Purchases and Sales Made in Q1 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q1 2024. The information is specifically focused on institutions that hold shares of Essential Utilities, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.3K+ 8.29% |
$1M - $1.13M
|
383K
$13.8M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27.9KNew |
$953K - $1.08M
|
27.9K
$1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.7K+ 289.85% |
$947K - $1.07M
|
37.3K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
25.8K+ 4.84% |
$882K - $998K
|
559K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
25K+ 0.08% |
$856K - $968K
|
31M
$1.12B
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
24.4K+ 12.23% |
$835K - $945K
|
224K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
23K+ 19.5% |
$786K - $889K
|
141K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
21.1KNew |
$721K - $816K
|
21.1K
$761K
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
20.6K+ 35.1% |
$702K - $794K
|
79.1K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
20.1K+ 20.2% |
$685K - $775K
|
119K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19KNew |
$649K - $734K
|
19K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
18.5K+ 61.03% |
$632K - $715K
|
48.8K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18.3KNew |
$625K - $707K
|
18.3K
$659K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
17.4K+ 34.88% |
$594K - $672K
|
67.2K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16.8K+ 155.08% |
$574K - $649K
|
27.6K
$996K
|
|
|
May 15, 2024
Q1 2024
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
16.7K+ 12.76% |
$571K - $645K
|
148K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.7K+ 69.28% |
$536K - $606K
|
38.3K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$521K - $590K
|
15.3K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15K+ 12.05% |
$513K - $580K
|
140K
$5.03M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
15KNew |
$513K - $580K
|
15K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1KNew |
$482K - $545K
|
14.1K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.9K+ 64.52% |
$476K - $538K
|
35.5K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.8K+ 5.42% |
$472K - $534K
|
268K
$9.67M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12.5KNew |
$426K - $482K
|
12.5K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
12.4K+ 41.42% |
$424K - $480K
|
42.4K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 4.67% |
$413K - $467K
|
271K
$9.78M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12K+ 5.7% |
$411K - $465K
|
223K
$8.05M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.8KNew |
$405K - $458K
|
11.8K
$427K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.8KNew |
$402K - $455K
|
11.8K
$424K
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
11.3K+ 22.11% |
$386K - $437K
|
62.4K
$2.25M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.5KNew |
$359K - $406K
|
10.5K
$378K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
10.3K+ 126.8% |
$350K - $396K
|
18.3K
$661K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
10.2KNew |
$349K - $395K
|
10.2K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
9.8K+ 21.62% |
$335K - $379K
|
55.1K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8.96K+ 74.71% |
$306K - $346K
|
21K
$755K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.8K+ 6.79% |
$301K - $340K
|
138K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.75K+ 17.84% |
$299K - $338K
|
57.8K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.49KNew |
$290K - $328K
|
8.49K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.03K+ 8.69% |
$275K - $311K
|
100K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.88K+ 22.55% |
$269K - $305K
|
42.8K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.66KNew |
$262K - $296K
|
7.66K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.65K+ 1.81% |
$261K - $296K
|
430K
$15.5M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
7.62KNew |
$261K - $295K
|
7.62K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.59K+ 10.05% |
$259K - $293K
|
83.1K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
7.22K+ 53.85% |
$247K - $279K
|
20.6K
$744K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.1K+ 2.65% |
$243K - $275K
|
275K
$9.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
6.92K+ 3.7% |
$236K - $267K
|
194K
$6.99M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.88K+ 6.28% |
$235K - $266K
|
116K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.76K+ 36.73% |
$231K - $261K
|
25.2K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.74K+ 16.72% |
$230K - $261K
|
47.1K
$1.7M
|