Retirement Planning Co of New England, Inc. - YORK WTR CO ownership

YORK WTR CO's ticker is YORW and the CUSIP is 987184108. A total of 134 filers reported holding YORK WTR CO in Q3 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.0%.

Quarter-by-quarter ownership
Retirement Planning Co of New England, Inc. ownership history of YORK WTR CO
ValueSharesWeighting
Q3 2023$296,399
-32.3%
7,906
-25.4%
0.16%
-34.5%
Q2 2023$437,566
-6.9%
10,603
+0.8%
0.25%
-11.6%
Q1 2023$470,127
-1.4%
10,517
-0.8%
0.28%
-8.4%
Q4 2022$476,951
+18.9%
10,604
+1.4%
0.31%
+7.2%
Q3 2022$401,000
-2.7%
10,456
+2.4%
0.29%
+3.2%
Q2 2022$412,000
+7.9%
10,213
+20.2%
0.28%
+30.1%
Q1 2022$382,000
+1.6%
8,500
+12.3%
0.22%
+18.0%
Q4 2021$376,0007,5690.18%
Other shareholders
YORK WTR CO shareholders Q3 2023
NameSharesValueWeighting ↓
HARBOR INVESTMENT ADVISORY, LLC 56,249$2,621,0000.42%
ELCO Management Co., LLC 8,184$381,0000.33%
Teton Advisors, Inc. 44,007$2,051,0000.29%
Clear Harbor Asset Management, LLC 30,625$1,427,0000.20%
BOENNING & SCATTERGOOD, INC. 18,805$876,0000.19%
Manchester Capital Management LLC 22,554$1,051,0000.16%
Costello Asset Management, INC 4,443$207,0000.16%
COLLECTIVE FAMILY OFFICE LLC 5,090$237,0000.13%
Gratus Capital, LLC 18,618$868,0000.12%
GPS Wealth Strategies Group, LLC 5,335$249,0000.09%
View complete list of YORK WTR CO shareholders