Costello Asset Management, INC - 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
Costello Asset Management, INC ownership history of YORK WTR CO
ValueSharesWeighting
Q3 2023$102,235
-23.2%
2,727
-15.5%
0.09%
-17.5%
Q2 2023$133,178
-7.7%
3,2270.0%0.11%
-23.0%
Q1 2023$144,247
-0.6%
3,2270.0%0.15%
+13.0%
Q4 2022$145,150
+17.1%
3,2270.0%0.13%
+12.0%
Q3 2022$124,000
-4.6%
3,2270.0%0.12%
+4.5%
Q2 2022$130,000
-10.3%
3,2270.0%0.11%
+12.0%
Q1 2022$145,000
-17.6%
3,227
-8.5%
0.10%
-7.4%
Q4 2021$176,000
+14.3%
3,5270.0%0.11%
+10.2%
Q3 2021$154,000
-11.0%
3,527
-7.8%
0.10%
-13.3%
Q2 2021$173,000
-18.8%
3,827
-11.9%
0.11%
-23.1%
Q1 2021$213,000
+2.9%
4,344
-2.2%
0.15%
-6.4%
Q4 2020$207,000
+7.3%
4,443
-2.5%
0.16%
-7.6%
Q3 2020$193,000
-11.9%
4,558
+0.0%
0.17%
-20.9%
Q2 2020$219,000
-4.4%
4,557
-13.3%
0.22%
-21.2%
Q3 2019$229,000
-46.1%
5,255
-60.3%
0.27%
-50.4%
Q4 2018$425,00013,2510.55%
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