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 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-99- 1.01% |
$3.38K - $3.83K
|
9.66K
$388K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-113- 0.59% |
$3.86K - $4.37K
|
19.2K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-130- 0.25% |
$4.44K - $5.03K
|
51.3K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-140- 0.07% |
$4.79K - $5.41K
|
194K
$7.8M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-184- 53.96% |
$6.29K - $7.11K
|
157
$6.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-191- 0.66% |
$6.53K - $7.38K
|
28.6K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-198- 3.52% |
$6.77K - $7.65K
|
5.42K
$218K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-213- 2.21% |
$7.28K - $8.23K
|
9.43K
$379K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-237- 95.95% |
$8.1K - $9.16K
|
10
$402
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-257- 8.58% |
$8.78K - $9.94K
|
2.74K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-288- 0.32% |
$9.84K - $11.1K
|
90.4K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-289- 1.39% |
$9.88K - $11.2K
|
20.6K
$826K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-300- 23.81% |
$10.3K - $11.6K
|
960
$38.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-304- 7.61% |
$10.4K - $11.8K
|
3.69K
$148K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-373- 88.6% |
$12.7K - $14.4K
|
48
$1.93K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-375- 2.73% |
$12.8K - $14.5K
|
13.3K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-376- 89.1% |
$12.9K - $14.5K
|
46
$1.85K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-380- 58.64% |
$13K - $14.7K
|
268
$10.8K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-409- 4.96% |
$14K - $15.8K
|
7.84K
$315K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-460- 90.55% |
$15.7K - $17.8K
|
48
$1.93K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-463- 19.15% |
$15.8K - $17.9K
|
1.96K
$78.6K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-497- 1.02% |
$17K - $19.2K
|
48.4K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-500- 29.76% |
$17.1K - $19.3K
|
1.18K
$47.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-531- 2.5% |
$18.1K - $20.5K
|
20.7K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-535- 1.07% |
$18.3K - $20.7K
|
49.3K
$1.98M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-567- 55.16% |
$19.4K - $21.9K
|
461
$18.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-569- 0.75% |
$19.4K - $22K
|
75.2K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-571- 4.82% |
$19.5K - $22.1K
|
11.3K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-583- 2.34% |
$19.9K - $22.5K
|
24.3K
$977K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-603- 2.01% |
$20.6K - $23.3K
|
29.4K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-621- 4.13% |
$21.2K - $24K
|
14.4K
$579K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-669- 7.66% |
$22.9K - $25.9K
|
8.06K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-700- 9.8% |
$23.9K - $27.1K
|
6.44K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-714- 0.9% |
$24.4K - $27.6K
|
78.6K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-728- 0.78% |
$24.9K - $28.1K
|
92.8K
$3.73M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-729- 4.16% |
$24.9K - $28.2K
|
16.8K
$675K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-774- 3.07% |
$26.5K - $29.9K
|
24.4K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-779- 8.29% |
$26.6K - $30.1K
|
8.62K
$346K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-802- 93.04% |
$27.4K - $31K
|
60
$2.41K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-830- 3.93% |
$28.4K - $32.1K
|
20.3K
$814K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-839- 7.2% |
$28.7K - $32.4K
|
10.8K
$435K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-900- 56.25% |
$30.8K - $34.8K
|
700
$28.1K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-935- 96.49% |
$32K - $36.1K
|
34
$1.37K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-974- 1.65% |
$33.3K - $37.7K
|
58.2K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$34.6K - $39.2K
|
116K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.09K- 50.37% |
$37.3K - $42.2K
|
1.08K
$43.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.16K- 1.92% |
$39.8K - $45K
|
59.4K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 99.67% |
$41K - $46.4K
|
4
$161
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.23K- 54.92% |
$42K - $47.5K
|
1.01K
$40.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.33K- 24.59% |
$45.3K - $51.2K
|
4.06K
$163K
|