% |
30 Sep, 09 | 6,536,897 | -12.89% |
30 Jun, 09 | 7,503,894 | 49.58% |
31 Mar, 09 | 5,016,668 | -38.65% |
31 Dec, 08 | 8,176,758 | 51.48% |
30 Sep, 08 | 5,397,966 | 27.31% |
30 Jun, 08 | 4,240,034 | 2.72% |
31 Mar, 08 | 4,127,840 | 41.12% |
31 Dec, 07 | 2,925,042 | 11.26% |
30 Sep, 07 | 2,628,983 | 10.22% |
30 Jun, 07 | 2,385,205 | -2.63% |
31 Mar, 07 | 2,449,718 | -31.89% |
31 Dec, 06 | 3,596,626 | -7.34% |
30 Sep, 06 | 3,881,394 | 12.43% |
30 Jun, 06 | 3,452,314 | -6.43% |
31 Mar, 06 | 3,689,691 | 25.37% |
31 Dec, 05 | 2,942,958 | 40.95% |
30 Sep, 05 | 2,088,004 | -25.76% |
30 Jun, 05 | 2,812,480 | 20.05% |
31 Mar, 05 | 2,342,768 | 18.33% |
31 Dec, 04 | 1,979,926 | 12.25% |
30 Sep, 04 | 1,763,857 | 5.16% |
30 Jun, 04 | 1,677,345 | -12.23% |
31 Mar, 04 | 1,910,972 | 47.92% |
31 Dec, 03 | 1,291,876 | -10.93% |
30 Sep, 03 | 1,450,471 | 29.41% |
30 Jun, 03 | 1,120,813 | -16.16% |
31 Mar, 03 | 1,336,923 | -24.67% |
31 Dec, 02 | 1,774,871 | 33.50% |
30 Sep, 02 | 1,329,485 | -19.55% |
30 Jun, 02 | 1,652,519 | 16.44% |
31 Mar, 02 | 1,419,260 | 47.13% |
31 Dec, 01 | 964,629 | -9.87% |
30 Sep, 01 | 1,070,212 | 1.93% |
30 Jun, 01 | 1,049,956 | 23.71% |
31 Mar, 01 | 848,746 | 11.70% |
31 Dec, 00 | 759,855 | 5.17% |
30 Sep, 00 | 722,499 | -17.19% |
30 Jun, 00 | 872,493 | -1.41% |
31 Mar, 00 | 884,970 | -10.53% |
31 Dec, 99 | 989,073 | -18.83% |
30 Sep, 99 | 1,218,503 | -6.43% |
30 Jun, 99 | 1,302,238 | -1.14% |
31 Mar, 99 | 1,317,234 | 16353.09% |
31 Dec, 98 | 8,006 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 72.22% | 1.42% |
31 Mar, 24 | 71.44% | 1.41% |
31 Dec, 23 | 71.07% | 1.39% |
30 Sep, 23 | 71.48% | 1.30% |
30 Jun, 23 | 74.22% | 1.28% |
31 Mar, 23 | 76.06% | 1.33% |
31 Dec, 22 | 75.58% | 1.34% |
30 Sep, 22 | 75.00% | 1.35% |
30 Jun, 22 | 74.49% | 1.41% |
31 Mar, 22 | 72.66% | 1.40% |
31 Dec, 21 | 71.93% | 1.49% |
30 Sep, 21 | 69.41% | 1.37% |
30 Jun, 21 | 71.20% | 1.39% |
31 Mar, 21 | 71.59% | 1.29% |
31 Dec, 20 | 74.51% | 1.41% |
30 Sep, 20 | 72.69% | 1.42% |
30 Jun, 20 | 71.50% | 1.41% |
31 Mar, 20 | 71.10% | 1.31% |
31 Dec, 19 | 73.60% | 1.57% |
30 Sep, 19 | 68.37% | 1.48% |
30 Jun, 19 | 67.93% | 1.51% |
31 Mar, 19 | 67.10% | 1.48% |
31 Dec, 18 | 67.30% | 1.48% |
30 Sep, 18 | 67.54% | 1.50% |
30 Jun, 18 | 67.09% | 1.52% |
31 Mar, 18 | 66.35% | 1.59% |
31 Dec, 17 | 64.56% | 1.58% |
30 Sep, 17 | 63.88% | 1.55% |
30 Jun, 17 | 64.30% | 1.50% |
31 Mar, 17 | 65.44% | 1.67% |
31 Dec, 16 | 62.63% | 1.70% |
30 Sep, 16 | 60.69% | 1.61% |
30 Jun, 16 | 61.38% | 1.69% |
31 Mar, 16 | 60.31% | 1.76% |
31 Dec, 15 | 58.61% | 1.69% |
30 Sep, 15 | 58.91% | 1.61% |
30 Jun, 15 | 60.40% | 1.68% |
31 Mar, 15 | 60.01% | 6.56% |
31 Dec, 14 | 30.26% | 3.32% |
30 Sep, 14 | 30.18% | 3.13% |
30 Jun, 14 | 31.05% | 3.84% |
31 Mar, 14 | 28.42% | 3.76% |
31 Dec, 13 | 27.50% | 2.69% |
30 Sep, 13 | 31.95% | 4.06% |
30 Jun, 13 | 28.06% | 13.82% |
31 Mar, 13 | 14.25% | 6.92% |
31 Dec, 12 | 14.35% | 8.00% |
30 Sep, 12 | 13.39% | 10.77% |
30 Jun, 12 | 11.15% | 9.40% |
31 Mar, 12 | 10.89% | 8.42% |
31 Dec, 11 | 11.37% | 10.86% |
30 Sep, 11 | 10.23% | 4.82% |
30 Jun, 11 | 14.56% | 7.57% |
31 Mar, 11 | 13.87% | 13.55% |
31 Dec, 10 | 10.12% | 7.45% |
30 Sep, 10 | 11.65% | 7.22% |
30 Jun, 10 | 12.70% | 9.17% |
31 Mar, 10 | 11.77% | 7.85% |
31 Dec, 09 | 12.25% | 20.34% |
30 Sep, 09 | 7.76% | 9.75% |
30 Jun, 09 | 8.92% | 25.38% |
31 Mar, 09 | 5.93% | 6.31% |
31 Dec, 08 | 9.70% | 23.34% |
30 Sep, 08 | 6.44% | 25.23% |
30 Jun, 08 | 5.05% | 20.77% |
31 Mar, 08 | 4.93% | 40.06% |
31 Dec, 07 | 3.51% | 35.28% |
30 Sep, 07 | 3.15% | 39.67% |
30 Jun, 07 | 2.82% | 32.90% |
31 Mar, 07 | 2.93% | 15.64% |
31 Dec, 06 | 4.33% | 19.85% |
30 Sep, 06 | 4.67% | 27.75% |
30 Jun, 06 | 4.10% | 20.99% |
31 Mar, 06 | 4.42% | 34.87% |
31 Dec, 05 | 3.56% | 55.42% |
30 Sep, 05 | 2.53% | 21.76% |
30 Jun, 05 | 3.41% | 42.57% |
31 Mar, 05 | 2.83% | 50.23% |
31 Dec, 04 | 2.37% | 53.07% |
30 Sep, 04 | 2.12% | 51.50% |
30 Jun, 04 | 2.03% | 37.73% |
31 Mar, 04 | 2.32% | 93.40% |
31 Dec, 03 | 1.58% | 31.00% |
30 Sep, 03 | 2.25% | 118.93% |
30 Jun, 03 | 1.38% | 50.72% |
31 Mar, 03 | 1.65% | 34.27% |
31 Dec, 02 | 2.19% | 80.54% |
30 Sep, 02 | 1.65% | 39.42% |
30 Jun, 02 | 2.05% | 65.96% |
31 Mar, 02 | 1.76% | 121.53% |
31 Dec, 01 | 1.20% | 67.62% |
30 Sep, 01 | 1.33% | 77.34% |
30 Jun, 01 | 1.31% | 115.65% |
31 Mar, 01 | 1.07% | 115.92% |
31 Dec, 00 | 0.96% | 115.59% |
30 Sep, 00 | 0.91% | 75.38% |
30 Jun, 00 | 1.10% | 88.71% |
31 Mar, 00 | 1.11% | 72.70% |
31 Dec, 99 | 1.24% | 53.35% |
30 Sep, 99 | 1.52% | 60.35% |
30 Jun, 99 | 1.59% | 58.78% |
31 Mar, 99 | 1.64% | 1647198.00% |
31 Dec, 98 | 0.01% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 162 | -4.71% |
31 Mar, 24 | 170 | 6.25% |
31 Dec, 23 | 160 | 6.67% |
30 Sep, 23 | 150 | -5.66% |
30 Jun, 23 | 159 | -4.79% |
31 Mar, 23 | 167 | -0.60% |
31 Dec, 22 | 168 | 24.44% |
30 Sep, 22 | 135 | 8.87% |
30 Jun, 22 | 124 | -15.65% |
31 Mar, 22 | 147 | -8.13% |
31 Dec, 21 | 160 | 49.53% |
30 Sep, 21 | 107 | 2.88% |
30 Jun, 21 | 104 | -2.80% |
31 Mar, 21 | 107 | -21.32% |
31 Dec, 20 | 136 | 7.94% |
30 Sep, 20 | 126 | -9.35% |
30 Jun, 20 | 139 | 12.10% |
31 Mar, 20 | 124 | -27.49% |
31 Dec, 19 | 171 | 44.92% |
30 Sep, 19 | 118 | -4.84% |
30 Jun, 19 | 124 | -1.59% |
31 Mar, 19 | 126 | -5.26% |
31 Dec, 18 | 133 | 10.83% |
30 Sep, 18 | 120 | -14.29% |
30 Jun, 18 | 140 | 10.24% |
31 Mar, 18 | 127 | -3.79% |
31 Dec, 17 | 132 | 21.10% |
30 Sep, 17 | 109 | -14.17% |
30 Jun, 17 | 127 | 19.81% |
31 Mar, 17 | 106 | -16.54% |
31 Dec, 16 | 127 | 13.39% |
30 Sep, 16 | 112 | 5.66% |
30 Jun, 16 | 106 | -8.62% |
31 Mar, 16 | 116 | -3.33% |
31 Dec, 15 | 120 | 11.11% |
30 Sep, 15 | 108 | 6.93% |
30 Jun, 15 | 101 | -54.71% |
31 Mar, 15 | 223 | 110.38% |
31 Dec, 14 | 106 | 15.22% |
30 Sep, 14 | 92 | -21.37% |
30 Jun, 14 | 117 | 18.18% |
31 Mar, 14 | 99 | 15.12% |
31 Dec, 13 | 86 | -5.49% |
30 Sep, 13 | 91 | -22.22% |
30 Jun, 13 | 117 | 154.35% |
31 Mar, 13 | 46 | 6.98% |
31 Dec, 12 | 43 | - |
30 Sep, 12 | 43 | 19.44% |
30 Jun, 12 | 36 | -21.74% |
31 Mar, 12 | 46 | 39.39% |
31 Dec, 11 | 33 | 13.79% |
30 Sep, 11 | 29 | 11.54% |
30 Jun, 11 | 26 | -18.75% |
31 Mar, 11 | 32 | 33.33% |
31 Dec, 10 | 24 | 14.29% |
30 Sep, 10 | 21 | -8.70% |
30 Jun, 10 | 23 | 4.55% |
31 Mar, 10 | 22 | -4.35% |
31 Dec, 09 | 23 | -11.54% |
30 Sep, 09 | 26 | -29.73% |
30 Jun, 09 | 37 | 37.04% |
31 Mar, 09 | 27 | -28.95% |
31 Dec, 08 | 38 | 65.22% |
30 Sep, 08 | 23 | -17.86% |
30 Jun, 08 | 28 | -37.78% |
31 Mar, 08 | 45 | 66.67% |
31 Dec, 07 | 27 | 28.57% |
30 Sep, 07 | 21 | 5.00% |
30 Jun, 07 | 20 | -20.00% |
31 Mar, 07 | 25 | -16.67% |
31 Dec, 06 | 30 | 100.00% |
30 Sep, 06 | 15 | -6.25% |
30 Jun, 06 | 16 | -30.43% |
31 Mar, 06 | 23 | 35.29% |
31 Dec, 05 | 17 | 88.89% |
30 Sep, 05 | 9 | -43.75% |
30 Jun, 05 | 16 | 33.33% |
31 Mar, 05 | 12 | -20.00% |
31 Dec, 04 | 15 | 7.14% |
30 Sep, 04 | 14 | -6.67% |
30 Jun, 04 | 15 | -28.57% |
31 Mar, 04 | 21 | 50.00% |
31 Dec, 03 | 14 | 55.56% |
30 Sep, 03 | 9 | -25.00% |
30 Jun, 03 | 12 | 100.00% |
31 Mar, 03 | 6 | -53.85% |
31 Dec, 02 | 13 | 8.33% |
30 Sep, 02 | 12 | -25.00% |
30 Jun, 02 | 16 | - |
31 Mar, 02 | 16 | 220.00% |
31 Dec, 01 | 5 | -50.00% |
30 Sep, 01 | 10 | 11.11% |
30 Jun, 01 | 9 | - |
31 Mar, 01 | 9 | 80.00% |
31 Dec, 00 | 5 | -16.67% |
30 Sep, 00 | 6 | -14.29% |
30 Jun, 00 | 7 | -22.22% |
31 Mar, 00 | 9 | 28.57% |
31 Dec, 99 | 7 | -22.22% |
30 Sep, 99 | 9 | -10.00% |
30 Jun, 99 | 10 | -28.57% |
31 Mar, 99 | 14 | 1300.00% |
31 Dec, 98 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 104 | -7.96% |
31 Mar, 24 | 113 | 2.73% |
31 Dec, 23 | 110 | -7.56% |
30 Sep, 23 | 119 | -5.56% |
30 Jun, 23 | 126 | 23.53% |
31 Mar, 23 | 102 | 7.37% |
31 Dec, 22 | 95 | -2.06% |
30 Sep, 22 | 97 | - |
30 Jun, 22 | 97 | 4.30% |
31 Mar, 22 | 93 | 34.78% |
31 Dec, 21 | 69 | -24.18% |
30 Sep, 21 | 91 | -7.14% |
30 Jun, 21 | 98 | -5.77% |
31 Mar, 21 | 104 | 13.04% |
31 Dec, 20 | 92 | 15.00% |
30 Sep, 20 | 80 | 15.94% |
30 Jun, 20 | 69 | 4.55% |
31 Mar, 20 | 66 | 3.13% |
31 Dec, 19 | 64 | -8.57% |
30 Sep, 19 | 70 | -9.09% |
30 Jun, 19 | 77 | -2.53% |
31 Mar, 19 | 79 | 1.28% |
31 Dec, 18 | 78 | -10.34% |
30 Sep, 18 | 87 | 14.47% |
30 Jun, 18 | 76 | 2.70% |
31 Mar, 18 | 74 | -1.33% |
31 Dec, 17 | 75 | 10.29% |
30 Sep, 17 | 68 | 9.68% |
30 Jun, 17 | 62 | -18.42% |
31 Mar, 17 | 76 | 8.57% |
31 Dec, 16 | 70 | -4.11% |
30 Sep, 16 | 73 | -7.59% |
30 Jun, 16 | 79 | -9.20% |
31 Mar, 16 | 87 | 27.94% |
31 Dec, 15 | 68 | -4.23% |
30 Sep, 15 | 71 | -6.58% |
30 Jun, 15 | 76 | 590.91% |
31 Mar, 15 | 11 | -86.42% |
31 Dec, 14 | 81 | 2.53% |
30 Sep, 14 | 79 | 33.90% |
30 Jun, 14 | 59 | 7.27% |
31 Mar, 14 | 55 | 3.77% |
31 Dec, 13 | 53 | 17.78% |
30 Sep, 13 | 45 | 80.00% |
30 Jun, 13 | 25 | 19.05% |
31 Mar, 13 | 21 | 61.54% |
31 Dec, 12 | 13 | 8.33% |
30 Sep, 12 | 12 | -36.84% |
30 Jun, 12 | 19 | 35.71% |
31 Mar, 12 | 14 | - |
31 Dec, 11 | 14 | 16.67% |
30 Sep, 11 | 12 | -20.00% |
30 Jun, 11 | 15 | 66.67% |
31 Mar, 11 | 9 | -18.18% |
31 Dec, 10 | 11 | -15.38% |
30 Sep, 10 | 13 | -13.33% |
30 Jun, 10 | 15 | 36.36% |
31 Mar, 10 | 11 | -35.29% |
31 Dec, 09 | 17 | 54.55% |
30 Sep, 09 | 11 | -31.25% |
30 Jun, 09 | 16 | 6.67% |
31 Mar, 09 | 15 | -6.25% |
31 Dec, 08 | 16 | -5.88% |
30 Sep, 08 | 17 | 54.55% |
30 Jun, 08 | 11 | 120.00% |
31 Mar, 08 | 5 | -61.54% |
31 Dec, 07 | 13 | -13.33% |
30 Sep, 07 | 15 | -11.76% |
30 Jun, 07 | 17 | 21.43% |
31 Mar, 07 | 14 | 40.00% |
31 Dec, 06 | 10 | -16.67% |
30 Sep, 06 | 12 | - |
30 Jun, 06 | 12 | 140.00% |
31 Mar, 06 | 5 | 25.00% |
31 Dec, 05 | 4 | -55.56% |
30 Sep, 05 | 9 | - |
30 Jun, 05 | 9 | -25.00% |
31 Mar, 05 | 12 | 71.43% |
31 Dec, 04 | 7 | -12.50% |
30 Sep, 04 | 8 | 60.00% |
30 Jun, 04 | 5 | - |
31 Mar, 04 | 5 | -28.57% |
31 Dec, 03 | 7 | 16.67% |
30 Sep, 03 | 6 | 100.00% |
30 Jun, 03 | 3 | -66.67% |
31 Mar, 03 | 9 | 80.00% |
31 Dec, 02 | 5 | - |
30 Sep, 02 | 5 | 25.00% |
30 Jun, 02 | 4 | 300.00% |
31 Mar, 02 | 1 | -80.00% |
31 Dec, 01 | 5 | - |
30 Sep, 01 | 5 | 66.67% |
30 Jun, 01 | 3 | -25.00% |
31 Mar, 01 | 4 | 33.33% |
31 Dec, 00 | 3 | - |
30 Sep, 00 | 3 | - |
30 Jun, 00 | 3 | - |
31 Mar, 00 | 3 | - |
31 Dec, 99 | 3 | 50.00% |
30 Sep, 99 | 2 | -60.00% |
30 Jun, 99 | 5 | - |
31 Mar, 99 | - | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 323 | -3.87% | 71,049,184 | 1.10% | 72.22% | 1.42% | 162 | -4.71% | 104 | -7.96% |
31 Mar, 24 | 336 | 4.67% | 70,276,169 | 1.04% | 71.44% | 1.41% | 170 | 6.25% | 113 | 2.73% |
31 Dec, 23 | 321 | -0.31% | 69,555,705 | 0.29% | 71.07% | 1.39% | 160 | 6.67% | 110 | -7.56% |
30 Sep, 23 | 322 | -5.57% | 69,352,070 | -3.84% | 71.48% | 1.30% | 150 | -5.66% | 119 | -5.56% |
30 Jun, 23 | 341 | 4.60% | 72,118,967 | -2.14% | 74.22% | 1.28% | 159 | -4.79% | 126 | 23.53% |
31 Mar, 23 | 326 | 2.84% | 73,695,796 | 1.06% | 76.06% | 1.33% | 167 | -0.60% | 102 | 7.37% |
31 Dec, 22 | 317 | 9.69% | 72,923,669 | 1.17% | 75.58% | 1.34% | 168 | 24.44% | 95 | -2.06% |
30 Sep, 22 | 289 | 0.35% | 72,078,423 | 0.63% | 75.00% | 1.35% | 135 | 8.87% | 97 | - |
30 Jun, 22 | 288 | -3.68% | 71,624,990 | 2.61% | 74.49% | 1.41% | 124 | -15.65% | 97 | 4.30% |
31 Mar, 22 | 299 | 6.79% | 69,802,504 | 1.15% | 72.66% | 1.40% | 147 | -8.13% | 93 | 34.78% |
31 Dec, 21 | 280 | 8.53% | 69,008,661 | 3.35% | 71.93% | 1.49% | 160 | 49.53% | 69 | -24.18% |
30 Sep, 21 | 258 | -3.73% | 66,774,300 | -2.66% | 69.41% | 1.37% | 107 | 2.88% | 91 | -7.14% |
30 Jun, 21 | 268 | -1.83% | 68,599,378 | -0.44% | 71.20% | 1.39% | 104 | -2.80% | 98 | -5.77% |
31 Mar, 21 | 273 | 0.37% | 68,902,132 | -3.79% | 71.59% | 1.29% | 107 | -21.32% | 104 | 13.04% |
31 Dec, 20 | 272 | 7.51% | 71,617,940 | 2.71% | 74.51% | 1.41% | 136 | 7.94% | 92 | 15.00% |
30 Sep, 20 | 253 | -2.32% | 69,729,354 | 1.84% | 72.69% | 1.42% | 126 | -9.35% | 80 | 15.94% |
30 Jun, 20 | 259 | 6.15% | 68,469,715 | 0.75% | 71.50% | 1.41% | 139 | 12.10% | 69 | 4.55% |
31 Mar, 20 | 244 | -14.69% | 67,959,345 | 0.46% | 71.10% | 1.31% | 124 | -27.49% | 66 | 3.13% |
31 Dec, 19 | 286 | 9.16% | 67,646,926 | 9.96% | 73.60% | 1.57% | 171 | 44.92% | 64 | -8.57% |
30 Sep, 19 | 262 | -0.76% | 61,520,433 | 1.08% | 68.37% | 1.48% | 118 | -4.84% | 70 | -9.09% |
30 Jun, 19 | 264 | -1.86% | 60,862,623 | 2.10% | 67.93% | 1.51% | 124 | -1.59% | 77 | -2.53% |
31 Mar, 19 | 269 | -2.54% | 59,612,315 | 0.04% | 67.10% | 1.48% | 126 | -5.26% | 79 | 1.28% |
31 Dec, 18 | 276 | 2.60% | 59,588,225 | 1.07% | 67.30% | 1.48% | 133 | 10.83% | 78 | -10.34% |
30 Sep, 18 | 269 | -1.47% | 58,956,297 | -0.02% | 67.54% | 1.50% | 120 | -14.29% | 87 | 14.47% |
30 Jun, 18 | 273 | 3.41% | 58,967,075 | 1.46% | 67.09% | 1.52% | 140 | 10.24% | 76 | 2.70% |
31 Mar, 18 | 264 | -3.65% | 58,119,827 | 3.48% | 66.35% | 1.59% | 127 | -3.79% | 74 | -1.33% |
31 Dec, 17 | 274 | 8.73% | 56,163,499 | 1.62% | 64.56% | 1.58% | 132 | 21.10% | 75 | 10.29% |
30 Sep, 17 | 252 | 0.80% | 55,268,731 | -0.53% | 63.88% | 1.55% | 109 | -14.17% | 68 | 9.68% |
30 Jun, 17 | 250 | 2.88% | 55,561,807 | -1.59% | 64.30% | 1.50% | 127 | 19.81% | 62 | -18.42% |
31 Mar, 17 | 243 | -3.95% | 56,460,042 | 4.73% | 65.44% | 1.67% | 106 | -16.54% | 76 | 8.57% |
31 Dec, 16 | 253 | 2.85% | 53,911,327 | 3.44% | 62.63% | 1.70% | 127 | 13.39% | 70 | -4.11% |
30 Sep, 16 | 246 | -1.99% | 52,120,926 | -1.21% | 60.69% | 1.61% | 112 | 5.66% | 73 | -7.59% |
30 Jun, 16 | 251 | -2.71% | 52,759,870 | 1.91% | 61.38% | 1.69% | 106 | -8.62% | 79 | -9.20% |
31 Mar, 16 | 258 | 7.95% | 51,769,696 | 3.09% | 60.31% | 1.76% | 116 | -3.33% | 87 | 27.94% |
31 Dec, 15 | 239 | 2.58% | 50,217,402 | 0.07% | 58.61% | 1.69% | 120 | 11.11% | 68 | -4.23% |
30 Sep, 15 | 233 | 0.43% | 50,184,418 | 0.23% | 58.91% | 1.61% | 108 | 6.93% | 71 | -6.58% |
30 Jun, 15 | 232 | -1.28% | 50,067,312 | -2.22% | 60.40% | 1.68% | 101 | -54.71% | 76 | 590.91% |
31 Mar, 15 | 235 | 1.73% | 51,204,781 | 100.16% | 60.01% | 6.56% | 223 | 110.38% | 11 | -86.42% |
31 Dec, 14 | 231 | 6.45% | 25,582,297 | 0.67% | 30.26% | 3.32% | 106 | 15.22% | 81 | 2.53% |
30 Sep, 14 | 217 | -2.25% | 25,411,993 | -2.54% | 30.18% | 3.13% | 92 | -21.37% | 79 | 33.90% |
30 Jun, 14 | 222 | 12.69% | 26,074,881 | 9.00% | 31.05% | 3.84% | 117 | 18.18% | 59 | 7.27% |
31 Mar, 14 | 197 | 14.53% | 23,921,312 | 3.51% | 28.42% | 3.76% | 99 | 15.12% | 55 | 3.77% |
31 Dec, 13 | 172 | -1.15% | 23,110,008 | -13.20% | 27.50% | 2.69% | 86 | -5.49% | 53 | 17.78% |
30 Sep, 13 | 174 | 6.75% | 26,623,326 | 14.02% | 31.95% | 4.06% | 91 | -22.22% | 45 | 80.00% |
30 Jun, 13 | 163 | 98.78% | 23,348,683 | 96.06% | 28.06% | 13.82% | 117 | 154.35% | 25 | 19.05% |
31 Mar, 13 | 82 | 20.59% | 11,908,851 | -0.46% | 14.25% | 6.92% | 46 | 6.98% | 21 | 61.54% |
31 Dec, 12 | 68 | - | 11,963,286 | 7.57% | 14.35% | 8.00% | 43 | - | 13 | 8.33% |
30 Sep, 12 | 68 | -2.86% | 11,121,498 | 20.00% | 13.39% | 10.77% | 43 | 19.44% | 12 | -36.84% |
30 Jun, 12 | 70 | -5.41% | 9,268,097 | 2.49% | 11.15% | 9.40% | 36 | -21.74% | 19 | 35.71% |
31 Mar, 12 | 74 | 17.46% | 9,043,042 | -4.04% | 10.89% | 8.42% | 46 | 39.39% | 14 | - |
31 Dec, 11 | 63 | 5.00% | 9,423,347 | 11.14% | 11.37% | 10.86% | 33 | 13.79% | 14 | 16.67% |
30 Sep, 11 | 60 | 7.14% | 8,478,587 | -29.66% | 10.23% | 4.82% | 29 | 11.54% | 12 | -20.00% |
30 Jun, 11 | 56 | -1.75% | 12,054,253 | 5.08% | 14.56% | 7.57% | 26 | -18.75% | 15 | 66.67% |
31 Mar, 11 | 57 | 21.28% | 11,471,241 | 37.34% | 13.87% | 13.55% | 32 | 33.33% | 9 | -18.18% |
31 Dec, 10 | 47 | 6.82% | 8,352,340 | -12.96% | 10.12% | 7.45% | 24 | 14.29% | 11 | -15.38% |
30 Sep, 10 | 44 | -10.20% | 9,596,194 | -8.42% | 11.65% | 7.22% | 21 | -8.70% | 13 | -13.33% |
30 Jun, 10 | 49 | 6.52% | 10,478,231 | 7.48% | 12.70% | 9.17% | 23 | 4.55% | 15 | 36.36% |
31 Mar, 10 | 46 | -8.00% | 9,749,206 | -4.35% | 11.77% | 7.85% | 22 | -4.35% | 11 | -35.29% |
31 Dec, 09 | 50 | 4.17% | 10,192,066 | 55.92% | 12.25% | 20.34% | 23 | -11.54% | 17 | 54.55% |
30 Sep, 09 | 48 | -18.64% | 6,536,897 | -12.89% | 7.76% | 9.75% | 26 | -29.73% | 11 | -31.25% |
30 Jun, 09 | 59 | 25.53% | 7,503,894 | 49.58% | 8.92% | 25.38% | 37 | 37.04% | 16 | 6.67% |
31 Mar, 09 | 47 | -17.54% | 5,016,668 | -38.65% | 5.93% | 6.31% | 27 | -28.95% | 15 | -6.25% |
31 Dec, 08 | 57 | 21.28% | 8,176,758 | 51.48% | 9.70% | 23.34% | 38 | 65.22% | 16 | -5.88% |
30 Sep, 08 | 47 | -7.84% | 5,397,966 | 27.31% | 6.44% | 25.23% | 23 | -17.86% | 17 | 54.55% |
30 Jun, 08 | 51 | 2.00% | 4,240,034 | 2.72% | 5.05% | 20.77% | 28 | -37.78% | 11 | 120.00% |
31 Mar, 08 | 50 | 6.38% | 4,127,840 | 41.12% | 4.93% | 40.06% | 45 | 66.67% | 5 | -61.54% |
31 Dec, 07 | 47 | 14.63% | 2,925,042 | 11.26% | 3.51% | 35.28% | 27 | 28.57% | 13 | -13.33% |
30 Sep, 07 | 41 | -4.65% | 2,628,983 | 10.22% | 3.15% | 39.67% | 21 | 5.00% | 15 | -11.76% |
30 Jun, 07 | 43 | -12.24% | 2,385,205 | -2.63% | 2.82% | 32.90% | 20 | -20.00% | 17 | 21.43% |
31 Mar, 07 | 49 | 2.08% | 2,449,718 | -31.89% | 2.93% | 15.64% | 25 | -16.67% | 14 | 40.00% |
31 Dec, 06 | 48 | 29.73% | 3,596,626 | -7.34% | 4.33% | 19.85% | 30 | 100.00% | 10 | -16.67% |
30 Sep, 06 | 37 | 2.78% | 3,881,394 | 12.43% | 4.67% | 27.75% | 15 | -6.25% | 12 | - |
30 Jun, 06 | 36 | -5.26% | 3,452,314 | -6.43% | 4.10% | 20.99% | 16 | -30.43% | 12 | 140.00% |
31 Mar, 06 | 38 | 31.03% | 3,689,691 | 25.37% | 4.42% | 34.87% | 23 | 35.29% | 5 | 25.00% |
31 Dec, 05 | 29 | 20.83% | 2,942,958 | 40.95% | 3.56% | 55.42% | 17 | 88.89% | 4 | -55.56% |
30 Sep, 05 | 24 | -27.27% | 2,088,004 | -25.76% | 2.53% | 21.76% | 9 | -43.75% | 9 | - |
30 Jun, 05 | 33 | 10.00% | 2,812,480 | 20.05% | 3.41% | 42.57% | 16 | 33.33% | 9 | -25.00% |
31 Mar, 05 | 30 | 7.14% | 2,342,768 | 18.33% | 2.83% | 50.23% | 12 | -20.00% | 12 | 71.43% |
31 Dec, 04 | 28 | 7.69% | 1,979,926 | 12.25% | 2.37% | 53.07% | 15 | 7.14% | 7 | -12.50% |
30 Sep, 04 | 26 | 8.33% | 1,763,857 | 5.16% | 2.12% | 51.50% | 14 | -6.67% | 8 | 60.00% |
30 Jun, 04 | 24 | -11.11% | 1,677,345 | -12.23% | 2.03% | 37.73% | 15 | -28.57% | 5 | - |
31 Mar, 04 | 27 | 22.73% | 1,910,972 | 47.92% | 2.32% | 93.40% | 21 | 50.00% | 5 | -28.57% |
31 Dec, 03 | 22 | 15.79% | 1,291,876 | -10.93% | 1.58% | 31.00% | 14 | 55.56% | 7 | 16.67% |
30 Sep, 03 | 19 | 18.75% | 1,450,471 | 29.41% | 2.25% | 118.93% | 9 | -25.00% | 6 | 100.00% |
30 Jun, 03 | 16 | - | 1,120,813 | -16.16% | 1.38% | 50.72% | 12 | 100.00% | 3 | -66.67% |
31 Mar, 03 | 16 | -15.79% | 1,336,923 | -24.67% | 1.65% | 34.27% | 6 | -53.85% | 9 | 80.00% |
31 Dec, 02 | 19 | -5.00% | 1,774,871 | 33.50% | 2.19% | 80.54% | 13 | 8.33% | 5 | - |
30 Sep, 02 | 20 | -4.76% | 1,329,485 | -19.55% | 1.65% | 39.42% | 12 | -25.00% | 5 | 25.00% |
30 Jun, 02 | 21 | 23.53% | 1,652,519 | 16.44% | 2.05% | 65.96% | 16 | - | 4 | 300.00% |
31 Mar, 02 | 17 | 21.43% | 1,419,260 | 47.13% | 1.76% | 121.53% | 16 | 220.00% | 1 | -80.00% |
31 Dec, 01 | 14 | -12.50% | 964,629 | -9.87% | 1.20% | 67.62% | 5 | -50.00% | 5 | - |
30 Sep, 01 | 16 | 14.29% | 1,070,212 | 1.93% | 1.33% | 77.34% | 10 | 11.11% | 5 | 66.67% |
30 Jun, 01 | 14 | -6.67% | 1,049,956 | 23.71% | 1.31% | 115.65% | 9 | - | 3 | -25.00% |
31 Mar, 01 | 15 | 25.00% | 848,746 | 11.70% | 1.07% | 115.92% | 9 | 80.00% | 4 | 33.33% |
31 Dec, 00 | 12 | - | 759,855 | 5.17% | 0.96% | 115.59% | 5 | -16.67% | 3 | - |
30 Sep, 00 | 12 | -14.29% | 722,499 | -17.19% | 0.91% | 75.38% | 6 | -14.29% | 3 | - |
30 Jun, 00 | 14 | -12.50% | 872,493 | -1.41% | 1.10% | 88.71% | 7 | -22.22% | 3 | - |
31 Mar, 00 | 16 | 14.29% | 884,970 | -10.53% | 1.11% | 72.70% | 9 | 28.57% | 3 | - |
31 Dec, 99 | 14 | 7.69% | 989,073 | -18.83% | 1.24% | 53.35% | 7 | -22.22% | 3 | 50.00% |
30 Sep, 99 | 13 | -18.75% | 1,218,503 | -6.43% | 1.52% | 60.35% | 9 | -10.00% | 2 | -60.00% |
30 Jun, 99 | 16 | 14.29% | 1,302,238 | -1.14% | 1.59% | 58.78% | 10 | -28.57% | 5 | - |
31 Mar, 99 | 14 | 1300.00% | 1,317,234 | 16353.09% | 1.64% | 1647198.00% | 14 | 1300.00% | - | - |
31 Dec, 98 | 1 | - | 8,006 | - | 0.01% | - | 1 | - | - | - |
New Jersey Resources 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
New Jersey Resources Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | - | 3 | - |
Q1 2024 | 19 | 12 | 158.33% |
Q4 2023 | 23 | 32 | 71.88% |
Q3 2023 | 2 | 3 | 66.67% |
Q2 2023 | - | 1 | - |
Q1 2023 | 16 | 10 | 160.00% |
Q4 2022 | 21 | 29 | 72.41% |
Q3 2022 | 2 | 2 | 100.00% |
Q2 2022 | - | 2 | - |
Q1 2022 | 18 | 10 | 180.00% |
Q4 2021 | 19 | 35 | 54.29% |
Q3 2021 | 2 | 3 | 66.67% |
Q2 2021 | - | 3 | - |
Q1 2021 | 18 | 10 | 180.00% |
Q4 2020 | 15 | 28 | 53.57% |
Q3 2020 | 4 | 3 | 133.33% |
Q2 2020 | 1 | 1 | 100.00% |
Q1 2020 | 12 | 8 | 150.00% |
Q4 2019 | 19 | 26 | 73.08% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 2 | - |
Q2 2024 | - | 3 | - |
Q1 2024 | - | 1 | - |
Q4 2023 | - | 1 | - |
Q3 2023 | - | - | - |
Q2 2023 | - | 1 | - |
Q1 2023 | - | 1 | - |
Q4 2022 | - | 1 | - |
Q3 2022 | - | - | - |
Q2 2022 | - | 1 | - |
Q1 2022 | - | - | - |
Q4 2021 | 1 | 1 | 100.00% |
Q3 2021 | - | - | - |
Q2 2021 | - | 3 | - |
Q1 2021 | - | 2 | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q2 2020 | - | - | - |
Q1 2020 | - | 2 | - |
Q4 2019 | - | - | - |
NJR Ownership FAQ
Who Owns New Jersey Resources?
New Jersey Resources is owned by institutional shareholders (72.22%), insiders (0.41%), and public (27.36%). The largest institutional shareholder of New Jersey Resources is BLACKROCK INC. (16.86% of total shares) and the top mutual fund owner is COPLEY FUND INC /NV/ (4.57% of total shares).
Who are the major institutional shareholders of New Jersey Resources?
New Jersey Resources's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 39.60% of the company's share outstanding.
How many New Jersey Resources shareholders are there?
As of Jun 2024, there are 323 institutional shareholders of New Jersey Resources.
What percentage of New Jersey Resources is owned by BLACKROCK INC?
BLACKROCK INC owns 16.59M shares of New Jersey Resources, representing 16.86% of the company's total shares outstanding, valued at $709.08M (as of Jun 2024).
What percentage of New Jersey Resources is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 11.77M shares of New Jersey Resources (NJR), compromising 11.97% of the company, valued at $503.25M.
What percentage of New Jersey Resources is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of New Jersey Resources. The company owns 5.05M of the company's shares outstanding (worth $217.88B).