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 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.49K- 6.29% |
$51K - $57.6K
|
22.2K
$800K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.56K- 1.27% |
$53.5K - $60.5K
|
122K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-1.61K- 14.99% |
$54.9K - $62.1K
|
9.11K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.67K- 3.73% |
$56.9K - $64.4K
|
43K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.68K- 12.71% |
$57.4K - $64.9K
|
11.5K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 5.58% |
$57.7K - $65.3K
|
28.6K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 14.86% |
$59K - $66.8K
|
9.9K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.83K- 3.5% |
$62.4K - $70.6K
|
50.4K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.85K- 25.0% |
$63.2K - $71.5K
|
5.55K
$200K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.88K- 3.66% |
$64.2K - $72.6K
|
49.4K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.96K- 86.98% |
$66.9K - $75.7K
|
293
$10.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.14K- 1.93% |
$73.1K - $82.7K
|
109K
$3.92M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.2K- 75.74% |
$75.2K - $85.1K
|
705
$25.4K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.33K- 6.52% |
$79.6K - $90.1K
|
33.4K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.43K- 25.19% |
$83.1K - $94K
|
7.22K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.49K- 38.16% |
$85.1K - $96.2K
|
4.03K
$145K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 5.12% |
$85.5K - $96.6K
|
46.3K
$1.67M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.53K- 12.77% |
$86.3K - $97.6K
|
17.2K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.56K- 23.66% |
$87.6K - $99.1K
|
8.27K
$298K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.64K- 14.35% |
$90.3K - $102K
|
15.8K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 17.42% |
$91.4K - $103K
|
12.7K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.73K- 9.07% |
$93.1K - $105K
|
27.3K
$984K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.38K- 31.58% |
$115K - $130K
|
7.31K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.53K- 10.93% |
$121K - $136K
|
28.7K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-3.85K- 9.52% |
$131K - $149K
|
36.5K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-3.9K- 17.21% |
$133K - $151K
|
18.8K
$676K
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-3.9K- 5.2% |
$133K - $151K
|
71.1K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.9K- 19.27% |
$133K - $151K
|
16.3K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.98K- 0.83% |
$136K - $154K
|
478K
$17.2M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.27K- 16.81% |
$146K - $165K
|
21.1K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.29K- 31.54% |
$147K - $166K
|
9.31K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.3K- 16.19% |
$147K - $166K
|
22.2K
$801K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.8K- 22.73% |
$164K - $185K
|
16.3K
$588K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.94K- 42.8% |
$169K - $191K
|
6.6K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-5.2K- 0.66% |
$178K - $201K
|
778K
$28M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.24K- 3.38% |
$179K - $203K
|
150K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-5.36K- 2.06% |
$183K - $207K
|
255K
$9.2M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5.46K- 5.94% |
$187K - $211K
|
86.4K
$3.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-5.55K- 4.99% |
$190K - $214K
|
105K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.71K- 15.91% |
$195K - $221K
|
30.2K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.76K- 7.95% |
$197K - $223K
|
66.8K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.82K- 4.92% |
$199K - $225K
|
112K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.85K- 20.29% |
$200K - $226K
|
23K
$828K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.02K- 7.33% |
$206K - $233K
|
76.1K
$2.74M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.28K- 12.07% |
$215K - $243K
|
45.7K
$1.65M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.54K- 5.28% |
$224K - $253K
|
117K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.57K- 1.94% |
$225K - $254K
|
333K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.71K- 8.72% |
$229K - $259K
|
70.2K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.9K- 15.6% |
$236K - $267K
|
37.3K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.02K- 15.61% |
$240K - $271K
|
37.9K
$1.37M
|