Concord Wealth Partners - MIDDLESEX WATER CO ownership

MIDDLESEX WATER CO's ticker is MSEX and the CUSIP is 596680108. A total of 155 filers reported holding MIDDLESEX WATER CO in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of MIDDLESEX WATER CO
ValueSharesWeighting
Q3 2023$59,912
-17.8%
904
+0.1%
0.01%
-18.8%
Q2 2023$72,843
+3.4%
903
+0.1%
0.02%
-20.0%
Q1 2023$70,458
-0.6%
902
+0.1%
0.02%
-4.8%
Q4 2022$70,863
-10.3%
901
+0.2%
0.02%
-4.5%
Q2 2022$79,000
-31.9%
899
-18.4%
0.02%
-26.7%
Q1 2022$116,000
-12.1%
1,102
+0.2%
0.03%
-6.2%
Q4 2021$132,000
+112.9%
1,100
+83.3%
0.03%
+28.0%
Q3 2021$62,000
+26.5%
6000.0%0.02%
+78.6%
Q2 2021$49,000
+4.3%
6000.0%0.01%
-12.5%
Q1 2021$47,000
+9.3%
6000.0%0.02%
-51.5%
Q4 2020$43,0006000.03%
Other shareholders
MIDDLESEX WATER CO shareholders Q4 2020
NameSharesValueWeighting ↓
TSP Capital Management Group, LLC 117,526$9,181,0943.32%
CARL STUART INVESTMENT ADVISOR, INC 209$801,9060.77%
Penn Capital Management Company, LLC 52,266$4,083,0200.41%
Ergoteles LLC 95,715$7,477,2560.29%
Clean Yield Group 8,161$637,5370.27%
Financial Architects, Inc 16,251$1,269,5470.20%
Campbell & CO Investment Adviser LLC 10,155$793,3090.15%
AFFINITY WEALTH MANAGEMENT LLC 8,000$624,9600.15%
MITCHELL MCLEOD PUGH & WILLIAMS INC 5,582$436,0450.14%
Farmers & Merchants Trust Co of Long Beach 5,579$435,8310.12%
View complete list of MIDDLESEX WATER CO shareholders