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
|
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
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 7.19% |
$6.13K - $7.42K
|
2.73K
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
159+ 0.94% |
$5.32K - $6.45K
|
17K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
147+ 2.07% |
$4.92K - $5.96K
|
7.25K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
146+ 1.84% |
$4.89K - $5.92K
|
8.09K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 25.09% |
$4.76K - $5.76K
|
708
$29K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.85K - $3.45K
|
85
$3.48K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85+ 85.0% |
$2.85K - $3.45K
|
185
$7.57K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 1620.0% |
$2.71K - $3.29K
|
86
$3.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77New |
$2.58K - $3.12K
|
77
$3.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
73+ 0.17% |
$2.44K - $2.96K
|
42.5K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 10.8% |
$2.08K - $2.52K
|
636
$26K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60New |
$2.01K - $2.43K
|
60
$2.45K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44New |
$1.47K - $1.79K
|
44
$1.8K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
40+ 0.17% |
$1.34K - $1.62K
|
23.7K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38+ 11.41% |
$1.27K - $1.54K
|
371
$15.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38+ 0.59% |
$1.27K - $1.54K
|
6.51K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30+ 88.24% |
$1K - $1.22K
|
64
$2.62K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.37% |
$1K - $1.22K
|
8.06K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
29+ 0.05% |
$971 - $1.18K
|
61K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
28+ 0.44% |
$938 - $1.14K
|
6.46K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 19.4% |
$871 - $1.05K
|
160
$6.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.59% |
$837 - $1.01K
|
472
$19.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 233.33% |
$703 - $852
|
30
$1.23K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$670 - $811
|
20
$818
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
20+ 0.2% |
$670 - $811
|
9.97K
$408K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 1900.0% |
$636 - $771
|
20
$818
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$603 - $730
|
18
$736
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$603 - $730
|
18
$736
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 1700.0% |
$569 - $690
|
18
$736
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 0.85% |
$569 - $690
|
2.01K
$82.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.83% |
$569 - $690
|
2.05K
$84K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$502 - $609
|
15
$614
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13+ 0.23% |
$435 - $527
|
5.55K
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.08% |
$201 - $243
|
7.11K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.54% |
$201 - $243
|
1.11K
$45.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 18.18% |
$201 - $243
|
39
$1.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 0.87% |
$167 - $203
|
578
$23.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.3% |
$167 - $203
|
1.67K
$68.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.8% |
$134 - $162
|
507
$20.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
4+ 0.03% |
$134 - $162
|
14.7K
$602K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.92% |
$134 - $162
|
439
$18K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$134 - $162
|
4
$164
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$100 - $122
|
7.91K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 60.0% |
$100 - $122
|
8
$327
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.85% |
$100 - $122
|
355
$14.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$100 - $122
|
3
$123
|