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 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.31K- 3.51% |
$77.2K - $93.5K
|
63.4K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 20.68% |
$80.5K - $97.5K
|
9.22K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.78K- 4.66% |
$93K - $113K
|
56.8K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.84K- 20.25% |
$95K - $115K
|
11.2K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.19K- 3.06% |
$107K - $129K
|
101K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.41K- 9.48% |
$114K - $138K
|
32.6K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.43K- 2.57% |
$115K - $139K
|
130K
$5.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.68K- 5.79% |
$123K - $149K
|
59.9K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.72K- 4.79% |
$125K - $151K
|
74K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.78K- 11.06% |
$126K - $153K
|
30.4K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.84K- 4.01% |
$162K - $196K
|
116K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.89K- 60.76% |
$197K - $239K
|
3.81K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-6.3K- 55.98% |
$211K - $256K
|
4.95K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.36K- 38.28% |
$213K - $258K
|
10.3K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.36K- 4.98% |
$213K - $258K
|
121K
$4.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.7K- 4.39% |
$258K - $312K
|
168K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.71K- 33.47% |
$292K - $353K
|
17.3K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10.1K- 9.86% |
$338K - $410K
|
92.3K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-10.3K- 47.61% |
$344K - $417K
|
11.3K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.7K- 20.62% |
$391K - $473K
|
44.9K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.2K- 16.58% |
$475K - $576K
|
71.4K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-18.3K- 30.89% |
$614K - $744K
|
41K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.2K- 2.64% |
$642K - $778K
|
706K
$28.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19.3K- 13.03% |
$646K - $782K
|
129K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-21.1K- 7.5% |
$708K - $858K
|
261K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-22.7K- 12.85% |
$759K - $920K
|
154K
$6.29M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-25.6K- 69.49% |
$857K - $1.04M
|
11.2K
$460K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-26.1K- 21.31% |
$875K - $1.06M
|
96.5K
$3.95M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-32.2K- 11.35% |
$1.08M - $1.31M
|
252K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-43.5K- 83.77% |
$1.46M - $1.76M
|
8.43K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-129K- 97.47% |
$4.33M - $5.24M
|
3.35K
$137K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-194K- 2.88% |
$6.48M - $7.86M
|
6.53M
$267M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-224K- 22.75% |
$7.5M - $9.09M
|
761K
$31.1M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-307K- 15.86% |
$10.3M - $12.5M
|
1.63M
$66.6M
|