Purchases and Sales Made in Q2 2023 in New Jersey Resources Corp (NJR)
This table provides information about the institutional ownership of New Jersey Resources Corp (NJR) during Q2 2023. The information is specifically focused on institutions that hold shares of NEW JERSEY RESOURCES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24+ 0.55% |
$1.1K - $1.33K
|
4.39K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 0.03% |
$920 - $1.11K
|
74.9K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12+ 0.17% |
$552 - $666
|
7.04K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 90.0% |
$414 - $499
|
19
$877
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$322 - $388
|
6.61K
$305K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$276 - $333
|
6
$277
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.59% |
$276 - $333
|
1.02K
$47.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.26% |
$184 - $222
|
1.55K
$71.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 0.91% |
$184 - $222
|
443
$20.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.26% |
$184 - $222
|
1.55K
$71.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.03% |
$138 - $166
|
9.16K
$423K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$92 - $111
|
7.67K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 1.61% |
$92 - $111
|
126
$5.81K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$46 - $55.5
|
32.7K
$1.51M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.85% |
$46 - $55.5
|
119
$5.49K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$46 - $55.5
|
6.3K
$290K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 3.7% |
$46 - $55.5
|
26
$1.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 9.09% |
$92 - $111
|
20
$923
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.81% |
$92 - $111
|
244
$11.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7- 63.64% |
$322 - $388
|
4
$185
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 29.63% |
$368 - $444
|
19
$877
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11- 12.79% |
$506 - $610
|
75
$3.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15- 0.24% |
$690 - $832
|
6.24K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-21- 0.39% |
$966 - $1.16K
|
5.4K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 57.5% |
$1.06K - $1.28K
|
17
$784
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24- 0.23% |
$1.1K - $1.33K
|
10.3K
$477K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-25- 0.57% |
$1.15K - $1.39K
|
4.39K
$203K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-45- 0.85% |
$2.07K - $2.5K
|
5.25K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-49- 0.11% |
$2.25K - $2.72K
|
43.7K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-56- 38.62% |
$2.57K - $3.11K
|
89
$4.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 32.39% |
$2.62K - $3.16K
|
119
$5.49K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-58- 4.32% |
$2.67K - $3.22K
|
1.29K
$59.3K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-58- 4.32% |
$2.67K - $3.22K
|
1.29K
$59.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-62- 9.28% |
$2.85K - $3.44K
|
606
$28K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-66- 5.08% |
$3.03K - $3.66K
|
1.23K
$56.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-72- 1.26% |
$3.31K - $3.99K
|
5.65K
$261K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-91- 62.76% |
$4.18K - $5.05K
|
54
$2.49K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-128- 1.46% |
$5.89K - $7.1K
|
8.64K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-128- 0.74% |
$5.89K - $7.1K
|
17.2K
$796K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160- 9.7% |
$7.36K - $8.87K
|
1.49K
$68.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-169- 1.33% |
$7.77K - $9.37K
|
12.5K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-169- 1.99% |
$7.77K - $9.37K
|
8.34K
$385K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-173- 2.03% |
$7.95K - $9.59K
|
8.33K
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-176- 2.47% |
$8.09K - $9.76K
|
6.95K
$321K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-177- 3.06% |
$8.14K - $9.82K
|
5.61K
$259K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-178- 2.15% |
$8.18K - $9.87K
|
8.1K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-197- 0.51% |
$9.06K - $10.9K
|
38.6K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-203- 1.13% |
$9.33K - $11.3K
|
17.7K
$817K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-219- 1.28% |
$10.1K - $12.1K
|
16.9K
$780K
|