AE Wealth Management LLC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 267 filers reported holding NEW JERSEY RES in Q4 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$227,949
-69.0%
5,610
-64.0%
0.00%
-75.0%
Q2 2023$735,683
-7.8%
15,586
+3.9%
0.00%
-20.0%
Q1 2023$797,821
+7.9%
14,997
+0.7%
0.01%0.0%
Q4 2022$739,072
+29.9%
14,895
+1.4%
0.01%0.0%
Q3 2022$569,000
-9.7%
14,692
+3.9%
0.01%0.0%
Q2 2022$630,000
+170.4%
14,137
+111.5%
0.01%
+150.0%
Q3 2021$233,000
-7.5%
6,684
+5.0%
0.00%0.0%
Q2 2021$252,000
-0.8%
6,364
+0.0%
0.00%
-33.3%
Q1 2021$254,000
+12.4%
6,3620.0%0.00%0.0%
Q4 2020$226,000
+9.7%
6,362
+1.0%
0.00%0.0%
Q2 2020$206,000
-2.8%
6,297
+1.0%
0.00%
-40.0%
Q1 2020$212,000
-23.5%
6,237
+0.3%
0.01%
-16.7%
Q4 2019$277,000
-1.8%
6,216
-0.5%
0.01%
-25.0%
Q3 2019$282,000
-9.0%
6,245
+0.3%
0.01%
-11.1%
Q2 2019$310,000
+6.2%
6,228
+6.1%
0.01%
-55.0%
Q1 2019$292,000
+9.4%
5,869
+0.3%
0.02%
-56.5%
Q4 2018$267,000
-6.3%
5,850
-5.3%
0.05%
+187.5%
Q3 2018$285,000
+5.2%
6,176
+2.2%
0.02%
-11.1%
Q2 2018$271,000
+10.2%
6,045
-1.6%
0.02%
-5.3%
Q1 2018$246,0000.0%6,141
+0.3%
0.02%
-13.6%
Q4 2017$246,000
-4.3%
6,122
+0.3%
0.02%
-8.3%
Q3 2017$257,000
+3.2%
6,104
-2.6%
0.02%
-20.0%
Q2 2017$249,000
+18.0%
6,264
+17.4%
0.03%
-23.1%
Q1 2017$211,0005,3370.04%
Other shareholders
NEW JERSEY RES shareholders Q4 2020
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 206,505$10,986,0662.10%
FOREFRONT WEALTH MANAGEMENT INC. 17,918$953,2611.25%
MATTERN CAPITAL MANAGEMENT, LLC 130,426$6,938,6631.22%
JOHN G ULLMAN & ASSOCIATES INC 137,063$7,2921.13%
Hartford Financial Management Inc. 76,500$4,069,8001.05%
MOODY ALDRICH PARTNERS LLC 89,969$4,786,3510.97%
Bragg Financial Advisors, Inc 290,453$15,452,1000.91%
ICON ADVISERS INC/CO 56,300$2,995,1600.76%
Smallwood Wealth Investment Management, LLC 12,680$674,5600.64%
Clear Harbor Asset Management, LLC 106,933$5,688,8360.59%
View complete list of NEW JERSEY RES shareholders