Filing Research | UTL - UNITIL CORP Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	322.9KSH	$17.0M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	51.8KSH	$2.7M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	44.6KSH	$2.3M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	42.5KSH	$2.2M
5	HENNESSY ADVISORS INC	Shares	15.3KSH	$806.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.8KSH	$464.5K
7	Y-Intercept (Hong Kong) Ltd	Shares	8.4KSH	$441.6K
8	Louisiana State Employees Retirement System	Shares	7.9KSH	$416.3K
9	FIRST CITIZENS BANK & TRUST CO	Shares	7.1KSH	$372.3K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.0KSH	$371.0K
11	Envestnet Portfolio Solutions, Inc.	Shares	6.8KSH	$356.3K
12	Ballentine Partners, LLC	Shares	5.9KSH	$311.7K
13	Police & Firemen's Retirement System of New Jersey	Shares	5.3KSH	$280.9K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.5KSH	$234.8K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	4.3KSH	$224.8K
16	1620 INVESTMENT ADVISORS, INC.	Shares	3.9KSH	$206.0K
17	GAMMA Investing LLC	Shares	3.8KSH	$198.1K
18	Cedar Mountain Advisors, LLC	Shares	2.7KSH	$141.6K
19	SIGNATUREFD, LLC	Shares	1.2KSH	$61.2K
20	Farther Finance Advisors, LLC	Shares	399SH	$21.0K
21	EverSource Wealth Advisors, LLC	Shares	340SH	$17.9K
22	Piscataqua Savings Bank	Shares	300SH	$15.8K
23	EASTERN BANK	Shares	176SH	$9.3K
24	Blue Trust, Inc.	Shares	168SH	$8.9K
25	AdvisorNet Financial, Inc	Shares	150SH	$7.9K
26	MassMutual Private Wealth & Trust, FSB	Shares	145SH	$7.6K
27	HM PAYSON & CO	Shares	142SH	$7.5K
28	Versant Capital Management, Inc	Shares	113SH	$6.0K
29	True Wealth Design, LLC	Shares	62SH	$3.3K
30	Fortitude Family Office, LLC	Shares	39SH	$2.1K
31	Sachetta, LLC	Shares	38SH	$2.0K
32	Physician Wealth Advisors, Inc.	Shares	31SH	$1.6K
33	IFP Advisors, Inc	Shares	21SH	$1.1K
34	SJS Investment Consulting Inc.	Shares	14SH	$738
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	11SH	$580
36	Wealth Enhancement Trust Services, Inc.	Shares	11SH	$580
37	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$369
38	State of Alaska, Department of Revenue	Shares	6.4KSH	$338
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.6KSH	$293
40	AMALGAMATED BANK	Shares	4.8KSH	$255
41	JFS WEALTH ADVISORS, LLC	Shares	3SH	$159
42	SBI Securities Co., Ltd.	Shares	2SH	$105
43	Davis Capital Management	Shares	1SH	$53
44	Hughes Financial Services, LLC	Shares	1SH	$53
45	Capital Advisors, Ltd. LLC	Shares	40SH	$2

Manager changes2026-06-30 vs 2026-03-31

47 / 47 loaded

#		Instrument
1	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+24.1K	+$1.3M	$2.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+8.8K	+$464.5K	$464.5K
3	Y-Intercept (Hong Kong) Ltd new	Shares	+8.4K	+$441.6K	$441.6K
4	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.6K	+$141.4K	$371.0K
5	HENNESSY ADVISORS INC added	Shares	+1.7K	+$95.7K	$806.1K
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+633	+$52.2K	$2.2M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+872	+$48.0K	$280.9K
8	SIGNATUREFD, LLC added	Shares	+341	+$18.3K	$61.2K
9	True Wealth Design, LLC new	Shares	+62	+$3.3K	$3.3K
10	Fortitude Family Office, LLC new	Shares	+39	+$2.1K	$2.1K
11	Ballentine Partners, LLC trimmed	Shares	-14	+$1.9K	$311.7K
12	MassMutual Private Wealth & Trust, FSB added	Shares	+22	+$1.2K	$7.6K
13	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$1.2K	$141.6K
14	IFP Advisors, Inc added	Shares	+16	+$845	$1.1K
15	SJS Investment Consulting Inc. new	Shares	+14	+$738	$738
16	Wealth Enhancement Trust Services, Inc. new	Shares	+11	+$580	$580
17	Physician Wealth Advisors, Inc. added	Shares	+10	+$536	$1.6K
18	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+5	+$264	$369
19	JFS WEALTH ADVISORS, LLC new	Shares	+3	+$159	$159
20	Piscataqua Savings Bank unchanged	Shares	0	+$132	$15.8K
21	EASTERN BANK unchanged	Shares	0	+$79	$9.3K
22	Blue Trust, Inc. unchanged	Shares	0	+$76	$8.9K
23	AdvisorNet Financial, Inc unchanged	Shares	0	+$68	$7.9K
24	HM PAYSON & CO unchanged	Shares	0	+$63	$7.5K
25	Davis Capital Management new	Shares	+1	+$53	$53
26	Versant Capital Management, Inc unchanged	Shares	0	+$51	$6.0K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+549	+$31	$293
28	Sachetta, LLC unchanged	Shares	0	+$17	$2.0K
29	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$5	$580
30	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$105
31	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$2
32	AMALGAMATED BANK trimmed	Shares	-336	-$15	$255
33	CX Institutional exited	Shares	-914	-$48	$0
34	Hughes Financial Services, LLC trimmed	Shares	-2	-$104	$53
35	State of Alaska, Department of Revenue trimmed	Shares	-3.0K	-$151	$338
36	Louisiana State Employees Retirement System trimmed	Shares	-100	-$1.7K	$416.3K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-102	-$5.2K	$17.9K
38	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-181	-$7.5K	$224.8K
39	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-324	-$13.9K	$356.3K
40	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-330	-$14.1K	$372.3K
41	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-313	-$14.3K	$234.8K
42	Farther Finance Advisors, LLC trimmed	Shares	-335	-$17.8K	$21.0K
43	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-660	-$32.7K	$206.0K
44	GAMMA Investing LLC trimmed	Shares	-1.5K	-$76.0K	$198.1K
45	Commonwealth Financial Services, LLC exited	Shares	-4.8K	-$252.6K	$0
46	Boston Trust Walden Corp trimmed	Shares	-17.3K	-$757.3K	$17.0M
47	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-18.4K	-$941.4K	$2.3M