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
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-307- 13.87% |
$10.3K - $12.5K
|
1.91K
$74K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-311- 5.38% |
$10.4K - $12.6K
|
5.47K
$212K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-312- 6.68% |
$10.4K - $12.7K
|
4.36K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-317- 5.47% |
$10.6K - $12.9K
|
5.48K
$212K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-319- 11.7% |
$10.7K - $12.9K
|
2.41K
$93.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-350- 6.58% |
$11.7K - $14.2K
|
4.97K
$193K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-360- 4.59% |
$12.1K - $14.6K
|
7.48K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-370- 5.21% |
$12.4K - $15K
|
6.73K
$261K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-455- 4.95% |
$15.2K - $18.5K
|
8.73K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-467- 2.22% |
$15.6K - $18.9K
|
20.6K
$797K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-474- 5.29% |
$15.9K - $19.2K
|
8.49K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-475- 1.85% |
$15.9K - $19.3K
|
25.2K
$977K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-480- 3.34% |
$16.1K - $19.5K
|
13.9K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-497- 12.88% |
$16.6K - $20.2K
|
3.36K
$130K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-541- 4.08% |
$18.1K - $21.9K
|
12.7K
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-580- 5.8% |
$19.4K - $23.5K
|
9.41K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-582- 3.96% |
$19.5K - $23.6K
|
14.1K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-584- 2.06% |
$19.6K - $23.7K
|
27.8K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-619- 53.36% |
$20.7K - $25.1K
|
541
$21K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-654- 23.49% |
$21.9K - $26.5K
|
2.13K
$82.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-760- 5.07% |
$25.5K - $30.8K
|
14.2K
$552K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-790- 4.8% |
$26.5K - $32.1K
|
15.7K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-818Closed |
$27.4K - $33.2K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-829- 1.65% |
$27.8K - $33.6K
|
49.5K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-838- 2.58% |
$28.1K - $34K
|
31.6K
$1.23M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-838- 4.68% |
$28.1K - $34K
|
17.1K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-858- 54.82% |
$28.7K - $34.8K
|
707
$27.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-900- 41.86% |
$30.1K - $36.5K
|
1.25K
$48.5K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-925- 6.2% |
$31K - $37.5K
|
14K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-926- 10.03% |
$31K - $37.6K
|
8.3K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-987- 1.53% |
$33.1K - $40K
|
63.7K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 0.7% |
$35.6K - $43.1K
|
150K
$5.82M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.11K- 16.24% |
$37.2K - $45K
|
5.73K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 7.44% |
$37.8K - $45.8K
|
14K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.15K- 3.83% |
$38.4K - $46.5K
|
28.8K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.15K- 2.32% |
$38.4K - $46.6K
|
48.4K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 31.09% |
$39.3K - $47.5K
|
2.6K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 17.97% |
$39.7K - $48.1K
|
5.41K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 13.47% |
$39.8K - $48.2K
|
7.63K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.25K- 1.38% |
$42K - $50.8K
|
89.8K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 0.62% |
$43.1K - $52.2K
|
207K
$8.04M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 0.74% |
$44.9K - $54.4K
|
181K
$7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.35K- 3.32% |
$45K - $54.6K
|
39.2K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 11.78% |
$46.7K - $56.6K
|
10.4K
$405K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.46K- 18.77% |
$48.8K - $59.1K
|
6.3K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.5K- 15.75% |
$50.2K - $60.8K
|
8.02K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 6.16% |
$50.9K - $61.6K
|
23.1K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.55K- 14.24% |
$51.8K - $62.7K
|
9.31K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.57K- 0.78% |
$52.6K - $63.7K
|
200K
$7.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.68K- 57.34% |
$56.3K - $68.2K
|
1.25K
$48.5K
|