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 671 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $7.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
666
shares
|
$24,082
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
666
shares
|
$24,082
0.0% of portfolio
|
Q3 2022
Reduced 38.62%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
655
shares
|
$23,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
652
shares
|
$23,576
0.0% of portfolio
|
Q3 2024
Added 39.32%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
650
shares
|
$23,503
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
625
shares
|
$22,599
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
625
shares
|
$22,599
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
599
shares
|
$21,659
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
569
shares
|
$20,575
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
566
shares
|
$20,466
0.0% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
561
shares
|
$20,285
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
560
shares
|
$20,249
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
535
shares
|
$19,345
0.0% of portfolio
|
Q2 2024
Added 5.73%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
531
shares
|
$19,200
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
519
shares
|
$18,767
0.03% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
518
shares
|
$18,730
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
500
shares
|
$18,080
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$18,080
0.0% of portfolio
|
Q3 2024
Reduced 39.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
499
shares
|
$18,043
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
498
shares
|
$18,007
0.0% of portfolio
|
Q4 2022
Added 11.16%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
484
shares
|
$17,501
0.0% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
476
shares
|
$17,212
0.0% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
445
shares
|
$16,091
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
423
shares
|
$15,295
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
422
shares
|
$15,259
0.0% of portfolio
|
Q3 2024
New holding
|