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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$100 - $122
|
7.91K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$100 - $122
|
3
$116
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 10.71% |
$100 - $122
|
31
$1.2K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 60.0% |
$100 - $122
|
8
$310
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.85% |
$100 - $122
|
355
$13.8K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.58% |
$67 - $81.1
|
346
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.03% |
$67 - $81.1
|
6.34K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$33.5 - $40.6
|
167
$6.48K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.06% |
$33.5 - $40.6
|
1.63K
$63K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$33.5 - $40.6
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1- 0.01% |
$33.5 - $40.6
|
11K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 66.67% |
$67 - $81.1
|
1
$38.8
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.22% |
$100 - $122
|
242
$9.38K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4- 50.0% |
$134 - $162
|
4
$155
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 25.0% |
$134 - $162
|
12
$465
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-11- 0.14% |
$368 - $446
|
7.8K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13- 0.81% |
$435 - $527
|
1.6K
$62K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-13- 86.67% |
$435 - $527
|
2
$77.6
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-15- 0.22% |
$502 - $609
|
6.73K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.04% |
$804 - $974
|
1.15K
$44.8K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-34- 7.14% |
$1.14K - $1.38K
|
442
$17.1K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 2.15% |
$1.37K - $1.66K
|
1.87K
$72.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.8% |
$1.67K - $2.03K
|
6.19K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-50- 0.19% |
$1.67K - $2.03K
|
26.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-56- 0.84% |
$1.88K - $2.27K
|
6.59K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-71- 0.09% |
$2.38K - $2.88K
|
75.4K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 5.0% |
$2.61K - $3.16K
|
1.48K
$57.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-83- 0.47% |
$2.78K - $3.37K
|
17.8K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-89- 0.83% |
$2.98K - $3.61K
|
10.6K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 1.05% |
$3.35K - $4.06K
|
9.43K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-106- 64.63% |
$3.55K - $4.3K
|
58
$2.25K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-118- 3.63% |
$3.95K - $4.79K
|
3.13K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-120- 2.26% |
$4.02K - $4.87K
|
5.2K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-129- 1.69% |
$4.32K - $5.23K
|
7.5K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-143- 0.35% |
$4.79K - $5.8K
|
41.1K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 5.41% |
$5.06K - $6.13K
|
2.64K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-158- 16.06% |
$5.29K - $6.41K
|
826
$32K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-159- 1.36% |
$5.32K - $6.45K
|
11.5K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-163- 0.79% |
$5.46K - $6.61K
|
20.5K
$797K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-165- 0.49% |
$5.53K - $6.69K
|
33.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-194- 0.39% |
$6.5K - $7.87K
|
49.5K
$1.92M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-204- 13.39% |
$6.83K - $8.28K
|
1.32K
$51.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-208- 1.07% |
$6.97K - $8.44K
|
19.3K
$749K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-239- 0.73% |
$8K - $9.7K
|
32.3K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-249- 90.55% |
$8.34K - $10.1K
|
26
$1.01K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-249- 0.18% |
$8.34K - $10.1K
|
140K
$5.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-255- 1.84% |
$8.54K - $10.3K
|
13.6K
$528K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-271- 2.2% |
$9.08K - $11K
|
12K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-279- 2.13% |
$9.34K - $11.3K
|
12.8K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-291- 3.11% |
$9.75K - $11.8K
|
9.07K
$352K
|