MSEX — Middlesex Wtr Co Com Institutional Holders · Q3 2026
Who owns Middlesex Wtr Co Com (MSEX)? 10 institutions reported holding $13.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ledgewood Wealth Advisors, LLC ($13.0M), GAMMA Investing LLC ($340,067), Armstrong Advisory Group, Inc ($188,514).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ledgewood Wealth Advisors, LLC | $13.0M | 244,989 | Trimmed |
| 2 | GAMMA Investing LLC | $340,067 | 6,420 | Added |
| 3 | ARMSTRONG ADVISORY GROUP, INC | $188,514 | 3,559 | Added |
| 4 | Versant Capital Management, Inc | $52,281 | 987 | Added |
| 5 | Rosenberg Matthew Hamilton | $13,719 | 259 | Hold |
| 6 | Farther Finance Advisors, LLC | $13,295 | 251 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $12,713 | 240 | Hold |
| 8 | GK Wealth Management LLC | $2,766 | 52 | New |
| 9 | Davis Capital Management | $159 | 3 | Added |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $106 | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30