Captrust Financial Advisors New Jersey Resources Corp Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in New Jersey Resources Corp stock. As of the latest transaction made, Captrust Financial Advisors holds 17,135 shares of NJR stock, worth $798,833. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,135
Previous 15,588 9.92%
Holding current value
$798,833
Previous $698,000 18.19%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$45.05 - $48.15 $69,692 - $74,488
1,547 Added 9.92%
17,135 $825,000
Q2 2025

Aug 14, 2025
SELL
$44.23 - $49.97 $18,620 - $21,037
-421 Reduced 2.63%
15,588 $698,000
Q1 2025

May 14, 2025
SELL
$45.25 - $49.37 $15,204 - $16,588
-336 Reduced 2.06%
16,009 $785,000
Q4 2024

Feb 14, 2025
BUY
$45.17 - $51.61 $31,890 - $36,436
706 Added 4.51%
16,345 $762,000
Q3 2024

Nov 14, 2024
BUY
$42.03 - $48.02 $27,403 - $31,309
652 Added 4.35%
15,639 $738,000
Q2 2024

Aug 14, 2024
BUY
$41.28 - $44.85 $45,036 - $48,931
1,091 Added 7.85%
14,987 $640,000
Q1 2024

May 15, 2024
SELL
$39.48 - $45.32 $251,684 - $288,915
-6,375 Reduced 31.45%
13,896 $596,000
Q4 2023

Feb 14, 2024
BUY
$39.34 - $45.06 $174,826 - $200,246
4,444 Added 28.08%
20,271 $903,000
Q3 2023

Nov 14, 2023
SELL
$40.63 - $47.41 $9,344 - $10,904
-230 Reduced 1.43%
15,827 $643,000
Q2 2023

Aug 14, 2023
BUY
$45.98 - $55.46 $7,678 - $9,261
167 Added 1.05%
16,057 $757,000
Q1 2023

May 15, 2023
BUY
$48.77 - $53.2 $16,191 - $17,662
332 Added 2.13%
15,890 $845,000
Q4 2022

Feb 15, 2023
SELL
$38.97 - $50.7 $4,247 - $5,526
-109 Reduced 0.7%
15,558 $771,000
Q3 2022

Nov 16, 2022
BUY
$38.7 - $47.19 $15,402 - $18,781
398 Added 2.61%
15,667 $606,000
Q2 2022

Aug 23, 2022
SELL
$41.33 - $47.17 $3,306 - $3,773
-80 Reduced 0.52%
15,269 $685,000
Q2 2022

Aug 16, 2022
BUY
$41.33 - $47.17 $21,243 - $24,245
514 Added 3.46%
15,349 $683,000
Q1 2022

May 16, 2022
BUY
$38.29 - $46.38 $111,462 - $135,012
2,911 Added 24.41%
14,835 $686,000
Q4 2021

Feb 14, 2022
SELL
$35.6 - $41.17 $20,256 - $23,425
-569 Reduced 4.55%
11,924 $494,000
Q3 2021

Nov 16, 2021
BUY
$34.68 - $40.52 $342,603 - $400,297
9,879 Added 377.93%
12,493 $439,000
Q2 2021

Aug 16, 2021
SELL
$39.56 - $44.15 $2,057 - $2,295
-52 Reduced 1.95%
2,614 $104,000
Q1 2021

May 17, 2021
BUY
$33.67 - $42.42 $60,841 - $76,652
1,807 Added 210.36%
2,666 $107,000
Q4 2020

Feb 16, 2021
BUY
$26.93 - $38.13 $2,935 - $4,156
109 Added 14.53%
859 $31,000
Q3 2020

Nov 17, 2020
BUY
$26.28 - $33.49 $2,522 - $3,215
96 Added 14.68%
750 $20,000
Q2 2020

Aug 14, 2020
BUY
$29.58 - $37.27 $19,345 - $24,374
654 New
654 $21,000

Others Institutions Holding NJR

# of Institutions
441
Shares Held
74.8M
Call Options Held
0
Put Options Held
0
View Full List

About NEW JERSEY RESOURCES CORP

NJR Quotes by TradingView
  • Ticker NJR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 96,228,400
  • Market Cap $4.49B
  • Description
  • New Jersey Resources Corporation, an energy services holding company, provides regulated gas distribution, and retail and wholesale energy services. The company operates through four segments: Natural Gas Distribution, Clean Energy Ventures, Energy Services, and Storage and Transportation. The Natural Gas Distribution segment offers regulated na...
More about NJR
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