Steward Partners Investment Advisory, LLC - YORK WTR CO ownership

YORK WTR CO's ticker is YORW and the CUSIP is 987184108. A total of 139 filers reported holding YORK WTR CO in Q2 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of YORK WTR CO
ValueSharesWeighting
Q3 2023$26,306
-8.9%
702
+0.3%
0.00%
Q2 2023$28,889
-53.8%
700
-50.0%
0.00%
-100.0%
Q1 2023$62,580
-0.6%
1,4000.0%0.00%0.0%
Q4 2022$62,972
+6.7%
1,400
-8.8%
0.00%0.0%
Q3 2022$59,000
+3.5%
1,535
+9.6%
0.00%0.0%
Q2 2022$57,000
-9.5%
1,4000.0%0.00%0.0%
Q1 2022$63,000
-10.0%
1,4000.0%0.00%0.0%
Q4 2021$70,000
+14.8%
1,4000.0%0.00%0.0%
Q3 2021$61,000
-3.2%
1,4000.0%0.00%0.0%
Q2 2021$63,000
-100.0%
1,400
-50.0%
0.00%0.0%
Q1 2021$137,116,000
+210847.7%
2,800
+100.0%
0.00%0.0%
Q4 2020$65,000
+10.2%
1,4000.0%0.00%0.0%
Q3 2020$59,000
-11.9%
1,4000.0%0.00%
-50.0%
Q2 2020$67,000
+11.7%
1,4000.0%0.00%0.0%
Q1 2020$60,000
-6.2%
1,4000.0%0.00%0.0%
Q4 2019$64,000
+4.9%
1,4000.0%0.00%0.0%
Q3 2019$61,000
+22.0%
1,4000.0%0.00%0.0%
Q2 2019$50,000
+138.1%
1,400
+100.0%
0.00%
+100.0%
Q3 2018$21,000
-4.5%
7000.0%0.00%0.0%
Q2 2018$22,000
+4.8%
7000.0%0.00%0.0%
Q1 2018$21,000
-8.7%
7000.0%0.00%
-50.0%
Q4 2017$23,0000.0%7000.0%0.00%0.0%
Q3 2017$23,000
-4.2%
7000.0%0.00%
-33.3%
Q2 2017$24,0000.0%7000.0%0.00%
-25.0%
Q1 2017$24,000
-7.7%
7000.0%0.00%
-66.7%
Q4 2016$26,0007000.01%
Other shareholders
YORK WTR CO shareholders Q2 2023
NameSharesValueWeighting ↓
WFG Advisors, LP 151,541$4,495,0001.12%
Clear Harbor Asset Management, LLC 33,925$1,006,0000.22%
North Star Investment Management Corp. 37,900$1,124,0000.20%
PHILADELPHIA TRUST CO 46,165$1,369,0000.12%
Teton Advisors, Inc. 44,037$1,306,0000.11%
Manchester Capital Management LLC 20,474$607,0000.09%
EMERALD ADVISERS, LLC 67,487$2,002,0000.09%
JFS WEALTH ADVISORS, LLC 7,500$222,0000.06%
FULTON BANK, N.A. 15,593$462,0000.04%
Geneos Wealth Management Inc. 10,281$304,0000.04%
View complete list of YORK WTR CO shareholders