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 670 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 $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
182
shares
|
$6,610
0.0% of portfolio
|
Q1 2023
Reduced 49.44%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
180
shares
|
$6,537
0.0% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
177
shares
|
$6,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
174
shares
|
$6,319
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
166
shares
|
$6,029
0.0% of portfolio
|
Q3 2024
Added 538.46%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
164
shares
|
$5,956
0.0% of portfolio
|
Q4 2023
Reduced 77.16%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
157
shares
|
$5,702
0.0% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
155
shares
|
$5,629
0.01% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$5,448
0.0% of portfolio
|
Q2 2022
Reduced 71.43%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
150
shares
|
$5,448
0.0% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
142
shares
|
$5,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
125
shares
|
$4,540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
102
shares
|
$3,704
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$3,632
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
98
shares
|
$3,559
0.0% of portfolio
|
Q2 2024
Added 188.24%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
84
shares
|
$3,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
76
shares
|
$2,760
0.0% of portfolio
|
Q3 2024
Reduced 38.71%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
63
shares
|
$2,288
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
60
shares
|
$2,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
59
shares
|
$2,142
0.0% of portfolio
|
Q1 2023
Reduced 88.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
50
shares
|
$1,816
0.0% of portfolio
|
Q3 2023
Added 112.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
46
shares
|
$1,670
0.0% of portfolio
|
Q1 2024
Reduced 89.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
44
shares
|
$1,598
0.0% of portfolio
|
Q2 2024
Reduced 22.81%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
37
shares
|
$1,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
34
shares
|
$1,234
0.0% of portfolio
|
Q3 2024
Added 6.25%
|