Middlesex Water Company Ownership 2024 | Who Owns Middlesex Water Company Now?


OverviewRevenueFinancialsChart

Institutional Ownership

71.50%

Insider Ownership

1.66%

Retail Ownership

26.85%

Institutional Holders

193.00

Middlesex Water Company Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.18.86%0.00%3,360,935-43,275-1.27%175,642,471Jun 30, 2024
VANGUARD GROUP INC7.79%0.00%1,388,155-42,022-2.94%72,544,981Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.07%0.04%1,259,640221,42921.33%65,829,000Jun 30, 2024
STATE STREET CORP4.27%0.00%760,35729,4844.03%39,736,257,000Jun 30, 2024
MORGAN STANLEY3.03%0.00%540,284-61,274-10.19%28,235,304Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.54%0.01%452,326-1,851-0.41%23,638,996Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.42%0.00%431,12930,8757.71%22,535,763Jun 30, 2024
INVESCO LTD.1.55%0.00%276,782-133,523-32.54%14,464,628Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.47%0.02%262,700-22,000-7.73%13,728,702Jun 30, 2024
KBC GROUP NV1.43%0.04%255,015--13,327,000Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.29%0.00%229,64214,3606.67%12,001,091Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.23%0.00%219,11924,40012.53%11,451,169Jun 30, 2024
NORTHERN TRUST CORP1.13%0.00%202,199-667-0.33%10,566,920,000Jun 30, 2024
FIRST MANHATTAN CO. LLC.1.05%0.03%187,758-5,130-2.66%9,812,233Jun 30, 2024
THEMATICS ASSET MANAGEMENT0.96%0.36%171,00046,00036.80%8,936,460Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.90%0.00%160,43712,0318.11%8,384,438Jun 30, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.77%0.42%136,476136,476100.00%7,132,236Jun 30, 2024
PROSHARE ADVISORS LLC0.72%0.02%127,628-23,193-15.38%6,669,840Jun 30, 2024
GOLDMAN SACHS GROUP INC0.70%0.00%125,35559,65190.79%6,551,053Jun 30, 2024
AMUNDI0.68%0.00%120,493-10,537-8.04%6,354,801Jun 30, 2024

Middlesex Water Company's largest institutional shareholder is BLACKROCK INC., holding 18.86% of the company's total share outstanding, currently valued at $175.64M. The top 10 institutional shareholders own together 50.44% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TSP CAPITAL MANAGEMENT GROUP, LLC0.62%1.80%109,635-2,997-2.66%5,729,531Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.47%0.42%84,50023,02637.46%4,415,970Jun 30, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.77%0.42%136,476136,476100.00%7,132,236Jun 30, 2024
THEMATICS ASSET MANAGEMENT0.96%0.36%171,00046,00036.80%8,936,460Jun 30, 2024
CLEAN YIELD GROUP0.04%0.14%6,925-150-2.12%361,901Jun 30, 2024
TETON ADVISORS, INC.0.03%0.11%5,000--261,300Jun 30, 2024
FARMERS & MERCHANTS TRUST CO OF LONG BEACH0.03%0.08%5,579--291,558Jun 30, 2024
AFFINITY WEALTH MANAGEMENT LLC0.04%0.07%7,000--365,820Jun 30, 2024
MITCHELL MCLEOD PUGH & WILLIAMS INC0.02%0.05%4,428-878-16.55%231,392Jun 30, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC0.06%0.05%10,447--545,960Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.07%0.04%1,259,640221,42921.33%65,829,000Jun 30, 2024
KBC GROUP NV1.43%0.04%255,015--13,327,000Jun 30, 2024
INSPIRE INVESTING, LLC0.04%0.04%6,624-176-2.59%346,170Jun 30, 2024
CENTERBOOK PARTNERS LP0.07%0.04%11,900-12,252-50.73%621,894Jun 30, 2024
PARCION PRIVATE WEALTH LLC0.04%0.04%8,000--418,080Jun 30, 2024
ZIMMER PARTNERS, LP0.21%0.04%37,73837,738100.00%1,972,188Jun 30, 2024
FIRST MANHATTAN CO. LLC.1.05%0.03%187,758-5,130-2.66%9,812,233Jun 30, 2024
SOUTHEAST ASSET ADVISORS INC.0.03%0.03%4,749--248,157Jun 30, 2024
CLARITY ASSET MANAGEMENT, INC.0.00%0.03%78691.16%41,076Jun 30, 2024
GUYASUTA INVESTMENT ADVISORS INC0.03%0.03%6,000--393,720Jun 30, 2024

The largest Middlesex Water Company shareholder by % of total assets is TSP CAPITAL MANAGEMENT GROUP, LLC. The company owns 109.64K shares of Middlesex Water Company (MSEX), representing 1.80% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.7.07%0.04%1,259,640221,42921.33%65,829,000Jun 30, 2024
CRAMER ROSENTHAL MCGLYNN LLC0.77%0.42%136,476136,476100.00%7,132,236Jun 30, 2024
GOLDMAN SACHS GROUP INC0.70%0.00%125,35559,65190.79%6,551,053Jun 30, 2024
THEMATICS ASSET MANAGEMENT0.96%0.36%171,00046,00036.80%8,936,460Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.22%0.03%38,57038,570100.00%2,015,668Jun 30, 2024
ZIMMER PARTNERS, LP0.21%0.04%37,73837,738100.00%1,972,188Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.42%0.00%431,12930,8757.71%22,535,763Jun 30, 2024
STATE STREET CORP4.27%0.00%760,35729,4844.03%39,736,257,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.23%0.00%219,11924,40012.53%11,451,169Jun 30, 2024
WALLEYE CAPITAL LLC0.25%0.00%44,79223,622111.58%2,340,830Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC0.47%0.42%84,50023,02637.46%4,415,970Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.29%0.00%51,71319,03758.26%2,702,521Jun 30, 2024
LPL FINANCIAL LLC0.12%0.00%21,86717,594411.75%1,142,763Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.29%0.00%229,64214,3606.67%12,001,091Jun 30, 2024
D. E. SHAW & CO., INC.0.21%0.00%37,00313,36456.53%1,933,777Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.07%0.00%12,30312,303100.00%642,955Jun 30, 2024
TOROSO INVESTMENTS, LLC0.07%0.01%12,15812,158100.00%635,377Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.90%0.00%160,43712,0318.11%8,384,438Jun 30, 2024
BANK OF MONTREAL /CAN/0.06%0.00%10,75110,751100.00%576,684Jun 30, 2024
BANK OF AMERICA CORP /DE/0.23%0.00%40,87910,68835.40%2,136,339Jun 30, 2024

As of Jun 30 2024, Middlesex Water Company's largest institutional buyer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company purchased 221.43K stocks of MSEX, valued at $65.83M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
INVESCO LTD.1.55%0.00%276,782-133,523-32.54%14,464,628Jun 30, 2024
ELEQUIN SECURITIES, LLC----61,474-100.00%-Jun 30, 2024
MORGAN STANLEY3.03%0.00%540,284-61,274-10.19%28,235,304Jun 30, 2024
FOUNDRY PARTNERS, LLC----56,400-100.00%-Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D----55,079-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.39%0.01%69,635-49,584-41.59%3,639,125Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.22%0.00%39,664-43,852-52.51%2,072,841Jun 30, 2024
BLACKROCK INC.18.86%0.00%3,360,935-43,275-1.27%175,642,471Jun 30, 2024
VANGUARD GROUP INC7.79%0.00%1,388,155-42,022-2.94%72,544,981Jun 30, 2024
SG AMERICAS SECURITIES, LLC0.02%0.00%4,031-30,175-88.22%211,000Jun 30, 2024
PROSHARE ADVISORS LLC0.72%0.02%127,628-23,193-15.38%6,669,840Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.47%0.02%262,700-22,000-7.73%13,728,702Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC----21,203-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.12%0.00%21,360-17,604-45.18%1,116,274Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----15,082-100.00%-Jun 30, 2024
CENTERBOOK PARTNERS LP0.07%0.04%11,900-12,252-50.73%621,894Jun 30, 2024
AMUNDI0.68%0.00%120,493-10,537-8.04%6,354,801Jun 30, 2024
UBS GROUP AG0.19%0.00%33,809-9,987-22.80%1,766,858Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----9,469-100.00%-Jun 30, 2024
BARCLAYS PLC0.04%0.00%6,657-9,217-58.06%349,000Jun 30, 2024

As of Jun 30 2024, Middlesex Water Company's biggest institutional seller is INVESCO LTD.. The company sold -0.13M shares of MSEX, valued at $14.46M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRAMER ROSENTHAL MCGLYNN LLC0.77%0.42%136,476136,476100.00%7,132,236Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.22%0.03%38,57038,570100.00%2,015,668Jun 30, 2024
ZIMMER PARTNERS, LP0.21%0.04%37,73837,738100.00%1,972,188Jun 30, 2024
TOROSO INVESTMENTS, LLC0.07%0.01%12,15812,158100.00%635,377Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.06%0.00%10,65810,658100.00%556,987Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.00%10,25310,253100.00%535,822Jun 30, 2024
XTX TOPCO LTD0.03%0.03%5,6485,648100.00%295,164Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.03%0.00%5,5265,526100.00%288,789Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.03%0.00%5,1085,108100.00%267,000Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.00%0.00%751751100.00%39,000Jun 30, 2024
IFP ADVISORS, INC0.00%0.00%500500100.00%26,130Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%126126100.00%6,656Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%7070100.00%3,659Jun 30, 2024
GPS WEALTH STRATEGIES GROUP, LLC0.00%0.00%2020100.00%1,045Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC0.00%-1313100.00%687Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--55100.00%261Jun 30, 2024
LARSON FINANCIAL GROUP LLC--44100.00%209Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%33100.00%157Jun 30, 2024

Middlesex Water Company's largest new institutional shareholder by number of shares is CRAMER ROSENTHAL MCGLYNN LLC, purchased 136.48K shares, valued at $7.13M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ELEQUIN SECURITIES, LLC----61,474-100.00%-Jun 30, 2024
FOUNDRY PARTNERS, LLC----56,400-100.00%-Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D----55,079-100.00%-Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC----21,203-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----15,082-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----9,469-100.00%-Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC----8,196-100.00%-Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA----5,277-100.00%-Jun 30, 2024
SEQUOIA FINANCIAL ADVISORS, LLC----5,074-100.00%-Jun 30, 2024
HANDELSBANKEN FONDER AB----5,057-100.00%-Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC----1,334-100.00%-Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC----963-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----923-100.00%-Jun 30, 2024
BALDWIN BROTHERS LLC/MA----200-100.00%-Jun 30, 2024
FIRST FINANCIAL CORP /IN/----184-100.00%-Jun 30, 2024
QUARRY LP----65-100.00%-Jun 30, 2024
VERSANT CAPITAL MANAGEMENT, INC----45-100.00%-Jun 30, 2024
CLEAR STREET MARKETS LLC----10-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----4-100.00%-Jun 30, 2024

Middlesex Water Company's largest sold out institutional shareholder by shares sold is ELEQUIN SECURITIES, LLC, sold -61.47K shares, valued at -, as of undefined.

Middlesex Water Company Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
TAX MANAGED SMALL CAP PORTFOLIO0.27%14,358--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.12%1,211,350--Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.05%191,253--Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.04%335,36360,60022.06%Mar 31, 2024
SYNTAX ETF TRUST0.03%1,00621026.38%Mar 31, 2024
Humankind Benefit Corp0.03%5708818.26%Dec 31, 2023
VANGUARD ADMIRAL FUNDS0.02%107,7726,9586.90%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.02%12,757--Mar 31, 2024
Manager Directed Portfolios0.02%3,565--Jan 31, 2024
FRONTIER FUNDS, INC.0.02%6,365--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.02%18,020-2,509-12.22%Jan 31, 2024
GABELLI UTILITY TRUST0.02%6,700--Dec 29, 2023
BNY MELLON INVESTMENT PORTFOLIOS0.02%8,894520.59%Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.01%44,593--Mar 31, 2024
GABELLI UTILITIES FUND0.01%8,250--Dec 29, 2023
Principal Diversified Select Real Asset Fund0.01%542--Mar 31, 2024
CALVERT IMPACT FUND INC0.01%128,83829,70929.97%Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.01%101,978--Mar 31, 2024
TETON WESTWOOD FUNDS0.01%5,000-200-3.85%Dec 29, 2023
GABELLI GLOBAL UTILITY & INCOME TRUST0.01%1,000--Dec 29, 2023
EATON VANCE SPECIAL INVESTMENT TRUST0.01%9,251--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%30,961-806-2.54%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%2,665--Mar 31, 2024
GABELLI EQUITY SERIES FUNDS INC0.00%3,500--Dec 29, 2023
AMG FUNDS III0.00%18,559--Mar 28, 2024
PFM Multi-Manager Series Trust0.00%2,919--Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%7,013--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%644--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%10,272--Jan 31, 2024
Federated Hermes MDT Series0.00%5,944--Jan 31, 2024
IndexIQ ETF Trust0.00%5,357--Jan 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%6,362931.48%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%834,453-261,338-23.85%Mar 31, 2024
Fidelity Commonwealth Trust II0.00%12,524--Aug 31, 2023
VANGUARD SPECIALIZED FUNDS0.00%101,0837570.75%Jan 31, 2024
Procure ETF Trust II0.00%106--Jan 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%7,450420.57%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%22,430-1,505-6.29%Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%48,476-152-0.31%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%91,445-29,411-24.34%Jan 31, 2024
TIMOTHY PLAN0.00%4,76163915.50%Mar 31, 2024
ETF Managers Trust0.00%6,911--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%171,8118,3315.10%Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III0.00%9,400--Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%139,3332220.16%Mar 31, 2024
Calvert Variable Products, Inc.0.00%1,742--Mar 31, 2024
FORUM FUNDS II0.00%600--Jan 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%8,6053,82980.17%Feb 29, 2024
KP Funds0.00%26,960--Sep 30, 2020
SHELTON FUNDS0.00%802-159-16.55%Feb 29, 2024
PROSHARES TRUST0.00%116,4349,7639.15%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%454,638118,97235.44%Jan 31, 2024
VANGUARD WORLD FUND0.00%107,8462,9572.82%Feb 29, 2024
T. Rowe Price Index Trust, Inc.0.00%9,8124,10171.81%Mar 31, 2024
ALLSPRING MASTER TRUST0.00%27,434--Feb 29, 2024
Krane Shares Trust0.00%7,372--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%3,9641,16441.57%Mar 28, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%11,404-861-7.02%Mar 31, 2024
STEWARD FUNDS, INC.0.00%897--Jan 31, 2024
SunAmerica Specialty Series0.00%141--Apr 30, 2021
Catholic Responsible Investments Funds0.00%9,792-7-0.07%Jan 31, 2024
PRUDENTIAL SERIES FUND0.00%18,557-400-2.11%Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,15927731.41%Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%11,185-165-1.45%Dec 31, 2023
Invesco Exchange-Traded Fund Trust II0.00%59,767-2,895-4.62%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%5,984-1,264-17.44%Mar 31, 2024
NEW COVENANT FUNDS0.00%790--Dec 31, 2023
Global X Funds0.00%8,0216,945645.45%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%822-51-5.84%Mar 31, 2024
SCHWAB STRATEGIC TRUST0.00%93,3883,3693.74%Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%113-15-11.72%Sep 30, 2023
Dimensional ETF Trust0.00%68,8952550.37%Jan 31, 2024
FINANCIAL INVESTORS TRUST0.00%11,803--Jan 31, 2024
iSHARES TRUST0.00%2,323,54935,0941.53%Mar 31, 2024
THRIVENT SERIES FUND INC0.00%15,448-419-2.64%Mar 28, 2024
PRAXIS MUTUAL FUNDS0.00%1,520-6,050-79.92%Dec 31, 2023
SA FUNDS INVESTMENT TRUST0.00%2,133--Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%179--Mar 31, 2024
HC CAPITAL TRUST0.00%3,3282,702431.63%Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%6,42360010.30%Mar 31, 2024
OHIO NATIONAL FUND INC0.00%1,96038024.05%Mar 31, 2024
NORTHERN FUNDS0.00%13,622-109-0.79%Mar 28, 2024
TIAA-CREF LIFE FUNDS0.00%240--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%1,023616.34%Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%4,166--Mar 31, 2024
FLEXSHARES TRUST0.00%6,304-1,841-22.60%Jan 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%3,068-49-1.57%Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%6,793--Mar 31, 2024
GPS Funds I0.00%299--Mar 31, 2024
ProFunds0.00%639-66-9.36%Mar 31, 2024
OLD WESTBURY FUNDS INC0.00%7,143--Jan 31, 2024
AdvisorShares Trust0.00%198--Mar 28, 2024
AMERICAN CENTURY ETF TRUST0.00%5,401--Feb 29, 2024
RBB FUND, INC.0.00%4,300--Feb 29, 2024
VANGUARD SCOTTSDALE FUNDS0.00%80,4739,77113.82%Feb 29, 2024
EQ ADVISORS TRUST0.00%46,013-977-2.08%Mar 31, 2024
RYDEX SERIES FUNDS0.00%160--Dec 31, 2023
J.P. Morgan Exchange-Traded Fund Trust0.00%17,365-1,333-7.13%Jan 31, 2024
SEASONS SERIES TRUST0.00%826-10-1.20%Mar 31, 2024
Two Roads Shared Trust0.00%1,289--Jan 31, 2024

Middlesex Water Company's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 14.36K shares, compromising 0.27% of its total assets.

Middlesex Water Company Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 241931.58%
31 Mar, 24190-1.04%
31 Dec, 231923.23%
30 Sep, 23186-
30 Jun, 23186-7.46%
31 Mar, 23201-1.47%
31 Dec, 222045.15%
30 Sep, 22194-3.96%
30 Jun, 222023.06%
31 Mar, 22196-5.31%
31 Dec, 212078.95%
30 Sep, 2119018.75%
30 Jun, 211600.63%
31 Mar, 211593.25%
31 Dec, 20154-0.65%
30 Sep, 201550.65%
30 Jun, 201544.05%
31 Mar, 20148-5.73%
31 Dec, 191572.61%
30 Sep, 19153-4.97%
30 Jun, 191610.63%
31 Mar, 19160-1.84%
31 Dec, 1816319.85%
30 Sep, 181362.26%
30 Jun, 181333.91%
31 Mar, 18128-3.76%
31 Dec, 171336.40%
30 Sep, 171252.46%
30 Jun, 17122-1.61%
31 Mar, 17124-6.77%
31 Dec, 161330.76%
30 Sep, 16132-6.38%
30 Jun, 161417.63%
31 Mar, 1613113.91%
31 Dec, 151151.77%
30 Sep, 151137.62%
30 Jun, 151053.96%
31 Mar, 151013.06%
31 Dec, 14984.26%
30 Sep, 14942.17%
30 Jun, 14923.37%
31 Mar, 14891.14%
31 Dec, 13887.32%
30 Sep, 13825.13%
30 Jun, 1378160.00%
31 Mar, 1330-3.23%
31 Dec, 1231-
30 Sep, 1231-8.82%
30 Jun, 12349.68%
31 Mar, 123110.71%
31 Dec, 11283.70%
30 Sep, 1127-
30 Jun, 11273.85%
31 Mar, 112623.81%
31 Dec, 1021-8.70%
30 Sep, 10234.55%
30 Jun, 102210.00%
31 Mar, 102033.33%
31 Dec, 091515.38%
30 Sep, 0913-31.58%
30 Jun, 091911.76%
31 Mar, 09176.25%
31 Dec, 0816-
30 Sep, 0816-5.88%
30 Jun, 081730.77%
31 Mar, 081318.18%
31 Dec, 071122.22%
30 Sep, 079-10.00%
30 Jun, 0710-
31 Mar, 0710-9.09%
31 Dec, 061157.14%
30 Sep, 067-12.50%
30 Jun, 068-20.00%
31 Mar, 061025.00%
31 Dec, 058-11.11%
30 Sep, 059-18.18%
30 Jun, 0511-
31 Mar, 051122.22%
31 Dec, 04912.50%
30 Sep, 048-
30 Jun, 048-20.00%
31 Mar, 041042.86%
31 Dec, 03716.67%
30 Sep, 036-
30 Jun, 036-
31 Mar, 036-
31 Dec, 026-
30 Sep, 02620.00%
30 Jun, 02525.00%
31 Mar, 02433.33%
31 Dec, 013-25.00%
30 Sep, 014-20.00%
30 Jun, 015400.00%
31 Mar, 011-
31 Dec, 001-
30 Jun, 001-
31 Mar, 001-50.00%
31 Dec, 992-
30 Sep, 992-50.00%
30 Jun, 994100.00%
31 Mar, 992-

As of 30 Jun 24, 193 institutions are holding Middlesex Water Company's shares, representing an increase of 1.58% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2412,740,1900.44%
31 Mar, 2412,684,062-0.72%
31 Dec, 2312,775,6682.33%
30 Sep, 2312,484,736-0.17%
30 Jun, 2312,505,9836.29%
31 Mar, 2311,765,869-5.20%
31 Dec, 2212,410,9643.63%
30 Sep, 2211,976,7151.32%
30 Jun, 2211,820,742-5.93%
31 Mar, 2212,565,4743.83%
31 Dec, 2112,101,767-2.71%
30 Sep, 2112,439,41715.85%
30 Jun, 2110,737,3420.25%
31 Mar, 2110,710,0850.22%
31 Dec, 2010,686,4051.96%
30 Sep, 2010,480,777-0.07%
30 Jun, 2010,487,6170.78%
31 Mar, 2010,406,498-1.05%
31 Dec, 1910,516,6426.84%
30 Sep, 199,843,7415.14%
30 Jun, 199,362,4212.12%
31 Mar, 199,167,9131.72%
31 Dec, 189,012,916-1.18%
30 Sep, 189,120,1182.63%
30 Jun, 188,886,4804.63%
31 Mar, 188,492,8502.12%
31 Dec, 178,316,4561.18%
30 Sep, 178,219,7370.23%
30 Jun, 178,200,8572.51%
31 Mar, 178,000,1512.71%
31 Dec, 167,788,7434.19%
30 Sep, 167,475,6994.95%
30 Jun, 167,123,3535.00%
31 Mar, 166,784,4262.94%
31 Dec, 156,590,957-0.35%
30 Sep, 156,614,3221.96%
30 Jun, 156,487,1170.97%
31 Mar, 156,424,8410.82%
31 Dec, 146,372,5320.52%
30 Sep, 146,339,371-1.92%
30 Jun, 146,463,3970.28%
31 Mar, 146,445,4892.71%
31 Dec, 136,275,228-2.11%
30 Sep, 136,410,3472.55%
30 Jun, 136,251,204269.12%
31 Mar, 131,693,549-27.53%
31 Dec, 122,336,8346.73%
30 Sep, 122,189,419-22.73%
30 Jun, 122,833,3527.74%
31 Mar, 122,629,703-1.81%
31 Dec, 112,678,2311.80%
30 Sep, 112,630,852-19.09%
30 Jun, 113,251,604-6.64%
31 Mar, 113,482,79573.01%
31 Dec, 102,013,1031.47%
30 Sep, 101,983,88722.29%
30 Jun, 101,622,3199.13%
31 Mar, 101,486,542-21.95%
31 Dec, 091,904,71588.69%
30 Sep, 091,009,423-5.95%
30 Jun, 091,073,2383.80%
31 Mar, 091,033,972-51.08%
31 Dec, 082,113,69577.27%
30 Sep, 081,192,34413.10%
30 Jun, 081,054,21817.22%
31 Mar, 08899,37116.07%
31 Dec, 07774,8454.84%
30 Sep, 07739,1001.87%
30 Jun, 07725,5452.88%
31 Mar, 07705,255126.33%
31 Dec, 06311,60083.14%
30 Sep, 06170,140-24.56%
30 Jun, 06225,5199.70%
31 Mar, 06205,56926.80%
31 Dec, 05162,12531.57%
30 Sep, 05123,228-2.70%
30 Jun, 05126,648-37.39%
31 Mar, 05202,291-0.62%
31 Dec, 04203,54912.72%
30 Sep, 04180,574-15.20%
30 Jun, 04212,9512.69%
31 Mar, 04207,37956.21%
31 Dec, 03132,75423.18%
30 Sep, 03107,774117.57%
30 Jun, 0349,536-56.39%
31 Mar, 03113,577-0.40%
31 Dec, 02114,03112.37%
30 Sep, 02101,48019.58%
30 Jun, 0284,865-0.20%
31 Mar, 0285,03942.22%
31 Dec, 0159,79627.29%
30 Sep, 0146,975-40.52%
30 Jun, 0178,979577.93%
31 Mar, 0111,650-
31 Dec, 0011,650-
30 Jun, 0019,0501.60%
31 Mar, 0018,750-37.90%
31 Dec, 9930,194-53.68%
30 Sep, 9965,187-47.70%
30 Jun, 99124,63747.30%
31 Mar, 9984,614-

Middlesex Water Company (MSEX) has 12.74M shares outstanding as of 30 Jun 24, up 0.44% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2471.50%1.41%
31 Mar, 2471.18%1.39%
31 Dec, 2371.69%1.45%
30 Sep, 2370.30%1.41%
30 Jun, 2370.60%1.59%
31 Mar, 2366.65%1.34%
31 Dec, 2270.53%1.53%
30 Sep, 2267.94%1.50%
30 Jun, 2267.23%1.31%
31 Mar, 2271.65%1.44%
31 Dec, 2170.53%1.39%
30 Sep, 2171.12%1.89%
30 Jun, 2161.40%1.63%
31 Mar, 2161.28%1.64%
31 Dec, 2061.21%1.70%
30 Sep, 2060.01%1.66%
30 Jun, 2060.06%1.69%
31 Mar, 2059.68%1.50%
31 Dec, 1963.03%1.79%
30 Sep, 1959.26%1.84%
30 Jun, 1956.68%1.82%
31 Mar, 1955.81%1.84%
31 Dec, 1855.01%1.78%
30 Sep, 1855.63%1.89%
30 Jun, 1854.23%2.01%
31 Mar, 1851.93%2.00%
31 Dec, 1750.93%2.01%
30 Sep, 1750.30%2.00%
30 Jun, 1750.21%2.08%
31 Mar, 1749.08%2.14%
31 Dec, 1647.87%2.27%
30 Sep, 1645.91%2.40%
30 Jun, 1643.78%2.51%
31 Mar, 1641.79%2.52%
31 Dec, 1540.75%2.44%
30 Sep, 1540.82%2.53%
30 Jun, 1540.17%2.53%
31 Mar, 1539.83%2.53%
31 Dec, 1439.70%2.56%
30 Sep, 1439.38%2.42%
30 Jun, 1440.35%2.48%
31 Mar, 1440.35%2.61%
31 Dec, 1339.33%2.41%
30 Sep, 1340.36%2.59%
30 Jun, 1339.49%34.40%
31 Mar, 1310.71%4.86%
31 Dec, 1214.85%7.68%
30 Sep, 1213.91%4.28%
30 Jun, 1218.03%6.42%
31 Mar, 1216.76%5.73%
31 Dec, 1117.10%6.03%
30 Sep, 1116.84%3.88%
30 Jun, 1120.85%4.17%
31 Mar, 1122.36%11.85%
31 Dec, 1013.74%8.41%
30 Sep, 1012.78%9.48%
30 Jun, 1011.61%9.63%
31 Mar, 1010.98%5.53%
31 Dec, 0914.10%25.06%
30 Sep, 097.50%11.75%
30 Jun, 097.99%13.44%
31 Mar, 097.71%3.10%
31 Dec, 0815.78%19.78%
30 Sep, 088.93%14.15%
30 Jun, 087.95%17.25%
31 Mar, 086.79%19.81%
31 Dec, 075.85%18.68%
30 Sep, 075.60%18.50%
30 Jun, 075.50%19.20%
31 Mar, 075.35%77.33%
31 Dec, 062.63%122.93%
30 Sep, 061.46%38.78%
30 Jun, 061.94%61.78%
31 Mar, 061.77%90.01%
31 Dec, 051.40%121.51%
30 Sep, 051.07%86.97%
30 Jun, 051.11%35.10%
31 Mar, 051.78%52.73%
31 Dec, 041.84%72.15%
30 Sep, 041.60%43.10%
30 Jun, 041.92%50.07%
31 Mar, 041.96%123.95%
31 Dec, 031.26%119.49%
30 Sep, 031.03%457.37%
30 Jun, 030.47%39.55%
31 Mar, 031.09%90.10%
31 Dec, 021.10%113.87%
30 Sep, 020.98%144.08%
30 Jun, 020.83%118.57%
31 Mar, 020.83%241.04%
31 Dec, 010.59%273.94%
30 Sep, 010.46%76.17%
30 Jun, 010.78%5868.43%
31 Mar, 010.12%856.90%
31 Dec, 000.12%-
30 Jun, 000.19%541.43%
31 Mar, 000.19%199.51%
31 Dec, 990.31%69.44%
30 Sep, 990.66%41.06%
30 Jun, 991.27%165.45%
31 Mar, 990.88%-

As of 30 Jun 24, Middlesex Water Company is held by 71.50% institutional shareholders, representing a 1.41% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2488-19.27%
31 Mar, 2410917.20%
31 Dec, 239317.72%
30 Sep, 2379-
30 Jun, 2379-5.95%
31 Mar, 2384-20.75%
31 Dec, 2210632.50%
30 Sep, 2280-5.88%
30 Jun, 22858.97%
31 Mar, 2278-20.41%
31 Dec, 2198-3.92%
30 Sep, 2110241.67%
30 Jun, 217212.50%
31 Mar, 2164-4.48%
31 Dec, 206726.42%
30 Sep, 2053-22.06%
30 Jun, 206821.43%
31 Mar, 2056-23.29%
31 Dec, 197332.73%
30 Sep, 1955-27.63%
30 Jun, 19764.11%
31 Mar, 19731.39%
31 Dec, 187230.91%
30 Sep, 1855-1.79%
30 Jun, 185614.29%
31 Mar, 1849-22.22%
31 Dec, 176336.96%
30 Sep, 1746-19.30%
30 Jun, 175732.56%
31 Mar, 17432.38%
31 Dec, 1642-17.65%
30 Sep, 1651-16.39%
30 Jun, 1661-3.17%
31 Mar, 166357.50%
31 Dec, 1540-13.04%
30 Sep, 15466.98%
30 Jun, 15434.88%
31 Mar, 1541-
31 Dec, 144128.13%
30 Sep, 1432-23.81%
30 Jun, 144210.53%
31 Mar, 1438-15.56%
31 Dec, 13459.76%
30 Sep, 1341-32.79%
30 Jun, 1361369.23%
31 Mar, 1313-13.33%
31 Dec, 1215-25.00%
30 Sep, 12205.26%
30 Jun, 121935.71%
31 Mar, 1214-12.50%
31 Dec, 1116-
30 Sep, 111614.29%
30 Jun, 1114-
31 Mar, 111416.67%
31 Dec, 1012-7.69%
30 Sep, 1013-7.14%
30 Jun, 10147.69%
31 Mar, 101344.44%
31 Dec, 099125.00%
30 Sep, 094-71.43%
30 Jun, 09147.69%
31 Mar, 091362.50%
31 Dec, 088-27.27%
30 Sep, 0811-15.38%
30 Jun, 081330.00%
31 Mar, 081066.67%
31 Dec, 07620.00%
30 Sep, 075-16.67%
30 Jun, 07650.00%
31 Mar, 074-20.00%
31 Dec, 06525.00%
30 Sep, 064-33.33%
30 Jun, 06650.00%
31 Mar, 064100.00%
31 Dec, 052-33.33%
30 Sep, 053-50.00%
30 Jun, 056-
31 Mar, 05650.00%
31 Dec, 044100.00%
30 Sep, 042-50.00%
30 Jun, 044-33.33%
31 Mar, 046-14.29%
31 Dec, 037133.33%
30 Sep, 03350.00%
30 Jun, 032-
31 Mar, 032-50.00%
31 Dec, 024-
30 Sep, 02433.33%
30 Jun, 023-
31 Mar, 023-
31 Dec, 013-
30 Sep, 013-25.00%
30 Jun, 014-
31 Mar, 01--100.00%
31 Dec, 001-
30 Jun, 001-
31 Mar, 00--100.00%
31 Dec, 991-
30 Sep, 991-66.67%
30 Jun, 99350.00%
31 Mar, 992-

88 institutional shareholders have increased their position in MSEX stock as of 30 Jun 24 compared to 109 in the previous quarter (a -19.27% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 246763.41%
31 Mar, 2441-31.67%
31 Dec, 2360-4.76%
30 Sep, 23631.61%
30 Jun, 2362-16.22%
31 Mar, 237457.45%
31 Dec, 2247-21.67%
30 Sep, 2260-13.04%
30 Jun, 2269-2.82%
31 Mar, 22717.58%
31 Dec, 216640.43%
30 Sep, 2147-
30 Jun, 2147-16.07%
31 Mar, 215633.33%
31 Dec, 2042-25.00%
30 Sep, 205621.74%
30 Jun, 2046-8.00%
31 Mar, 20508.70%
31 Dec, 1946-9.80%
30 Sep, 195115.91%
30 Jun, 1944-8.33%
31 Mar, 19482.13%
31 Dec, 184717.50%
30 Sep, 18402.56%
30 Jun, 1839-7.14%
31 Mar, 184244.83%
31 Dec, 1729-17.14%
30 Sep, 173516.67%
30 Jun, 1730-21.05%
31 Mar, 1738-25.49%
31 Dec, 165130.77%
30 Sep, 1639-13.33%
30 Jun, 164525.00%
31 Mar, 1636-12.20%
31 Dec, 154120.59%
30 Sep, 15346.25%
30 Jun, 15323.23%
31 Mar, 15313.33%
31 Dec, 1430-9.09%
30 Sep, 143326.92%
30 Jun, 1426-7.14%
31 Mar, 142816.67%
31 Dec, 1324-4.00%
30 Sep, 1325150.00%
30 Jun, 1310-9.09%
31 Mar, 1311-8.33%
31 Dec, 1212100.00%
30 Sep, 126-33.33%
30 Jun, 129-10.00%
31 Mar, 121025.00%
31 Dec, 11814.29%
30 Sep, 117-12.50%
30 Jun, 11860.00%
31 Mar, 115-28.57%
31 Dec, 10775.00%
30 Sep, 104-33.33%
30 Jun, 10650.00%
31 Mar, 104100.00%
31 Dec, 092-60.00%
30 Sep, 09525.00%
30 Jun, 09433.33%
31 Mar, 093-50.00%
31 Dec, 08650.00%
30 Sep, 08433.33%
30 Jun, 083-
31 Mar, 08--100.00%
31 Dec, 071-
30 Sep, 071-
30 Jun, 071-75.00%
31 Mar, 07433.33%
31 Dec, 063-
30 Sep, 063-
30 Jun, 06--100.00%
31 Mar, 064100.00%
31 Dec, 052-
30 Sep, 052-50.00%
30 Jun, 054-20.00%
31 Mar, 055400.00%
31 Dec, 041-75.00%
30 Sep, 044300.00%
30 Jun, 041-66.67%
31 Mar, 043-
31 Dec, 03--100.00%
30 Sep, 031-50.00%
30 Jun, 032100.00%
31 Mar, 031-
31 Dec, 02--100.00%
30 Sep, 021-50.00%
30 Jun, 022-
31 Mar, 02--
31 Dec, 01--
30 Sep, 01--100.00%
30 Jun, 011-
31 Mar, 01--
31 Dec, 00--
30 Jun, 00--100.00%
31 Mar, 001-
31 Dec, 991-
30 Sep, 991-
30 Jun, 991-
31 Mar, 99--

67 institutional shareholders have reduced their position in MSEX stock as of 30 Jun 24 compared to 41 in the previous quarter (a 63.41% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 241931.58%12,740,1900.44%71.50%1.41%88-19.27%6763.41%
31 Mar, 24190-1.04%12,684,062-0.72%71.18%1.39%10917.20%41-31.67%
31 Dec, 231923.23%12,775,6682.33%71.69%1.45%9317.72%60-4.76%
30 Sep, 23186-12,484,736-0.17%70.30%1.41%79-631.61%
30 Jun, 23186-7.46%12,505,9836.29%70.60%1.59%79-5.95%62-16.22%
31 Mar, 23201-1.47%11,765,869-5.20%66.65%1.34%84-20.75%7457.45%
31 Dec, 222045.15%12,410,9643.63%70.53%1.53%10632.50%47-21.67%
30 Sep, 22194-3.96%11,976,7151.32%67.94%1.50%80-5.88%60-13.04%
30 Jun, 222023.06%11,820,742-5.93%67.23%1.31%858.97%69-2.82%
31 Mar, 22196-5.31%12,565,4743.83%71.65%1.44%78-20.41%717.58%
31 Dec, 212078.95%12,101,767-2.71%70.53%1.39%98-3.92%6640.43%
30 Sep, 2119018.75%12,439,41715.85%71.12%1.89%10241.67%47-
30 Jun, 211600.63%10,737,3420.25%61.40%1.63%7212.50%47-16.07%
31 Mar, 211593.25%10,710,0850.22%61.28%1.64%64-4.48%5633.33%
31 Dec, 20154-0.65%10,686,4051.96%61.21%1.70%6726.42%42-25.00%
30 Sep, 201550.65%10,480,777-0.07%60.01%1.66%53-22.06%5621.74%
30 Jun, 201544.05%10,487,6170.78%60.06%1.69%6821.43%46-8.00%
31 Mar, 20148-5.73%10,406,498-1.05%59.68%1.50%56-23.29%508.70%
31 Dec, 191572.61%10,516,6426.84%63.03%1.79%7332.73%46-9.80%
30 Sep, 19153-4.97%9,843,7415.14%59.26%1.84%55-27.63%5115.91%
30 Jun, 191610.63%9,362,4212.12%56.68%1.82%764.11%44-8.33%
31 Mar, 19160-1.84%9,167,9131.72%55.81%1.84%731.39%482.13%
31 Dec, 1816319.85%9,012,916-1.18%55.01%1.78%7230.91%4717.50%
30 Sep, 181362.26%9,120,1182.63%55.63%1.89%55-1.79%402.56%
30 Jun, 181333.91%8,886,4804.63%54.23%2.01%5614.29%39-7.14%
31 Mar, 18128-3.76%8,492,8502.12%51.93%2.00%49-22.22%4244.83%
31 Dec, 171336.40%8,316,4561.18%50.93%2.01%6336.96%29-17.14%
30 Sep, 171252.46%8,219,7370.23%50.30%2.00%46-19.30%3516.67%
30 Jun, 17122-1.61%8,200,8572.51%50.21%2.08%5732.56%30-21.05%
31 Mar, 17124-6.77%8,000,1512.71%49.08%2.14%432.38%38-25.49%
31 Dec, 161330.76%7,788,7434.19%47.87%2.27%42-17.65%5130.77%
30 Sep, 16132-6.38%7,475,6994.95%45.91%2.40%51-16.39%39-13.33%
30 Jun, 161417.63%7,123,3535.00%43.78%2.51%61-3.17%4525.00%
31 Mar, 1613113.91%6,784,4262.94%41.79%2.52%6357.50%36-12.20%
31 Dec, 151151.77%6,590,957-0.35%40.75%2.44%40-13.04%4120.59%
30 Sep, 151137.62%6,614,3221.96%40.82%2.53%466.98%346.25%
30 Jun, 151053.96%6,487,1170.97%40.17%2.53%434.88%323.23%
31 Mar, 151013.06%6,424,8410.82%39.83%2.53%41-313.33%
31 Dec, 14984.26%6,372,5320.52%39.70%2.56%4128.13%30-9.09%
30 Sep, 14942.17%6,339,371-1.92%39.38%2.42%32-23.81%3326.92%
30 Jun, 14923.37%6,463,3970.28%40.35%2.48%4210.53%26-7.14%
31 Mar, 14891.14%6,445,4892.71%40.35%2.61%38-15.56%2816.67%
31 Dec, 13887.32%6,275,228-2.11%39.33%2.41%459.76%24-4.00%
30 Sep, 13825.13%6,410,3472.55%40.36%2.59%41-32.79%25150.00%
30 Jun, 1378160.00%6,251,204269.12%39.49%34.40%61369.23%10-9.09%
31 Mar, 1330-3.23%1,693,549-27.53%10.71%4.86%13-13.33%11-8.33%
31 Dec, 1231-2,336,8346.73%14.85%7.68%15-25.00%12100.00%
30 Sep, 1231-8.82%2,189,419-22.73%13.91%4.28%205.26%6-33.33%
30 Jun, 12349.68%2,833,3527.74%18.03%6.42%1935.71%9-10.00%
31 Mar, 123110.71%2,629,703-1.81%16.76%5.73%14-12.50%1025.00%
31 Dec, 11283.70%2,678,2311.80%17.10%6.03%16-814.29%
30 Sep, 1127-2,630,852-19.09%16.84%3.88%1614.29%7-12.50%
30 Jun, 11273.85%3,251,604-6.64%20.85%4.17%14-860.00%
31 Mar, 112623.81%3,482,79573.01%22.36%11.85%1416.67%5-28.57%
31 Dec, 1021-8.70%2,013,1031.47%13.74%8.41%12-7.69%775.00%
30 Sep, 10234.55%1,983,88722.29%12.78%9.48%13-7.14%4-33.33%
30 Jun, 102210.00%1,622,3199.13%11.61%9.63%147.69%650.00%
31 Mar, 102033.33%1,486,542-21.95%10.98%5.53%1344.44%4100.00%
31 Dec, 091515.38%1,904,71588.69%14.10%25.06%9125.00%2-60.00%
30 Sep, 0913-31.58%1,009,423-5.95%7.50%11.75%4-71.43%525.00%
30 Jun, 091911.76%1,073,2383.80%7.99%13.44%147.69%433.33%
31 Mar, 09176.25%1,033,972-51.08%7.71%3.10%1362.50%3-50.00%
31 Dec, 0816-2,113,69577.27%15.78%19.78%8-27.27%650.00%
30 Sep, 0816-5.88%1,192,34413.10%8.93%14.15%11-15.38%433.33%
30 Jun, 081730.77%1,054,21817.22%7.95%17.25%1330.00%3-
31 Mar, 081318.18%899,37116.07%6.79%19.81%1066.67%--100.00%
31 Dec, 071122.22%774,8454.84%5.85%18.68%620.00%1-
30 Sep, 079-10.00%739,1001.87%5.60%18.50%5-16.67%1-
30 Jun, 0710-725,5452.88%5.50%19.20%650.00%1-75.00%
31 Mar, 0710-9.09%705,255126.33%5.35%77.33%4-20.00%433.33%
31 Dec, 061157.14%311,60083.14%2.63%122.93%525.00%3-
30 Sep, 067-12.50%170,140-24.56%1.46%38.78%4-33.33%3-
30 Jun, 068-20.00%225,5199.70%1.94%61.78%650.00%--100.00%
31 Mar, 061025.00%205,56926.80%1.77%90.01%4100.00%4100.00%
31 Dec, 058-11.11%162,12531.57%1.40%121.51%2-33.33%2-
30 Sep, 059-18.18%123,228-2.70%1.07%86.97%3-50.00%2-50.00%
30 Jun, 0511-126,648-37.39%1.11%35.10%6-4-20.00%
31 Mar, 051122.22%202,291-0.62%1.78%52.73%650.00%5400.00%
31 Dec, 04912.50%203,54912.72%1.84%72.15%4100.00%1-75.00%
30 Sep, 048-180,574-15.20%1.60%43.10%2-50.00%4300.00%
30 Jun, 048-20.00%212,9512.69%1.92%50.07%4-33.33%1-66.67%
31 Mar, 041042.86%207,37956.21%1.96%123.95%6-14.29%3-
31 Dec, 03716.67%132,75423.18%1.26%119.49%7133.33%--100.00%
30 Sep, 036-107,774117.57%1.03%457.37%350.00%1-50.00%
30 Jun, 036-49,536-56.39%0.47%39.55%2-2100.00%
31 Mar, 036-113,577-0.40%1.09%90.10%2-50.00%1-
31 Dec, 026-114,03112.37%1.10%113.87%4---100.00%
30 Sep, 02620.00%101,48019.58%0.98%144.08%433.33%1-50.00%
30 Jun, 02525.00%84,865-0.20%0.83%118.57%3-2-
31 Mar, 02433.33%85,03942.22%0.83%241.04%3---
31 Dec, 013-25.00%59,79627.29%0.59%273.94%3---
30 Sep, 014-20.00%46,975-40.52%0.46%76.17%3-25.00%--100.00%
30 Jun, 015400.00%78,979577.93%0.78%5868.43%4-1-
31 Mar, 011-11,650-0.12%856.90%--100.00%--
31 Dec, 001-11,650-0.12%-1---
30 Jun, 001-19,0501.60%0.19%541.43%1---100.00%
31 Mar, 001-50.00%18,750-37.90%0.19%199.51%--100.00%1-
31 Dec, 992-30,194-53.68%0.31%69.44%1-1-
30 Sep, 992-50.00%65,187-47.70%0.66%41.06%1-66.67%1-
30 Jun, 994100.00%124,63747.30%1.27%165.45%350.00%1-
31 Mar, 992-84,614-0.88%-2---

Middlesex Water Company Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 23, 2024REINHARD WALTER Gdirector-S-SaleSell857$57.16$48.99K-

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 26, 2024Zerhouni Mohammed G.officer SVP, CFO and TreasurerF-InKindSell687$53.48$36.74K1,356
Jun 24, 2024Zerhouni Mohammed G.officer SVP, CFO and TreasurerSell---2,043
Jun 21, 2024OCONNOR A BRUCEofficer SVP, CFO and TreasurerJ-OtherSell8,911$51.64$460.16K-
May 23, 2024REINHARD WALTER Gdirector-S-SaleSell857$57.16$48.99K-
Apr 03, 2024Sohler Bernadette Mofficer VP-Corporate AffairsJ-OtherSell848$52.50$44.52K3,952
Apr 03, 2024Simpson Georgia Mofficer VP-Information TechnologyJ-OtherSell237$52.50$12.44K3,762
Apr 03, 2024OCONNOR A BRUCEofficer Sr. VP & CFOJ-OtherSell2,848$52.50$149.52K8,911
Apr 03, 2024Kooper Jay Lofficer VP, Gen. Counsel & SecretaryJ-OtherSell357$52.50$18.74K4,078
Apr 03, 2024Ginegaw Lorrie Bethofficer VP, Human Resources, MBAJ-OtherSell848$52.50$44.52K4,163

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 26, 2024Zerhouni Mohammed G.officer SVP, CFO and TreasurerA-AwardBuy2,043$51.40$105.01K2,043
Jun 26, 2024Zerhouni Mohammed G.officer SVP, CFO and TreasurerF-InKindSell687$53.48$36.74K1,356
Jun 24, 2024Zerhouni Mohammed G.officer SVP, CFO and TreasurerSell---2,043
Jun 21, 2024OCONNOR A BRUCEofficer SVP, CFO and TreasurerF-InKindBuy4,385$51.64$226.44K24,265
Jun 21, 2024OCONNOR A BRUCEofficer SVP, CFO and TreasurerJ-OtherSell8,911$51.64$460.16K-
May 23, 2024REINHARD WALTER Gdirector-S-SaleSell857$57.16$48.99K-
Apr 03, 2024Sohler Bernadette Mofficer VP-Corporate AffairsA-AwardBuy904$52.50$47.46K4,800
Apr 03, 2024Sohler Bernadette Mofficer VP-Corporate AffairsJ-OtherSell848$52.50$44.52K3,952
Apr 03, 2024Sohler Bernadette Mofficer VP-Corporate AffairsF-InKindBuy377$52.50$19.79K1,721
Apr 03, 2024Simpson Georgia Mofficer VP-Information TechnologyA-AwardBuy957$52.50$50.24K3,999
Apr 03, 2024Simpson Georgia Mofficer VP-Information TechnologyJ-OtherSell237$52.50$12.44K3,762
Apr 03, 2024Simpson Georgia Mofficer VP-Information TechnologyF-InKindBuy105$52.50$5.51K409
Apr 03, 2024OCONNOR A BRUCEofficer Sr. VP & CFOF-InKindBuy1,399$52.50$73.45K19,880
Apr 03, 2024OCONNOR A BRUCEofficer Sr. VP & CFOJ-OtherSell2,848$52.50$149.52K8,911
Apr 03, 2024Kooper Jay Lofficer VP, Gen. Counsel & SecretaryA-AwardBuy1,143$52.50$60.01K4,435
Apr 03, 2024Kooper Jay Lofficer VP, Gen. Counsel & SecretaryJ-OtherSell357$52.50$18.74K4,078
Apr 03, 2024Kooper Jay Lofficer VP, Gen. Counsel & SecretaryF-InKindBuy159$52.50$8.35K159
Apr 03, 2024Ginegaw Lorrie Bethofficer VP, Human Resources, MBAA-AwardBuy942$52.50$49.45K5,011
Apr 03, 2024Ginegaw Lorrie Bethofficer VP, Human Resources, MBAJ-OtherSell848$52.50$44.52K4,163
Apr 03, 2024Ginegaw Lorrie Bethofficer VP, Human Resources, MBAF-InKindBuy375$52.50$19.69K3,941

The last insider sell of Middlesex Water Company's stock was made by Zerhouni Mohammed G. on Jun 26 2024, selling 687 shares at $53.48 per share (valued at $36.74K).

Middlesex Water Company Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242512208.33%
Q1 20244666.67%
Q4 2023-4-
Q2 2023-2-
Q1 2023237328.57%
Q4 2022-9-
Q2 2022237328.57%
Q1 2022-4-
Q4 202132150.00%
Q3 2021-14-
Q2 20212412200.00%
Q1 2021-2-
Q3 2020-3-
Q2 2020155300.00%
Q1 2020-8-
Q4 2019---
Q3 201951631.25%
Q2 2019135260.00%
Q1 2019-5-
Q4 201871741.18%

25 total buy trades, and 12 total sell trades (buy/sell ratio of 2.08%) were made by Middlesex Water Company's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 20241--
Q4 2023-4-
Q2 2023-2-
Q1 2023---
Q4 2022-8-
Q2 2022-1-
Q1 2022-4-
Q4 2021-2-
Q3 2021-14-
Q2 2021-5-
Q1 2021-2-
Q3 2020-3-
Q2 2020-5-
Q1 2020-8-
Q4 2019---
Q3 2019-2-
Q2 2019-5-
Q1 2019-5-
Q4 2018-10-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Middlesex Water Company's stocks.

Middlesex Water Company Peer Ownership


TickerCompany
SJWSJW Group
AWRAmerican States Water Company
AWKAmerican Water Works Company, Inc.
WTRGEssential Utilities, Inc.
CWTCalifornia Water Service Group
ARTNAArtesian Resources Corporation
YORWThe York Water Company
CWCOConsolidated Water Co. Ltd.
GWRSGlobal Water Resources, Inc.

MSEX Ownership FAQ


Middlesex Water Company is owned by institutional shareholders (71.50%), insiders (1.66%), and public (26.85%). The largest institutional shareholder of Middlesex Water Company is BLACKROCK INC. (18.86% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.27% of total shares).

Middlesex Water Company's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., STATE STREET CORP, and MORGAN STANLEY. The top five shareholders own together 41.02% of the company's share outstanding.

As of Jun 2024, there are 193 institutional shareholders of Middlesex Water Company.

BLACKROCK INC owns 3.36M shares of Middlesex Water Company, representing 18.86% of the company's total shares outstanding, valued at $175.64M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 1.39M shares of Middlesex Water Company (MSEX), compromising 7.79% of the company, valued at $72.54M.

T. ROWE PRICE INVESTMENT MANAGEMENT, INC is the third largest holder of Middlesex Water Company. The company owns 1.26M of the company's shares outstanding (worth $65.83M).