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 664 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 $7.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,524
shares
|
$53,355
0.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$52,515
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$52,515
0.0% of portfolio
|
Q4 2024
Reduced 40.73%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$52,515
0.02% of portfolio
|
Q3 2023
Reduced 52.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,382
shares
|
$48,383
0.01% of portfolio
|
Q3 2024
Added 172.05%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
1,299
shares
|
$45,477
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,215
shares
|
$42,537
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,199
shares
|
$41,976
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,190
shares
|
$41,661
0.01% of portfolio
|
Q3 2024
Added 157.02%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,178
shares
|
$41,241
0.04% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,149
shares
|
$40,226
0.0% of portfolio
|
Q3 2024
Added 81.23%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,115
shares
|
$39,036
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,093
shares
|
$38,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,062
shares
|
$37,180
0.0% of portfolio
|
Q3 2024
Reduced 52.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,031
shares
|
$36,095
0.04% of portfolio
|
Q2 2022
Reduced 32.35%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,030
shares
|
$36,060
0.0% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,020
shares
|
$35,710
0.02% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
969
shares
|
$33,924
0.0% of portfolio
|
Q4 2021
Reduced 17.53%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
952
shares
|
$33,329
0.0% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
922
shares
|
$32,279
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
914
shares
|
$31,999
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
900
shares
|
$31,509
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
840
shares
|
$29,408
0.0% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
825
shares
|
$28,883
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
824
shares
|
$28,848
0.01% of portfolio
|
Q2 2022
Added 32.05%
|