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MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

215 managers (216 13F filers) reported a position in MSEX shares at 2025-03-31, 13,835,448 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
215
13F filers
216
New
32
Added
57
Reduced
76
Sold out
24
Shares held by filers
13,835,448

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Parallel Advisors, LLC23$1.49K<0.01%-5813F-HRTimeline
GPS Wealth Strategies Group, LLC20$1.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.19$1.22K<0.01%-513F-HRTimeline
Private Wealth Management Group, LLC17$1.09K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust12$770<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12$769<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC10$641<0.01%-1513F-HRTimeline
Larson Financial Group LLC9$577<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8$513<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.5$325<0.01%013F-HRTimeline
Stephens Consulting, LLC5$321<0.01%new13F-HRTimeline
Abound Wealth Management3$193<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.1$64<0.01%013F-HRTimeline
Covestor Ltd2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.