WFG Advisors, LP - YORK WTR CO ownership

YORK WTR CO's ticker is YORW and the CUSIP is 987184108. A total of 134 filers reported holding YORK WTR CO in Q3 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.0%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of YORK WTR CO
ValueSharesWeighting
Q2 2017$4,652,000
+8.6%
133,485
+9.2%
1.05%
-7.9%
Q1 2017$4,283,000
-18.3%
122,204
-11.0%
1.14%
-11.1%
Q4 2016$5,244,000
+16.7%
137,274
-9.4%
1.28%
+14.7%
Q3 2016$4,495,000
-15.0%
151,541
-8.2%
1.12%
-20.6%
Q2 2016$5,287,000
+1.4%
165,026
-3.4%
1.41%
-6.5%
Q1 2016$5,214,000
+21.9%
170,836
-0.4%
1.51%
+17.9%
Q4 2015$4,277,000
+18.9%
171,484
+0.2%
1.28%
+13.7%
Q3 2015$3,596,000
+2.1%
171,092
+1.3%
1.12%
+15.9%
Q2 2015$3,523,000
-13.9%
168,872
+0.2%
0.97%
-14.9%
Q1 2015$4,091,000
-1.4%
168,493
-5.8%
1.14%
+35.8%
Q4 2014$4,151,000
+17.0%
178,827
+0.8%
0.84%
+24.4%
Q3 2014$3,547,000
-6.5%
177,340
-2.6%
0.68%
-4.5%
Q2 2014$3,792,000
+2.0%
182,148
-0.1%
0.71%
-5.5%
Q1 2014$3,718,000
+6.6%
182,242
+9.4%
0.75%
+50.8%
Q4 2013$3,487,000
+8.2%
166,625
+3.8%
0.50%
-0.6%
Q3 2013$3,222,000
+27.0%
160,542
+20.4%
0.50%
+18.2%
Q2 2013$2,537,000133,3290.42%
Other shareholders
YORK WTR CO shareholders Q3 2023
NameSharesValueWeighting ↓
HARBOR INVESTMENT ADVISORY, LLC 56,249$2,621,0000.42%
ELCO Management Co., LLC 8,184$381,0000.33%
Teton Advisors, Inc. 44,007$2,051,0000.29%
Clear Harbor Asset Management, LLC 30,625$1,427,0000.20%
BOENNING & SCATTERGOOD, INC. 18,805$876,0000.19%
Manchester Capital Management LLC 22,554$1,051,0000.16%
Costello Asset Management, INC 4,443$207,0000.16%
COLLECTIVE FAMILY OFFICE LLC 5,090$237,0000.13%
Gratus Capital, LLC 18,618$868,0000.12%
GPS Wealth Strategies Group, LLC 5,335$249,0000.09%
View complete list of YORK WTR CO shareholders