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 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
480New |
$16.1K - $19.5K
|
480
$18.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
455+ 0.73% |
$15.2K - $18.5K
|
63.2K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
444+ 0.26% |
$14.9K - $18K
|
173K
$6.69M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
407+ 74.95% |
$13.6K - $16.5K
|
950
$36.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
400New |
$13.4K - $16.2K
|
400
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
390New |
$13.1K - $15.8K
|
390
$15.1K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
384+ 3.52% |
$12.9K - $15.6K
|
11.3K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
382+ 59.5% |
$12.8K - $15.5K
|
1.02K
$39.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
366+ 17.39% |
$12.3K - $14.8K
|
2.47K
$95.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
360+ 300.0% |
$12.1K - $14.6K
|
480
$18.6K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
336+ 0.23% |
$11.3K - $13.6K
|
147K
$5.7M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
335+ 6.06% |
$11.2K - $13.6K
|
5.86K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
334+ 0.29% |
$11.2K - $13.6K
|
116K
$4.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
334+ 4.41% |
$11.2K - $13.6K
|
7.91K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
334New |
$11.2K - $13.6K
|
334
$13K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
327+ 2.04% |
$11K - $13.3K
|
16.3K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
326New |
$10.9K - $13.2K
|
326
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
307+ 0.96% |
$10.3K - $12.5K
|
32.2K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
305+ 0.09% |
$10.2K - $12.4K
|
352K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
304+ 1.29% |
$10.2K - $12.3K
|
23.9K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
304+ 27.59% |
$10.2K - $12.3K
|
1.41K
$54.5K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
303+ 24.67% |
$10.1K - $12.3K
|
1.53K
$59.4K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
281+ 2554.55% |
$9.41K - $11.4K
|
292
$11.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
266+ 37.46% |
$8.91K - $10.8K
|
976
$37.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
263+ 22.1% |
$8.81K - $10.7K
|
1.45K
$56.3K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
262New |
$8.77K - $10.6K
|
262
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
237+ 6.77% |
$7.94K - $9.62K
|
3.74K
$145K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
210+ 2.31% |
$7.03K - $8.52K
|
9.29K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
200+ 2.77% |
$6.7K - $8.11K
|
7.42K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$6.7K - $8.11K
|
200
$7.76K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
188+ 1.56% |
$6.3K - $7.63K
|
12.3K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 7.19% |
$6.13K - $7.42K
|
2.73K
$106K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
175New |
$5.86K - $7.1K
|
175
$6.79K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
159+ 0.94% |
$5.32K - $6.45K
|
17K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
152New |
$5.09K - $6.17K
|
152
$5.89K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
150+ 1.07% |
$5.02K - $6.09K
|
14.2K
$551K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
147+ 2.07% |
$4.92K - $5.96K
|
7.25K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
146+ 1.84% |
$4.89K - $5.92K
|
8.09K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144+ 2.7% |
$4.82K - $5.84K
|
5.48K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
142+ 25.09% |
$4.76K - $5.76K
|
708
$27.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
126New |
$4.22K - $5.11K
|
126
$4.89K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
107+ 1.0% |
$3.58K - $4.34K
|
10.8K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
106+ 0.9% |
$3.55K - $4.3K
|
11.9K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
103New |
$3.45K - $4.18K
|
103
$3.99K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
102+ 0.2% |
$3.42K - $4.14K
|
49.9K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
96+ 1.83% |
$3.22K - $3.89K
|
5.35K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
92New |
$3.08K - $3.73K
|
92
$3.57K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
85+ 85.0% |
$2.85K - $3.45K
|
185
$7.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.85K - $3.45K
|
85
$3.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 1620.0% |
$2.71K - $3.29K
|
86
$3.34K
|