Institutional Ownership Global Water Resources, Inc. (GWRS)
This table provides information about the institutional ownership of Global Water Resources, Inc. (GWRS). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 7.93 Million shares, which have been reported (via 13F filing form) to have a value of $71.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
440
shares
|
$3,955
0.0% of portfolio
|
Q1 2024
Reduced 73.57%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
432
shares
|
$3,883
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
271
shares
|
$2,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
210
shares
|
$1,887
0.0% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
133
shares
|
$1,195
0.0% of portfolio
|
Q1 2025
Reduced 87.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
126
shares
|
$1,132
0.0% of portfolio
|
Q3 2025
Added 472.73%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
109
shares
|
$979
0.0% of portfolio
|
Q3 2025
Reduced 51.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
79
shares
|
$710
0.0% of portfolio
|
Q3 2025
Added 71.74%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
55
shares
|
$494
0.0% of portfolio
|
Q3 2025
Added 266.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
52
shares
|
$467
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
47
shares
|
$422
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
39
shares
|
$350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
12
shares
|
$107
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
7
shares
|
$62
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6
shares
|
$53
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|