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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15K+ 465.37% |
$72K - $87.2K
|
2.61K
$107K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.14K+ 21.07% |
$71.6K - $86.7K
|
12.3K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.12K+ 16.92% |
$70.9K - $85.9K
|
14.6K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.1K+ 9.77% |
$70.3K - $85.2K
|
23.6K
$965K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.87K+ 7.98% |
$62.5K - $75.7K
|
25.3K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$61.7K - $74.8K
|
1.84K
$75.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.78K+ 1485.0% |
$59.7K - $72.3K
|
1.9K
$77.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.77K+ 11.14% |
$59.1K - $71.6K
|
17.6K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.59K+ 0.85% |
$53.2K - $64.5K
|
189K
$7.72M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.58K+ 1.46% |
$53K - $64.2K
|
110K
$4.5M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.53K+ 5.26% |
$51.2K - $62K
|
30.6K
$1.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.4K+ 5.63% |
$46.9K - $56.8K
|
26.3K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 10.52% |
$42.7K - $51.7K
|
13.4K
$548K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.26K+ 2.03% |
$42.2K - $51.2K
|
63.4K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 14.23% |
$40.8K - $49.4K
|
9.78K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 8.51% |
$39.5K - $47.8K
|
15K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.06KNew |
$35.6K - $43.1K
|
1.06K
$43.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
895+ 0.25% |
$30K - $36.3K
|
355K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
882New |
$29.5K - $35.8K
|
882
$36.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
879+ 8.41% |
$29.4K - $35.7K
|
11.3K
$463K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
866+ 0.86% |
$29K - $35.1K
|
101K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
850New |
$28.5K - $34.5K
|
850
$34.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
804+ 3.61% |
$26.9K - $32.6K
|
23.1K
$943K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
802+ 7.62% |
$26.9K - $32.5K
|
11.3K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
800+ 2.78% |
$26.8K - $32.5K
|
29.6K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.0% |
$23.4K - $28.4K
|
70.8K
$2.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
619+ 4.3% |
$20.7K - $25.1K
|
15K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
600+ 2.8% |
$20.1K - $24.3K
|
22K
$900K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.89% |
$20.1K - $24.3K
|
67.9K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
566+ 3.22% |
$19K - $23K
|
18.1K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
455+ 0.73% |
$15.2K - $18.5K
|
63.2K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
400New |
$13.4K - $16.2K
|
400
$16.4K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
384+ 3.52% |
$12.9K - $15.6K
|
11.3K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
366+ 17.39% |
$12.3K - $14.8K
|
2.47K
$101K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
360+ 300.0% |
$12.1K - $14.6K
|
480
$19.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
334+ 0.29% |
$11.2K - $13.6K
|
116K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
334New |
$11.2K - $13.6K
|
334
$13.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
334+ 4.41% |
$11.2K - $13.6K
|
7.91K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
305+ 0.09% |
$10.2K - $12.4K
|
352K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
304+ 1.29% |
$10.2K - $12.3K
|
23.9K
$979K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
281+ 2554.55% |
$9.41K - $11.4K
|
292
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
266+ 37.46% |
$8.91K - $10.8K
|
976
$39.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
263+ 22.1% |
$8.81K - $10.7K
|
1.45K
$59.4K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
210+ 2.31% |
$7.03K - $8.52K
|
9.29K
$380K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$6.7K - $8.11K
|
200
$8.18K
|