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 625 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $7.96 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Zions Bancorporation, N.A.
|
May 14, 2024 Q1 2024 |
45
shares
|
$1,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
34
shares
|
$1,282
0.0% of portfolio
|
Q1 2024
Reduced 96.49%
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
34
shares
|
$1,282
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
32
shares
|
$1,207
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
30
shares
|
$1,131
0.0% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
30
shares
|
$1,131
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ulland Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
30
shares
|
$1,131
0.0% of portfolio
|
Q1 2022
New holding
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
28
shares
|
$1,056
0.0% of portfolio
|
Q4 2023
Reduced 60.56%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
27
shares
|
$1,018
0.0% of portfolio
|
Q1 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
26
shares
|
$980
0.0% of portfolio
|
Q1 2023
Reduced 95.23%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
23
shares
|
$867
0.0% of portfolio
|
Q1 2024
Added 4.55%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
21
shares
|
$792
0.0% of portfolio
|
Q3 2023
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
20
shares
|
$754
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
Headlands Technologies LLC
Chicago, IL |
May 07, 2024 Q1 2024 |
13
shares
|
$490
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
12
shares
|
$452
0.0% of portfolio
|
Q3 2023
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
10
shares
|
$377
0.0% of portfolio
|
Q1 2024
Reduced 95.95%
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
7
shares
|
$264
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
4
shares
|
$150
0.0% of portfolio
|
Q1 2024
Reduced 99.67%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
May 01, 2024 Q1 2024 |
3
shares
|
$113
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|