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 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.79K+ 26.0% |
$61.1K - $69.1K
|
8.67K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.79K+ 9.46% |
$61K - $69K
|
20.7K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.79K+ 8.14% |
$61K - $69K
|
23.7K
$953K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.73K+ 28.4% |
$59K - $66.7K
|
7.8K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.72K+ 7.64% |
$58.9K - $66.6K
|
24.3K
$975K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.72K+ 24.45% |
$58.7K - $66.3K
|
8.73K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
1.67K+ 4.21% |
$57.2K - $64.7K
|
41.5K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.64K+ 2.64% |
$56.1K - $63.4K
|
63.8K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.58K+ 2.59% |
$53.8K - $60.9K
|
62.4K
$2.51M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
1.5K+ 0.47% |
$51.3K - $58.1K
|
321K
$12.9M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.5K+ 2.49% |
$51.3K - $58K
|
61.8K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.5K+ 2.41% |
$51.2K - $57.9K
|
63.6K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.41K+ 4.93% |
$48.3K - $54.6K
|
30.1K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.41K+ 13.26% |
$48.1K - $54.4K
|
12K
$483K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1.27K+ 9.24% |
$43.4K - $49.1K
|
15K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.22K+ 65.12% |
$41.7K - $47.2K
|
3.1K
$124K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.22K+ 18.39% |
$41.7K - $47.2K
|
7.86K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.21K+ 100.84% |
$41.2K - $46.6K
|
2.4K
$96.4K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.16K+ 12.91% |
$39.8K - $45K
|
10.2K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.72% |
$39.6K - $44.8K
|
21.4K
$861K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.16K+ 18.37% |
$39.5K - $44.7K
|
7.45K
$299K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.15KNew |
$39.4K - $44.6K
|
1.15K
$46.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15K+ 13.83% |
$39.3K - $44.5K
|
9.46K
$380K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.1KNew |
$37.6K - $42.5K
|
1.1K
$44.2K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 49.56% |
$36.5K - $41.3K
|
3.22K
$129K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.02K+ 0.97% |
$34.9K - $39.4K
|
106K
$4.25M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.02K+ 13.47% |
$34.7K - $39.3K
|
8.56K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
995+ 0.94% |
$34K - $38.5K
|
106K
$4.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
984+ 0.27% |
$33.6K - $38K
|
360K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
889+ 13.87% |
$30.4K - $34.4K
|
7.3K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
862New |
$29.5K - $33.3K
|
862
$34.6K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
851+ 15.64% |
$29.1K - $32.9K
|
6.29K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
831+ 1.24% |
$28.4K - $32.1K
|
67.9K
$2.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
802+ 112.8% |
$27.4K - $31K
|
1.51K
$60.8K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
768+ 1.63% |
$26.3K - $29.7K
|
48K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
756+ 6.62% |
$25.8K - $29.2K
|
12.2K
$489K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
680+ 0.43% |
$23.2K - $26.3K
|
160K
$6.41M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
668+ 24.0% |
$22.8K - $25.8K
|
3.45K
$139K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
640+ 6.42% |
$21.9K - $24.7K
|
10.6K
$426K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
628+ 6.75% |
$21.5K - $24.3K
|
9.93K
$399K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
626+ 857.53% |
$21.4K - $24.2K
|
699
$28.1K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
625New |
$21.4K - $24.2K
|
625
$25.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
585+ 7.77% |
$20K - $22.6K
|
8.12K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
528New |
$18K - $20.4K
|
528
$21.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
502+ 24.35% |
$17.2K - $19.4K
|
2.56K
$103K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
500+ 48.03% |
$17.1K - $19.3K
|
1.54K
$61.9K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
500+ 5.52% |
$17.1K - $19.3K
|
9.55K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
500+ 2.9% |
$17.1K - $19.3K
|
17.8K
$714K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
500+ 0.66% |
$17.1K - $19.3K
|
76.5K
$3.07M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
478+ 1.11% |
$16.3K - $18.5K
|
43.7K
$1.75M
|