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Unitil (UTL) Institutional Ownership

$50.79
-0.70 (-1.36%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for Unitil (NYSE:UTL)

Current
Institutional Ownership
Percentage
76.76%
Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$43.06M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$15.54M
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UTL Institutional Buying and Selling by Quarter

Unitil Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank12,774$669K0.0%+69.4%0.079%
5/16/2024 California State Teachers Retirement System16,082$842K0.0%-5.2%0.099%
5/15/2024 Price T Rowe Associates Inc. MD10,289$539K0.0%+7.0%0.064%
5/14/2024 Advisors Asset Management Inc.20,652$1.08M0.0%-7.2%0.128%
5/14/2024 CANADA LIFE ASSURANCE Co24,884$1.30M0.0%+9.5%0.154%
5/10/2024 Vanguard Group Inc.1,259,801$65.95M0.0%-1.1%7.794%
5/9/2024 Foundry Partners LLC113,720$5.95M0.3%-4.9%0.704%
5/9/2024 State Board of Administration of Florida Retirement System3,587$205K0.0%-21.3%0.022%
5/8/2024 Everence Capital Management Inc.4,640$243K0.0%N/A0.029%
5/8/2024 Russell Investments Group Ltd.81,960$4.29M0.0%+3.2%0.507%
5/7/2024 Sei Investments Co.105,588$5.53M0.0%-5.4%0.653%
5/7/2024 Anchor Capital Advisors LLC25,615$1.34M0.0%+1.2%0.159%
5/7/2024Susquehanna Fundamental Investments LLC6,610$346K0.0%N/A0.041%
5/1/2024 Janney Montgomery Scott LLC8,743$458K0.0%+30.0%0.054%
5/1/2024 BNP Paribas Financial Markets11,087$580K0.0%+145.7%0.069%
4/30/2024Commonwealth Equity Services LLC12,088$633K0.0%+5.0%0.075%
4/29/2024 Principal Financial Group Inc.83,677$4.38M0.0%-6.3%0.518%
4/29/2024 Meritage Portfolio Management5,320$279K0.0%-5.5%0.033%
4/26/2024 Yousif Capital Management LLC7,266$380K0.0%-8.7%0.045%
4/25/2024 Mendota Financial Group LLC3,074$161K0.1%N/A0.019%
4/24/2024 Assenagon Asset Management S.A.83,353$4.36M0.0%+22.9%0.516%
4/20/2024 Maryland State Retirement & Pension System19,555$954K0.0%+1.9%0.121%
4/16/2024 Hennessy Advisors Inc.15,698$822K0.0%-2.5%0.097%
4/12/2024 Annex Advisory Services LLC18,380$962K0.0%+7.7%0.114%
3/14/2024 Hennessy Advisors Inc.16,098$846K0.0%-4.7%0.100%
2/13/2024 Annex Advisory Services LLC17,065$897K0.0%+159.3%0.106%
2/13/2024 The Manufacturers Life Insurance Company 488,461$25.68M0.0%+20.8%3.034%
2/13/2024 Campbell & CO Investment Adviser LLC17,509$920K0.1%+114.5%0.109%
2/12/2024 Allianz Asset Management GmbH26,525$1.39M0.0%-21.2%0.165%
2/8/2024 Great Lakes Advisors LLC137,332$7.22M0.1%-23.2%0.853%
2/8/2024 Panagora Asset Management Inc.5,914$311K0.0%-34.4%0.037%
2/7/2024 Boston Partners5,881$309K0.0%-50.6%0.037%
2/7/2024 Principal Financial Group Inc.89,348$4.70M0.0%-1.4%0.555%
2/7/2024 Dimensional Fund Advisors LP436,061$22.92M0.0%-0.2%2.708%
2/7/2024 Jump Financial LLC5,400$284K0.0%N/A0.034%
2/7/2024 Johnson Investment Counsel Inc.50,233$2.64M0.0%+6.2%0.312%
2/7/2024 Teacher Retirement System of Texas12,900$678K0.0%+11.3%0.080%
2/6/2024 Charles Schwab Investment Management Inc.213,062$11.20M0.0%+4.7%1.323%
2/6/2024 Maryland State Retirement & Pension System19,190$1.01M0.0%+223.8%0.119%
2/6/2024 Amalgamated Bank6,308$332K0.0%-6.8%0.039%
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2/6/2024 Swiss National Bank31,700$1.67M0.0%-10.5%0.197%
2/5/2024 Victory Capital Management Inc.19,553$1.03M0.0%N/A0.121%
2/5/2024 Anchor Capital Advisors LLC25,314$1.33M0.0%+27.1%0.157%
2/1/2024 Yousif Capital Management LLC7,956$418K0.0%-8.6%0.049%
2/1/2024 New York State Common Retirement Fund14,338$754K0.0%-4.0%0.089%
2/1/2024 Illinois Municipal Retirement Fund9,035$475K0.0%-5.7%0.056%
2/1/2024 Wedge Capital Management L L P NC13,307$700K0.0%N/A0.083%
2/1/2024 Foundry Partners LLC119,540$6.28M0.4%+5.8%0.742%
2/1/2024 Sigma Planning Corp3,956$208K0.0%N/A0.025%
1/30/2024 Flputnam Investment Management Co.3,869$203K0.0%N/A0.024%
1/30/2024 Cornercap Investment Counsel Inc.10,192$536K0.1%-49.7%0.063%
1/29/2024 Louisiana State Employees Retirement System8,100$426K0.0%N/A0.050%
1/26/2024 Cerity Partners LLC7,593$399K0.0%+6.5%0.047%
1/25/2024 Wakefield Asset Management LLLP17,045$896K0.3%+30.4%0.106%
1/25/2024 Nisa Investment Advisors LLC1,710$90K0.0%-24.3%0.011%
1/24/2024 Boston Trust Walden Corp401,233$21.09M0.2%+5.2%2.492%
1/24/2024 Arizona State Retirement System4,499$237K0.0%N/A0.028%
1/18/2024 Hennessy Advisors Inc.16,098$846K0.1%-4.7%0.100%
1/17/2024 Assenagon Asset Management S.A.67,835$3.57M0.0%-19.6%0.421%
1/16/2024 Raymond James & Associates29,037$1.53M0.0%+15.7%0.180%
1/16/2024 MKT Advisors LLC4,159$216K0.1%-12.6%0.026%
1/12/2024 SG Americas Securities LLC2,493$131K0.0%N/A0.015%
1/12/2024 New Hampshire Trust6,469$340K0.1%-4.6%0.040%
1/5/2024 Exchange Traded Concepts LLC27,129$1.43M0.0%+0.8%0.169%
12/18/2023 Vanguard Group Inc.1,243,239$53.10M0.0%-0.7%7.723%
12/6/2023 Citigroup Inc.6,199$265K0.0%-52.2%0.039%
11/15/2023 The Manufacturers Life Insurance Company404,481$17.28M0.0%+12.6%2.512%
11/15/2023 Advisors Asset Management Inc.20,635$881K0.0%-7.3%0.128%
11/14/2023 Tower Research Capital LLC TRC8,276$353K0.0%+2,011.2%0.051%
11/13/2023 Brandywine Global Investment Management LLC112,100$4.79M0.0%+2.0%0.696%
11/13/2023 Hsbc Holdings PLC8,331$358K0.0%-21.6%0.052%
11/13/2023 Invesco Ltd.148,193$6.33M0.0%+16.3%0.920%
11/13/2023 Johnson Investment Counsel Inc.47,290$2.02M0.0%+19.6%0.294%
11/9/2023 Anchor Capital Advisors LLC19,912$850K0.0%-13.2%0.124%
11/9/2023 Rhumbline Advisers51,693$2.21M0.0%+0.5%0.321%
11/9/2023 Foundry Partners LLC113,035$4.83M0.3%+2.7%0.703%
11/9/2023 Deutsche Bank AG40,120$1.71M0.0%-0.9%0.249%
11/9/2023 1620 Investment Advisors Inc.6,444$275K0.3%N/A0.040%
11/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,758$459K0.0%-40.8%0.067%
11/9/2023 Texas Permanent School Fund Corp13,264$567K0.0%-6.4%0.082%
11/8/2023 State of New Jersey Common Pension Fund D51,186$2.19M0.0%+12.6%0.318%
11/8/2023 Campbell & CO Investment Adviser LLC8,163$349K0.0%-61.1%0.051%
11/8/2023 HighTower Advisors LLC8,592$369K0.0%-18.1%0.053%
11/8/2023 Charles Schwab Investment Management Inc.203,573$8.70M0.0%+5.0%1.265%
11/8/2023 Janney Montgomery Scott LLC7,374$315K0.0%-26.1%0.046%
11/8/2023 Swiss National Bank35,400$1.51M0.0%+1.1%0.220%
11/8/2023 New York Life Investment Management LLC6,242$267K0.0%-13.6%0.039%
11/8/2023 Boston Partners11,904$508K0.0%+13.6%0.074%
11/7/2023 Great Lakes Advisors LLC178,906$7.64M0.1%+22.9%1.112%
11/7/2023 Quantbot Technologies LP1,424$61K0.0%+133.8%0.009%
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11/7/2023 New York State Common Retirement Fund14,941$638K0.0%+32.0%0.093%
11/7/2023 Financial Counselors Inc.6,469$276K0.0%N/A0.040%
11/7/2023 Barclays PLC19,442$830K0.0%+3.5%0.121%
11/6/2023 Illinois Municipal Retirement Fund9,584$409K0.0%N/A0.060%
11/6/2023 Assenagon Asset Management S.A.84,339$3.60M0.0%+158.0%0.524%
11/2/2023 Principal Financial Group Inc.90,608$3.87M0.0%-3.8%0.563%
11/2/2023 Nisa Investment Advisors LLC2,260$97K0.0%-12.7%0.014%
11/1/2023 Wakefield Asset Management LLLP13,074$558K0.3%-4.1%0.081%
11/1/2023 Annex Advisory Services LLC6,580$281K0.0%-34.7%0.041%
10/31/2023 Teacher Retirement System of Texas11,586$495K0.0%-30.3%0.072%
(Data available from 1/1/2016 forward)

UTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTL shares?

During the previous two years, 134 institutional investors and hedge funds held shares of Unitil. The most heavily invested institutionals were Vanguard Group Inc. ($65.95M), The Manufacturers Life Insurance Company ($25.68M), JPMorgan Chase & Co. ($25.59M), Renaissance Technologies LLC ($24.20M), Aristotle Capital Boston LLC ($23.21M), Dimensional Fund Advisors LP ($22.92M), and Boston Trust Walden Corp ($21.09M).Learn more on UTL's institutional investors.

What percentage of Unitil stock is owned by institutional investors?

76.76% of Unitil stock is owned by institutional investors. Learn more on UTL's institutional investor holdings.

Which institutional investors have been buying Unitil stock?

Of the 106 institutional investors that purchased Unitil stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($222.98K), JPMorgan Chase & Co. ($216.88K), Great Lakes Advisors LLC ($214.86K), The Manufacturers Life Insurance Company ($191.98K), Rothschild & Co. Asset Management US Inc. ($185.40K), Brandywine Global Investment Management LLC ($112.10K), and Russell Investments Group Ltd. ($85.77K).

How much institutional buying is happening at Unitil?

Institutional investors have bought a total of 2,114,123 shares in the last 24 months. This purchase volume represents approximately $110.18M in transactions.

Which Unitil major shareholders have been selling company stock?

Of the 83 institutional investors that sold Unitil stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($407.58K), Renaissance Technologies LLC ($103.80K), Great Lakes Advisors LLC ($77.53K), Panagora Asset Management Inc. ($75.20K), Assenagon Asset Management S.A. ($50.18K), Allianz Asset Management GmbH ($49.26K), and Allspring Global Investments Holdings LLC ($45.17K).

How much institutional selling is happening at Unitil?

Institutional investors have sold a total of 1,259,817 shares in the last 24 months. This volume of shares sold represents approximately $65.46M in transactions.


This page (NYSE:UTL) was last updated on 5/28/2024 by MarketBeat.com Staff

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