NJR — New Jersey Res Corp 机构持仓 · 2026年Q3
谁持有 New Jersey Res Corp(NJR)?2026年Q3(报告期截至 2026-09-30)共有 16 家机构在 SEC 13F 申报中报告持有,合计 1,973.13 万美元。前几大持有机构:Confluence Investment Management LLC(1,750.00 万美元)、Moody National Bank Trust Division(79.48 万美元)、Farther Finance Advisors, LLC(44.55 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $17.5M | 346,554 | 减持 |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $794,774 | 15,707 | 持平 |
| 3 | Farther Finance Advisors, LLC | $445,478 | 8,804 | 增持 |
| 4 | ZynergyRetirementPlanningLLC | $231,775 | 4,581 | 增持 |
| 5 | GAMMA Investing LLC | $212,773 | 4,205 | 减持 |
| 6 | ATWOOD & PALMER INC | $135,608 | 2,680 | 持平 |
| 7 | Bullock Wealth Management Group | $127,227 | 2,487 | 增持 |
| 8 | Versant Capital Management, Inc | $61,580 | 1,217 | 增持 |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $61,530 | 1,216 | 持平 |
| 10 | Roxbury Financial LLC | $44,972 | 889 | 增持 |
| 11 | Planning Strategies Inc. | $33,447 | 661 | 持平 |
| 12 | TOMPKINS FINANCIAL CORP | $15,180 | 300 | 持平 |
| 13 | MassMutual Private Wealth & Trust, FSB | $14,370 | 284 | 减持 |
| 14 | Byrne Asset Management LLC | $10,230 | 200 | 持平 |
| 15 | GK Wealth Management LLC | $6,669 | 132 | 新建仓 |
| 16 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30