Arkadios Wealth Advisors - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 279 filers reported holding NEW JERSEY RES in Q4 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$467,245
-13.9%
11,5000.0%0.04%
-30.2%
Q2 2023$542,800
-34.7%
11,500
-26.4%
0.06%
-36.4%
Q1 2023$831,250
+4.3%
15,625
-2.7%
0.10%
-6.6%
Q4 2022$796,947
+15.7%
16,061
-9.7%
0.11%
+1.9%
Q3 2022$689,000
-13.2%
17,793
-0.2%
0.10%
-11.9%
Q2 2022$794,000
-6.3%
17,827
-3.5%
0.12%
+6.3%
Q1 2022$847,000
+2.9%
18,477
-7.8%
0.11%
+1.8%
Q4 2021$823,000
+14.3%
20,049
-3.2%
0.11%
+4.8%
Q3 2021$720,000
+5.1%
20,704
+19.5%
0.10%
+25.3%
Q2 2021$685,000
-6.9%
17,328
-6.2%
0.08%
-31.4%
Q1 2021$736,000
-1.2%
18,478
-11.9%
0.12%
-22.4%
Q4 2020$745,000
-99.9%
20,978
-2.4%
0.16%
-50.0%
Q3 2020$622,094,000
-5.0%
21,496
+3.1%
0.31%
-14.0%
Q2 2020$655,044,000
-5.5%
20,848
+2.2%
0.36%
-17.9%
Q1 2020$693,022,000
-18.8%
20,401
+3.1%
0.44%
-13.5%
Q4 2019$853,104,00019,7890.51%
Other shareholders
NEW JERSEY RES shareholders Q4 2021
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