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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
81+ 33.75% |
$2.71K - $3.29K
|
321
$12.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77New |
$2.58K - $3.12K
|
77
$2.99K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
75New |
$2.51K - $3.04K
|
75
$2.91K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
73+ 0.17% |
$2.44K - $2.96K
|
42.5K
$1.65M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
69New |
$2.31K - $2.8K
|
69
$2.68K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
65New |
$2.18K - $2.64K
|
65
$2.52K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 10.8% |
$2.08K - $2.52K
|
636
$24.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60New |
$2.01K - $2.43K
|
60
$2.33K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
51New |
$1.71K - $2.07K
|
51
$1.98K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 15.38% |
$1.61K - $1.95K
|
360
$14K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44New |
$1.47K - $1.79K
|
44
$1.71K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.2% |
$1.37K - $1.66K
|
1.91K
$74K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40+ 2.79% |
$1.34K - $1.62K
|
1.47K
$57.1K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
40+ 0.17% |
$1.34K - $1.62K
|
23.7K
$918K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38+ 0.59% |
$1.27K - $1.54K
|
6.51K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38+ 11.41% |
$1.27K - $1.54K
|
371
$14.4K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
33New |
$1.11K - $1.34K
|
33
$1.28K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.37% |
$1K - $1.22K
|
8.06K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30+ 88.24% |
$1K - $1.22K
|
64
$2.48K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
29+ 0.05% |
$971 - $1.18K
|
61K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
28+ 0.44% |
$938 - $1.14K
|
6.46K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 19.4% |
$871 - $1.05K
|
160
$6.2K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26+ 0.4% |
$871 - $1.05K
|
6.52K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.59% |
$837 - $1.01K
|
472
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25+ 4.28% |
$837 - $1.01K
|
609
$23.6K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.04% |
$804 - $974
|
56.2K
$2.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 233.33% |
$703 - $852
|
30
$1.16K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
20+ 0.2% |
$670 - $811
|
9.97K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$670 - $811
|
20
$776
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 1900.0% |
$636 - $771
|
20
$776
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$603 - $730
|
18
$698
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$603 - $730
|
18
$698
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 1700.0% |
$569 - $690
|
18
$698
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 0.85% |
$569 - $690
|
2.01K
$77.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.83% |
$569 - $690
|
2.05K
$79.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$502 - $609
|
15
$582
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13+ 0.23% |
$435 - $527
|
5.55K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$335 - $406
|
10
$388
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$234 - $284
|
7
$271
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.08% |
$201 - $243
|
7.11K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.54% |
$201 - $243
|
1.11K
$43K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 18.18% |
$201 - $243
|
39
$1.51K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$201 - $243
|
6
$233
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.3% |
$167 - $203
|
1.67K
$64.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 0.87% |
$167 - $203
|
578
$22.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.92% |
$134 - $162
|
439
$17K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
4+ 0.03% |
$134 - $162
|
14.7K
$571K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$134 - $162
|
4
$155
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.08% |
$134 - $162
|
4.74K
$184K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.8% |
$134 - $162
|
507
$19.7K
|