Latest Institutional Transactions on New Jersey Resources Corp (NJR)
This table provides information on the latest institutional transactions involving New Jersey Resources Corp (NJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18.4KNew |
$847K - $1.02M
|
18.4K
$893K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.45KNew |
$296K - $357K
|
6.45K
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
47New |
$2.16K - $2.61K
|
47
$2.28K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.3KNew |
$198K - $238K
|
4.3K
$208K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
506+ 11.42% |
$23.3K - $28.1K
|
4.94K
$239K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
195New |
$8.97K - $10.8K
|
195
$9.45K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 27.66% |
$115K - $138K
|
6.53K
$317K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-21- 0.39% |
$966 - $1.16K
|
5.4K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
19.6KNew |
$900K - $1.08M
|
19.6K
$948K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.42K- 7.33% |
$65.1K - $78.5K
|
17.9K
$867K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.41K- 19.04% |
$64.7K - $78.1K
|
5.99K
$290K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
64New |
$2.94K - $3.55K
|
64
$3.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$276 - $333
|
6
$291
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 9.09% |
$92 - $111
|
20
$970
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-270- 32.53% |
$13.2K - $14.4K
|
560
$27.1K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.77KNew |
$428K - $467K
|
8.77K
$425K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-12Closed |
$585 - $638
|
0
$0
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.34KNew |
$260K - $284K
|
5.34K
$259K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.25K+ 11786.79% |
$305K - $332K
|
6.3K
$305K
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
148+ 3.56% |
$7.22K - $7.87K
|
4.31K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.5KNew |
$268K - $293K
|
5.5K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
60New |
$2.93K - $3.19K
|
60
$2.91K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
27New |
$1.32K - $1.44K
|
27
$1.31K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$48.8K - $53.2K
|
1K
$48.5K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-244- 4.77% |
$11.9K - $13K
|
4.87K
$236K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6.15KNew |
$300K - $327K
|
6.15K
$298K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
695New |
$33.9K - $37K
|
695
$33.7K
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-97.9K- 10.06% |
$4.78M - $5.21M
|
876K
$42.4M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.17K - $1.28K
|
24
$1.16K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1- 0.02% |
$48.8 - $53.2
|
5.87K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$48.8 - $53.2
|
1
$48.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 14.04% |
$390 - $426
|
65
$3.15K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
42New |
$2.05K - $2.23K
|
42
$2.04K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-1K- 66.67% |
$48.8K - $53.2K
|
500
$24.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
508New |
$24.8K - $27K
|
508
$24.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3.58K- 3.83% |
$175K - $191K
|
90K
$4.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.84KNew |
$187K - $204K
|
3.84K
$186K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.76% |
$195 - $213
|
528
$25.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
5.32KNew |
$260K - $283K
|
5.32K
$258K
|
|
| Q4 2022 | |||||||
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
13.4KNew |
$520K - $677K
|
13.4K
$647K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.94KNew |
$309K - $402K
|
7.94K
$385K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
31.6KNew |
$1.23M - $1.6M
|
31.6K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.48MNew |
$57.7M - $75.1M
|
1.48M
$71.8M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
658New |
$25.6K - $33.4K
|
658
$31.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-32.6K- 76.42% |
$1.27M - $1.65M
|
10.1K
$488K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-500- 2.94% |
$19.5K - $25.4K
|
16.5K
$800K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140+ 10.46% |
$5.46K - $7.1K
|
1.48K
$71.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.24K- 37.55% |
$126K - $164K
|
5.39K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
36New |
$1.4K - $1.83K
|
36
$1.75K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.21KNew |
$164K - $214K
|
4.21K
$204K
|
|