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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.65KNew |
$227K - $257K
|
6.65K
$240K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
6.57KNew |
$225K - $254K
|
6.57K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
6.34KNew |
$217K - $245K
|
6.34K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.22K+ 0.93% |
$212K - $240K
|
676K
$24.4M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.19KNew |
$212K - $239K
|
6.19K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.01K+ 34.46% |
$205K - $232K
|
23.4K
$845K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
BUY
|
- |
5.96K+ 1.96% |
$204K - $230K
|
309K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.9KNew |
$201K - $228K
|
5.9K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.76K+ 45.72% |
$197K - $223K
|
18.4K
$661K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$193K - $218K
|
5.64K
$203K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.56K+ 26490.48% |
$190K - $215K
|
5.58K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.56KNew |
$190K - $215K
|
5.56K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.54KNew |
$189K - $214K
|
5.54K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.46KNew |
$187K - $211K
|
5.46K
$197K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.26K+ 8.72% |
$180K - $203K
|
65.5K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.62K+ 98.32% |
$158K - $178K
|
9.31K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
4.5K+ 5.9% |
$154K - $174K
|
80.7K
$2.91M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.35K+ 4.04% |
$149K - $168K
|
112K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 63.65% |
$147K - $166K
|
11.1K
$399K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.26K+ 51.65% |
$145K - $165K
|
12.5K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.22K+ 1.06% |
$144K - $163K
|
402K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.01K+ 28.79% |
$137K - $155K
|
17.9K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.92K+ 11.83% |
$134K - $152K
|
37.1K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.84K+ 24.81% |
$131K - $149K
|
19.3K
$697K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.84K+ 4.0% |
$131K - $148K
|
99.7K
$3.59M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.78K+ 2.76% |
$129K - $146K
|
141K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.63K+ 51.86% |
$124K - $140K
|
10.6K
$383K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.4K+ 1.48% |
$116K - $131K
|
233K
$8.4M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
3.05K+ 1.4% |
$104K - $118K
|
220K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.83K+ 15.01% |
$96.8K - $109K
|
21.7K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.62K+ 2.81% |
$89.5K - $101K
|
95.7K
$3.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.59K+ 0.74% |
$88.5K - $100K
|
355K
$12.8M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 5.4% |
$85.5K - $96.6K
|
48.8K
$1.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.44K+ 1.23% |
$83.4K - $94.3K
|
201K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.43K+ 39.48% |
$83K - $93.8K
|
8.58K
$309K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.35K+ 3.4% |
$80.3K - $90.9K
|
71.4K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 38.04% |
$80.3K - $90.8K
|
8.52K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$79.8K - $90.3K
|
2.34K
$84.2K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.28K+ 33.25% |
$78K - $88.2K
|
9.15K
$330K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
2.26K+ 7.27% |
$77.1K - $87.3K
|
33.3K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.11K+ 16.44% |
$72.1K - $81.5K
|
14.9K
$538K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.09K+ 7.22% |
$71.4K - $80.7K
|
31K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.07K+ 5.91% |
$70.6K - $79.8K
|
37K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.9K+ 105.56% |
$64.9K - $73.5K
|
3.7K
$133K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.83KNew |
$62.4K - $70.6K
|
1.83K
$65.8K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.82K+ 21.7% |
$62.1K - $70.3K
|
10.2K
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.8K+ 2.55% |
$61.5K - $69.6K
|
72.4K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 26.0% |
$61.1K - $69.1K
|
8.67K
$312K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.79K+ 9.46% |
$61K - $69K
|
20.7K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.79K+ 8.14% |
$61K - $69K
|
23.7K
$855K
|