Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 674 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $7.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
9,040
shares
|
$320,739
0.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
9,026
shares
|
$320,242
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,973
shares
|
$318,362
0.02% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,926
shares
|
$316,694
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,762
shares
|
$310,875
0.02% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
8,621
shares
|
$305,873
0.01% of portfolio
|
Q3 2024
Added 48.1%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,529
shares
|
$302,608
0.01% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
8,168
shares
|
$289,800
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,150
shares
|
$289,162
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
8,114
shares
|
$287,884
0.1% of portfolio
|
Q3 2024
Reduced 26.99%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
8,100
shares
|
$287,388
0.02% of portfolio
|
Q3 2024
Added 710.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
8,032
shares
|
$284,975
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,931
shares
|
$281,391
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
7,930
shares
|
$281,356
0.15% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
7,911
shares
|
$280,682
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
7,844
shares
|
$278,305
0.01% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
7,839
shares
|
$278,127
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
7,808
shares
|
$277,027
0.09% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
7,774
shares
|
$275,821
0.11% of portfolio
|
Q3 2021
Reduced 10.63%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
7,683
shares
|
$272,592
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,663
shares
|
$271,883
0.02% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,580
shares
|
$268,938
0.01% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
7,545
shares
|
$267,696
0.0% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,537
shares
|
$267,412
0.0% of portfolio
|
Q1 2022
Reduced 21.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
7,536
shares
|
$267,377
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|