Unitil (UTL) Institutional Ownership

$50.31
+0.37 (+0.74%)
(As of 04/29/2024 ET)

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

Current
Institutional Ownership
Percentage
76.76%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$55.52M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$29.97M
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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
4/29/2024Meritage 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%
2/13/2024The Manufacturers Life Insurance Company 488,461$25.68M0.0%+20.8%3.034%
2/13/2024Campbell & CO Investment Adviser LLC17,509$920K0.1%+114.5%0.109%
2/12/2024Allianz Asset Management GmbH26,525$1.39M0.0%-21.2%0.165%
2/8/2024Great Lakes Advisors LLC137,332$7.22M0.1%-23.2%0.853%
2/8/2024Panagora Asset Management Inc.5,914$311K0.0%-34.4%0.037%
2/7/2024Boston Partners5,881$309K0.0%-50.6%0.037%
2/7/2024Principal Financial Group Inc.89,348$4.70M0.0%-1.4%0.555%
2/7/2024Dimensional Fund Advisors LP436,061$22.92M0.0%-0.2%2.708%
2/7/2024Jump Financial LLC5,400$284K0.0%N/A0.034%
2/7/2024Johnson Investment Counsel Inc.50,233$2.64M0.0%+6.2%0.312%
2/7/2024Teacher Retirement System of Texas12,900$678K0.0%+11.3%0.080%
2/6/2024Charles 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%
2/6/2024Swiss National Bank31,700$1.67M0.0%-10.5%0.197%
2/5/2024Victory Capital Management Inc.19,553$1.03M0.0%N/A0.121%
2/5/2024Anchor 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%
2/1/2024New York State Common Retirement Fund14,338$754K0.0%-4.0%0.089%
2/1/2024Illinois 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%
2/1/2024Foundry Partners LLC119,540$6.28M0.4%+5.8%0.742%
2/1/2024Sigma Planning Corp3,956$208K0.0%N/A0.025%
1/30/2024Flputnam Investment Management Co.3,869$203K0.0%N/A0.024%
1/30/2024Cornercap 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%
1/26/2024Cerity Partners LLC7,593$399K0.0%+6.5%0.047%
1/25/2024Wakefield Asset Management LLLP17,045$896K0.3%+30.4%0.106%
1/25/2024Nisa 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%
1/24/2024Arizona State Retirement System4,499$237K0.0%N/A0.028%
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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%
1/12/2024SG 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%
12/18/2023Vanguard Group Inc.1,243,239$53.10M0.0%-0.7%7.723%
12/6/2023Citigroup Inc.6,199$265K0.0%-52.2%0.039%
11/15/2023The Manufacturers Life Insurance Company404,481$17.28M0.0%+12.6%2.512%
11/15/2023Advisors Asset Management Inc.20,635$881K0.0%-7.3%0.128%
11/14/2023Tower Research Capital LLC TRC8,276$353K0.0%+2,011.2%0.051%
11/13/2023Brandywine Global Investment Management LLC112,100$4.79M0.0%+2.0%0.696%
11/13/2023Hsbc Holdings PLC8,331$358K0.0%-21.6%0.052%
11/13/2023Invesco Ltd.148,193$6.33M0.0%+16.3%0.920%
11/13/2023Johnson Investment Counsel Inc.47,290$2.02M0.0%+19.6%0.294%
11/9/2023Anchor Capital Advisors LLC19,912$850K0.0%-13.2%0.124%
11/9/2023Rhumbline Advisers51,693$2.21M0.0%+0.5%0.321%
11/9/2023Foundry Partners LLC113,035$4.83M0.3%+2.7%0.703%
11/9/2023Deutsche Bank AG40,120$1.71M0.0%-0.9%0.249%
11/9/20231620 Investment Advisors Inc.6,444$275K0.3%N/A0.040%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,758$459K0.0%-40.8%0.067%
11/9/2023Texas Permanent School Fund Corp13,264$567K0.0%-6.4%0.082%
11/8/2023State of New Jersey Common Pension Fund D51,186$2.19M0.0%+12.6%0.318%
11/8/2023Campbell & CO Investment Adviser LLC8,163$349K0.0%-61.1%0.051%
11/8/2023HighTower Advisors LLC8,592$369K0.0%-18.1%0.053%
11/8/2023Charles Schwab Investment Management Inc.203,573$8.70M0.0%+5.0%1.265%
11/8/2023Janney Montgomery Scott LLC7,374$315K0.0%-26.1%0.046%
11/8/2023Swiss National Bank35,400$1.51M0.0%+1.1%0.220%
11/8/2023New York Life Investment Management LLC6,242$267K0.0%-13.6%0.039%
11/8/2023Boston Partners11,904$508K0.0%+13.6%0.074%
11/7/2023Great Lakes Advisors LLC178,906$7.64M0.1%+22.9%1.112%
11/7/2023Quantbot Technologies LP1,424$61K0.0%+133.8%0.009%
11/7/2023New York State Common Retirement Fund14,941$638K0.0%+32.0%0.093%
11/7/2023Financial Counselors Inc.6,469$276K0.0%N/A0.040%
11/7/2023Barclays PLC19,442$830K0.0%+3.5%0.121%
11/6/2023Illinois 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%
11/2/2023Principal Financial Group Inc.90,608$3.87M0.0%-3.8%0.563%
11/2/2023Nisa Investment Advisors LLC2,260$97K0.0%-12.7%0.014%
11/1/2023Wakefield Asset Management LLLP13,074$558K0.3%-4.1%0.081%
11/1/2023 Annex Advisory Services LLC6,580$281K0.0%-34.7%0.041%
10/31/2023Teacher Retirement System of Texas11,586$495K0.0%-30.3%0.072%
10/31/2023Panagora Asset Management Inc.9,022$385K0.0%-45.9%0.056%
10/30/2023 Yousif Capital Management LLC8,706$372K0.0%-5.9%0.054%
10/27/2023 Allspring Global Investments Holdings LLC1,445$62K0.0%-49.1%0.009%
10/25/2023 New York State Teachers Retirement System6,041$258K0.0%-7.6%0.038%
10/24/2023 Bank of New York Mellon Corp222,581$9.51M0.0%-2.4%1.383%
10/24/2023 Raymond James & Associates25,104$1.07M0.0%+3.8%0.156%
10/24/2023 Maryland State Retirement & Pension System5,927$253K0.0%-74.5%0.037%
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10/24/2023 Cambridge Investment Research Advisors Inc.15,131$646K0.0%-6.3%0.094%
10/23/2023Commonwealth Equity Services LLC11,561$494K0.0%+8.1%0.072%
10/18/2023 Riverwater Partners LLC9,096$388K0.4%+86.9%0.057%
10/18/2023 Boston Trust Walden Corp381,378$16.29M0.1%+2.4%2.370%
10/16/2023 State of Alaska Department of Revenue10,020$427K0.0%-5.3%0.062%
10/12/2023 MKT Advisors LLC4,759$201K0.2%-7.8%0.030%
9/21/2023Barclays PLC18,785$954K0.0%+3.9%0.117%
8/14/2023Aristotle Capital Boston LLC457,688$23.21M0.7%+1.7%2.845%
8/14/2023WINTON GROUP Ltd6,636$337K0.0%+19.3%0.041%
8/14/2023Frontier Capital Management Co. LLC286,884$14.55M0.1%-1.6%1.783%
(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, 138 institutional investors and hedge funds held shares of Unitil. The most heavily invested institutionals were Vanguard Group Inc. ($53.10M), 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), Victory Capital Management Inc. ($155.98K), and Monarch Partners Asset Management LLC ($121.43K).

How much institutional buying is happening at Unitil?

Institutional investors have bought a total of 2,504,585 shares in the last 24 months. This purchase volume represents approximately $129.58M in transactions.

Which Unitil major shareholders have been selling company stock?

Of the 86 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 1,256,933 shares in the last 24 months. This volume of shares sold represents approximately $65.23M in transactions.


This page (NYSE:UTL) was last updated on 4/29/2024 by MarketBeat.com Staff

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