Skip to main content

YORK WATER CO hedge fund holdings

YORWNASDAQ
$30.81+0.03 (+0.10% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

YORW · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (+2.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255748$28.2M$11.9M151Aug 14, 2025
Q3 20256148$25.1M$17.9M154Nov 14, 2025
Q4 20255555$32.4M$16.6M154Feb 14, 2026
Q1 20266341$28.6M$34.5M172May 15, 2026
Q2 20268753$79.5M$16.7M158Aug 14, 2026

Quarterly action breakdown

Q2 2026
158 filers
New position
20
$15.4M+503K sh
Increased
67
$64M+2.09M sh
Reduced
33
-$12.3M-401K sh
Out / sold
20
-$4.4M-143K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Reaves W H & Co IncNew Buy+$8.43M$8.43M0.13%Jul 30, 2026
Empire Financial Management Company, LLCNew Buy+$2.22M$2.22M0.88%Aug 14, 2026
John G Ullman & Associates IncAdded 150.94%+$1.71M$2.85M0.35%Aug 11, 2026
Prospera Financial Services IncNew Buy+$1.27M$1.27M0.02%Jul 15, 2026
Storebrand Asset Management AsAdded 112.13%+$932K$1.76M0.00%Aug 12, 2026
CenterBook Partners LPReduce 35.65%-$628K$1.13M0.06%Aug 11, 2026
State of New Jersey Common Pension Fund DReduce 23.66%-$595K$1.92M0.01%Aug 4, 2026
Odyssean, LLCAdded 139.46%+$556K$955K0.16%Aug 14, 2026
First Manhattan Co. LLC.Sell 100%-$503K$00.00%Aug 14, 2026
Quantinno Capital Management LPAdded 17.80%+$316K$2.09M0.00%Aug 13, 2026
Empirical Asset Management, LLCSell 100%-$310K$00.00%Aug 10, 2026
Baird Financial Group, Inc.Added 98.78%+$279K$561K0.00%Aug 12, 2026
Penn Capital Management Company, LLCAdded 9.55%+$261K$3M0.19%Jul 30, 2026
Atria Investments, IncAdded 71.42%+$232K$557K0.01%Jul 28, 2026
Syon Capital LLCSell 100%-$224K$00.00%Aug 14, 2026
Perigon Wealth Management, LLCAdded 65.34%+$169K$428K0.01%Aug 7, 2026
Inspire Investing, LLCAdded 30.74%+$159K$675K0.03%Aug 12, 2026
Fulton Bank, N.A.Reduce 27.34%-$135K$358K0.01%Jul 9, 2026
Tompkins Financial CorpNew Buy+$110K$110K0.01%Jul 15, 2026
North Star Investment Management Corp.Added 12.50%+$107K$965K0.05%Jul 28, 2026
Campbell & CO Investment Adviser LLCReduce 12.91%-$100K$675K0.04%Aug 3, 2026
ELCO Management Co., LLCAdded 24.64%+$99.5K$503K0.22%Aug 11, 2026
CANADA LIFE ASSURANCE CoAdded 33.14%+$20.9K$84K0.00%Aug 13, 2026
Retirement Planning Co of New England, Inc.Reduce 4.97%-$11.8K$226K0.08%Jul 30, 2026
Scarborough Advisors, LLCSell 100%-$11.4K$00.00%Jul 21, 2026
Teton Advisors, LLCAdded 1.08%+$10.4K$978K0.57%Aug 12, 2026
Independent Advisor AllianceAdded 4.78%+$10.4K$227K0.01%Aug 12, 2026
Exchange Traded Concepts, LLCAdded 24.40%+$9.1K$46.4K0.00%Aug 11, 2026
Johnson & White Wealth Management, LLCAdded 1.26%+$8.09K$652K0.24%Jul 16, 2026
RKL Wealth Management LLCAdded 1.63%+$6.93K$432K0.03%Aug 11, 2026
Clear Harbor Asset Management, LLCReduce 1.50%-$6.13K$402K0.02%Aug 12, 2026
Pinnacle Wealth Planning Services, Inc.Sell 100%-$4.63K$00.00%Aug 7, 2026
Versant Capital Management, IncAdded 25.18%+$4.35K$21.6K0.00%Jul 2, 2026
Huntington National BankAdded 146.99%+$3.74K$6.28K0.00%Aug 13, 2026
MassMutual Private Wealth & Trust, FSBReduce 48.80%-$3.74K$3.92K0.00%Jul 2, 2026
Midwest Trust CoReduce 0.66%-$1.53K$231K0.00%Aug 5, 2026
West Paces Advisors Inc.New Buy+$1.47K$1.47K0.00%Jul 20, 2026
Bare Financial Services, IncReduce 70.69%-$1.26K$5210.00%Jul 27, 2026
Delta Asset Management LLCReduce 8.75%-$1.23K$12.8K0.00%Aug 10, 2026
CENTRAL TRUST CoReduce 10.00%-$1.04K$9.38K0.00%Jul 31, 2026
Bogart Wealth, LLCNew Buy+$521$5210.00%Jul 24, 2026
Legacy Wealth Managment, LLCSell 100%-$244$00.00%Aug 13, 2026
JFS Wealth Advisors, LLCNew Buy+$186$1860.00%Jul 10, 2026
Collective Family Office LLCAdded 0.01%+$31$281K0.06%Jul 2, 2026
Glen Eagle Advisors, LLCAdded 0.59%+$31$5.24K0.00%Aug 14, 2026
Hughes Financial Services, LLCAdded 100.00%+$31$610.00%Jul 20, 2026
Keating Financial Advisory Services, Inc.Sell 100%-$30$00.00%Aug 11, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.