Purchases and Sales Made in Q1 2025 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q1 2025. 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 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
350K+ 16.45% |
$11.7M - $14.2M
|
2.48M
$101M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
254KNew |
$8.5M - $10.3M
|
254K
$10.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128K+ 2579.03% |
$4.27M - $5.18M
|
133K
$5.42M
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
69.4KNew |
$2.32M - $2.82M
|
69.4K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
50.3K+ 6.29% |
$1.69M - $2.04M
|
851K
$34.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
38.1KNew |
$1.28M - $1.55M
|
38.1K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35.4KNew |
$1.18M - $1.43M
|
35.4K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
34.5KNew |
$1.16M - $1.4M
|
34.5K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
32.2K+ 111.58% |
$1.08M - $1.31M
|
61.1K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
32K+ 45.07% |
$1.07M - $1.3M
|
103K
$4.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
29.7K+ 5.86% |
$995K - $1.21M
|
537K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
28.5KNew |
$955K - $1.16M
|
28.5K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
23K+ 3518.63% |
$772K - $935K
|
23.7K
$969K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
19.9K+ 3.66% |
$665K - $806K
|
563K
$23M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
18.4K+ 0.91% |
$615K - $745K
|
2.05M
$83.6M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.1K+ 6.74% |
$506K - $613K
|
239K
$9.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.2K+ 15.58% |
$474K - $575K
|
105K
$4.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.3KNew |
$445K - $539K
|
13.3K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 13.14% |
$359K - $435K
|
92.3K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 54.98% |
$358K - $434K
|
30.2K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.96KNew |
$334K - $404K
|
9.96K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.26KNew |
$310K - $376K
|
9.26K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.74K+ 96.12% |
$293K - $355K
|
17.8K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.2K+ 3.96% |
$274K - $333K
|
215K
$8.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.13K+ 15.73% |
$239K - $289K
|
52.5K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.97K+ 13.9% |
$233K - $283K
|
57.1K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.84K+ 2.37% |
$229K - $277K
|
295K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.49K+ 4.53% |
$217K - $263K
|
150K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.46K+ 13.65% |
$216K - $262K
|
53.8K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
6.38K+ 2134.45% |
$214K - $259K
|
6.68K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
6.28KNew |
$210K - $255K
|
6.28K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.98K+ 6.89% |
$200K - $243K
|
92.7K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.55K+ 7.79% |
$186K - $225K
|
76.8K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.33KNew |
$178K - $216K
|
5.33K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.32KNew |
$178K - $216K
|
5.32K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.27KNew |
$176K - $214K
|
5.27K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.25KNew |
$176K - $213K
|
5.25K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.13KNew |
$172K - $208K
|
5.13K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.91K+ 0.68% |
$164K - $199K
|
731K
$29.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.13K+ 23.43% |
$138K - $168K
|
21.8K
$891K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.02K+ 3.89% |
$134K - $163K
|
107K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.46K+ 3.85% |
$116K - $140K
|
93.3K
$3.82M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.12K+ 26.99% |
$104K - $126K
|
14.7K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 6.62% |
$99.3K - $120K
|
47.7K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.69K+ 1.62% |
$90.1K - $109K
|
169K
$6.9M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 1.85% |
$81.3K - $98.5K
|
134K
$5.47M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 2.95% |
$76K - $92.1K
|
79.2K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 220.32% |
$74.8K - $90.6K
|
3.25K
$133K
|