VALLEY NATIONAL ADVISERS INC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 282 filers reported holding NEW JERSEY RES in Q2 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$26
-16.1%
6410.0%0.01%0.0%
Q2 2023$31
-8.8%
6410.0%0.01%
-16.7%
Q1 2023$34
+6.2%
6410.0%0.01%0.0%
Q4 2022$32
-99.9%
6410.0%0.01%
+20.0%
Q3 2022$26,000
-7.1%
6410.0%0.01%
-16.7%
Q2 2022$28,000
-3.4%
6410.0%0.01%0.0%
Q1 2022$29,000
-9.4%
641
-19.0%
0.01%0.0%
Q4 2021$32,000
+14.3%
7910.0%0.01%
+20.0%
Q3 2021$28,000
-9.7%
7910.0%0.01%
-16.7%
Q2 2021$31,000
-3.1%
7910.0%0.01%0.0%
Q1 2021$32,000
-42.9%
791
-50.0%
0.01%
-50.0%
Q4 2020$56,000
+30.2%
1,5810.0%0.01%
+20.0%
Q3 2020$43,000
-44.2%
1,581
-33.3%
0.01%
-44.4%
Q2 2020$77,000
-4.9%
2,3710.0%0.02%
-18.2%
Q1 2020$81,000
-23.6%
2,3710.0%0.02%
-18.5%
Q4 2019$106,000
-0.9%
2,3710.0%0.03%
-6.9%
Q3 2019$107,000
-9.3%
2,3710.0%0.03%
-9.4%
Q2 2019$118,0000.0%2,3710.0%0.03%
-5.9%
Q1 2019$118,000
+9.3%
2,3710.0%0.03%
-2.9%
Q4 2018$108,000
-0.9%
2,3710.0%0.04%
-7.9%
Q3 2018$109,000
+2.8%
2,3710.0%0.04%
-5.0%
Q2 2018$106,000
+11.6%
2,3710.0%0.04%
+14.3%
Q1 2018$95,0000.0%2,3710.0%0.04%
+6.1%
Q4 2017$95,000
-5.0%
2,3710.0%0.03%
-2.9%
Q3 2017$100,000
-15.3%
2,371
-19.9%
0.03%
-19.0%
Q2 2017$118,000
+0.9%
2,9600.0%0.04%
-6.7%
Q1 2017$117,000
+11.4%
2,9600.0%0.04%
-6.2%
Q4 2016$105,000
+8.2%
2,9600.0%0.05%
-4.0%
Q3 2016$97,000
-14.9%
2,9600.0%0.05%
-15.3%
Q2 2016$114,000
+5.6%
2,9600.0%0.06%
+1.7%
Q1 2016$108,000
+10.2%
2,9600.0%0.06%0.0%
Q4 2015$98,000
+10.1%
2,9600.0%0.06%
+7.4%
Q3 2015$89,000
+8.5%
2,9600.0%0.05%
+17.4%
Q2 2015$82,000
-10.9%
2,9600.0%0.05%
-14.8%
Q1 2015$92,000
+35.3%
2,960
+100.0%
0.05%
+5.9%
Q4 2014$68,0001,4800.05%
Other shareholders
NEW JERSEY RES shareholders Q2 2022
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 187,097$6,651,0002.76%
Tortoise Index Solutions, LLC 200,500$7,128,0002.01%
Energy Income Partners, LLC 1,608,896$57,196,0001.63%
JOHN G ULLMAN & ASSOCIATES INC 257,165$9,142,0001.42%
Cox Capital Mgt LLC 50,910$1,810,0001.38%
Newport Capital Group, LLC 39,563$1,406,0001.21%
A. D. Beadell Investment Counsel, Inc. 43,900$1,560,0001.10%
MATTERN CAPITAL MANAGEMENT, LLC 130,464$4,638,0001.10%
Hartford Financial Management Inc. 76,500$2,720,0000.72%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,311,600$46,627,0000.68%
View complete list of NEW JERSEY RES shareholders