Purchases and Sales Made in Q2 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 2.45% |
$2.57K - $3.01K
|
3.02K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-82- 1.02% |
$2.78K - $3.25K
|
7.98K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-83- 16.6% |
$2.81K - $3.29K
|
417
$16.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-83- 16.6% |
$2.81K - $3.29K
|
417
$16.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-86- 13.23% |
$2.91K - $3.41K
|
564
$22.9K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-89- 0.13% |
$3.02K - $3.53K
|
71K
$2.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-90- 1.26% |
$3.05K - $3.57K
|
7.07K
$287K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90- 0.42% |
$3.05K - $3.57K
|
21.4K
$869K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-98- 0.42% |
$3.32K - $3.89K
|
23.2K
$943K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.13% |
$3.39K - $3.97K
|
76.4K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 0.36% |
$3.39K - $3.97K
|
27.5K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-102- 0.71% |
$3.46K - $4.05K
|
14.3K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-106- 25.0% |
$3.59K - $4.21K
|
318
$12.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-109- 1.73% |
$3.69K - $4.32K
|
6.19K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-121- 12.62% |
$4.1K - $4.8K
|
838
$34K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-166- 6.67% |
$5.62K - $6.59K
|
2.32K
$94.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-170- 1.04% |
$5.76K - $6.74K
|
16.1K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-184- 7.24% |
$6.23K - $7.3K
|
2.36K
$95.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-208- 39.39% |
$7.05K - $8.25K
|
320
$13K
|
|
|
Aug 05, 2024
Q2 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-208- 0.34% |
$7.05K - $8.25K
|
61.2K
$2.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-238- 0.3% |
$8.06K - $9.44K
|
78.3K
$3.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-250- 23.11% |
$8.47K - $9.92K
|
832
$33.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-257- 6.04% |
$8.71K - $10.2K
|
4K
$162K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-259- 33.33% |
$8.77K - $10.3K
|
518
$21K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-267- 2.92% |
$9.05K - $10.6K
|
8.88K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-275- 25.0% |
$9.32K - $10.9K
|
825
$33.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-299- 2.78% |
$10.1K - $11.9K
|
10.4K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-314- 5.58% |
$10.6K - $12.5K
|
5.32K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-329- 2.7% |
$11.1K - $13.1K
|
11.8K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-334- 5.15% |
$11.3K - $13.2K
|
6.16K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-335- 2.75% |
$11.3K - $13.3K
|
11.8K
$480K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-350- 3.28% |
$11.9K - $13.9K
|
10.3K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-370- 1.77% |
$12.5K - $14.7K
|
20.6K
$835K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-403- 1.41% |
$13.7K - $16K
|
28.2K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-457- 2.65% |
$15.5K - $18.1K
|
16.8K
$681K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-474- 5.03% |
$16.1K - $18.8K
|
8.95K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-477- 0.45% |
$16.2K - $18.9K
|
106K
$4.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-477- 5.53% |
$16.2K - $18.9K
|
8.15K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-488- 3.09% |
$16.5K - $19.4K
|
15.3K
$620K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 2.81% |
$16.9K - $19.8K
|
17.3K
$701K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-530- 2.6% |
$18K - $21K
|
19.9K
$806K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-558- 3.79% |
$18.9K - $22.1K
|
14.2K
$575K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-568- 2.39% |
$19.2K - $22.5K
|
23.2K
$939K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-600- 37.5% |
$20.3K - $23.8K
|
1K
$40.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-607- 2.94% |
$20.6K - $24.1K
|
20.1K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-638- 1.54% |
$21.6K - $25.3K
|
40.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-679- 0.49% |
$23K - $26.9K
|
138K
$5.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-683- 19.98% |
$23.1K - $27.1K
|
2.74K
$111K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-778- 77.18% |
$26.4K - $30.9K
|
230
$9.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-783- 2.04% |
$26.5K - $31.1K
|
37.5K
$1.52M
|