LIBERTY WEALTH MANAGEMENT LLC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 320 filers reported holding NEW JERSEY RES in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2021$52,000
-11.9%
1,4880.0%0.02%
-17.4%
Q2 2021$59,000
+11.3%
1,4880.0%0.02%
-11.5%
Q1 2021$53,0000.0%1,4880.0%0.03%0.0%
Q4 2020$53,000
+32.5%
1,4880.0%0.03%
+8.3%
Q3 2020$40,000
-18.4%
1,4880.0%0.02%
-29.4%
Q2 2020$49,000
-3.9%
1,4880.0%0.03%
-24.4%
Q1 2020$51,000
-22.7%
1,4880.0%0.04%
-13.5%
Q4 2019$66,000
-18.5%
1,488
-16.8%
0.05%
-32.5%
Q3 2019$81,000
-9.0%
1,7880.0%0.08%
-1.3%
Q2 2019$89,0000.0%1,7880.0%0.08%
+16.4%
Q1 2019$89,000
+9.9%
1,7880.0%0.07%
+11.7%
Q4 2018$81,0001,7880.06%
Other shareholders
NEW JERSEY RES shareholders Q3 2023
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 203,366$6,908,0002.82%
Hartford Financial Management Inc. 76,500$2,599,0001.04%
Clear Harbor Asset Management, LLC 129,462$4,398,0001.02%
MATTERN CAPITAL MANAGEMENT, LLC 85,850$2,916,0000.99%
A. D. Beadell Investment Counsel, Inc. 26,975$916,0000.99%
Energy Income Partners, LLC 950,490$32,288,0000.95%
Legacy Advisors, LLC 25,196$864,0000.86%
Savior LLC 20,291$689,0000.81%
Mercer Capital Advisers, Inc. 29,582$1,005,0000.74%
ICW Investment Advisors LLC 22,709$771,0000.73%
View complete list of NEW JERSEY RES shareholders