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
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.95% |
$13.7K - $15.5K
|
42.5K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
386+ 5.13% |
$13.2K - $14.9K
|
7.91K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 2026.32% |
$13.2K - $14.9K
|
404
$14.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
381+ 3.8% |
$13K - $14.7K
|
10.4K
$364K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
375+ 4.93% |
$12.8K - $14.5K
|
7.98K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
372+ 15.2% |
$12.7K - $14.4K
|
2.82K
$98.7K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
367+ 1.39% |
$12.5K - $14.2K
|
26.8K
$937K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
364+ 9.35% |
$12.4K - $14.1K
|
4.26K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
363+ 57.26% |
$12.4K - $14K
|
997
$34.9K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
339+ 5.5% |
$11.6K - $13.1K
|
6.51K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
336+ 1.76% |
$11.5K - $13K
|
19.4K
$680K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
334+ 5.42% |
$11.4K - $12.9K
|
6.49K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 1.53% |
$11.3K - $12.8K
|
21.9K
$767K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$11.4K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
209+ 0.69% |
$7.14K - $8.08K
|
30.3K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
209New |
$7.14K - $8.08K
|
209
$7.32K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$6.84K - $7.73K
|
200
$7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
199+ 27.0% |
$6.8K - $7.69K
|
936
$32.8K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
193New |
$6.6K - $7.46K
|
193
$6.76K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
191+ 1.49% |
$6.53K - $7.38K
|
13K
$455K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
189+ 1.75% |
$6.46K - $7.31K
|
11K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
185+ 2.12% |
$6.32K - $7.15K
|
8.93K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
175New |
$5.98K - $6.77K
|
175
$6.13K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
174New |
$5.95K - $6.73K
|
174
$6.09K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
172+ 0.31% |
$5.88K - $6.65K
|
56.1K
$1.96M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
160+ 140.35% |
$5.47K - $6.19K
|
274
$9.59K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
156+ 2.64% |
$5.33K - $6.03K
|
6.06K
$212K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
140+ 4.33% |
$4.79K - $5.41K
|
3.37K
$118K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 102.22% |
$4.72K - $5.34K
|
273
$9.56K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
130+ 0.48% |
$4.44K - $5.03K
|
27.3K
$955K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
109+ 12.82% |
$3.73K - $4.21K
|
959
$33.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
103+ 32.09% |
$3.52K - $3.98K
|
424
$14.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
98+ 1.08% |
$3.35K - $3.79K
|
9.19K
$322K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
92+ 3.75% |
$3.14K - $3.56K
|
2.54K
$89K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
91+ 0.88% |
$3.11K - $3.52K
|
10.4K
$365K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
84+ 19.91% |
$2.87K - $3.25K
|
506
$17.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.79% |
$2.87K - $3.25K
|
10.7K
$376K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
82+ 4.06% |
$2.8K - $3.17K
|
2.1K
$73.6K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 3.28% |
$2.7K - $3.05K
|
2.49K
$87.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
77+ 1.24% |
$2.63K - $2.98K
|
6.29K
$220K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
76+ 0.9% |
$2.6K - $2.94K
|
8.51K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
71+ 0.51% |
$2.43K - $2.74K
|
13.9K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
70+ 0.69% |
$2.39K - $2.71K
|
10.3K
$359K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 67.74% |
$2.15K - $2.44K
|
156
$5.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
63+ 0.06% |
$2.15K - $2.44K
|
105K
$3.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
57+ 0.8% |
$1.95K - $2.2K
|
7.16K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
56+ 0.48% |
$1.91K - $2.16K
|
11.8K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
51+ 0.47% |
$1.74K - $1.97K
|
10.9K
$381K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50New |
$1.71K - $1.93K
|
50
$1.75K
|