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 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.69K- 1.61% |
$56.6K - $68.6K
|
103K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.7K- 7.27% |
$56.8K - $68.8K
|
21.6K
$838K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 1.73% |
$58.9K - $71.4K
|
99.8K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 5.21% |
$62K - $75.1K
|
33.7K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.87K- 3.36% |
$62.5K - $75.7K
|
53.6K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.87K- 21.95% |
$62.7K - $75.9K
|
6.66K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.92K- 2.36% |
$64.2K - $77.7K
|
79.4K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.94K- 19.47% |
$65.1K - $78.9K
|
8.04K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.97K- 14.33% |
$65.8K - $79.7K
|
11.7K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 50.0% |
$67K - $81.1K
|
2K
$77.6K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.03K- 2.61% |
$68.1K - $82.5K
|
76K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.12K- 1.49% |
$71.1K - $86.2K
|
140K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.2K- 3.06% |
$73.7K - $89.3K
|
69.7K
$2.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.27K- 22.04% |
$76.1K - $92.1K
|
8.04K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.31K- 3.51% |
$77.2K - $93.5K
|
63.4K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 20.68% |
$80.5K - $97.5K
|
9.22K
$358K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.54K- 45.77% |
$84.9K - $103K
|
3K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.66K- 9.77% |
$88.9K - $108K
|
24.5K
$951K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.78K- 4.66% |
$93K - $113K
|
56.8K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.79K- 14.55% |
$93.5K - $113K
|
16.4K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.84K- 20.25% |
$95K - $115K
|
11.2K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3K- 11.05% |
$100K - $122K
|
24.2K
$937K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.19K- 3.06% |
$107K - $129K
|
101K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.23K- 10.63% |
$108K - $131K
|
27.2K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.41K- 9.48% |
$114K - $138K
|
32.6K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.43K- 2.57% |
$115K - $139K
|
130K
$5.04M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 12.54% |
$115K - $140K
|
24K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3.48K- 4.73% |
$117K - $141K
|
70K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.68K- 5.79% |
$123K - $149K
|
59.9K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.72K- 4.79% |
$125K - $151K
|
74K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.78K- 11.06% |
$126K - $153K
|
30.4K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.27K- 21.76% |
$143K - $173K
|
15.3K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-4.55K- 12.86% |
$152K - $185K
|
30.8K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-4.73K- 2.3% |
$158K - $192K
|
200K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.77K- 1.39% |
$160K - $194K
|
339K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.84K- 4.01% |
$162K - $196K
|
116K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.89K- 60.76% |
$197K - $239K
|
3.81K
$148K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-6.3K- 55.98% |
$211K - $256K
|
4.95K
$192K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.36K- 38.28% |
$213K - $258K
|
10.3K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.36K- 4.98% |
$213K - $258K
|
121K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.53K- 1.93% |
$219K - $265K
|
332K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.81K- 1.74% |
$228K - $276K
|
385K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.38K- 45.3% |
$247K - $299K
|
8.91K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-7.45K- 39.15% |
$249K - $302K
|
11.6K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.7K- 4.39% |
$258K - $312K
|
168K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-8.1K- 15.0% |
$271K - $329K
|
45.9K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-8.29K- 51.24% |
$277K - $336K
|
7.88K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.71K- 33.47% |
$292K - $353K
|
17.3K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.73K- 14.06% |
$292K - $354K
|
53.4K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.97K- 10.36% |
$300K - $364K
|
77.5K
$3.01M
|