Purchases and Sales Made in Q2 2025 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.67K- 2.0% |
$98.7K - $111K
|
131K
$5.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.87K- 4.5% |
$106K - $119K
|
60.8K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.14K- 3.11% |
$116K - $130K
|
97.9K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 11.72% |
$118K - $132K
|
24K
$929K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.31K- 2.2% |
$122K - $137K
|
147K
$5.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-3.59K- 4.35% |
$132K - $148K
|
78.8K
$3.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.7K- 40.08% |
$136K - $153K
|
5.52K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-3.71K- 5.3% |
$137K - $154K
|
66.3K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.72K- 40.14% |
$137K - $154K
|
5.54K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.76K- 7.94% |
$139K - $156K
|
43.6K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.84K- 3.84% |
$142K - $159K
|
96K
$3.72M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.94K- 12.89% |
$145K - $163K
|
26.6K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.18K- 27.25% |
$154K - $173K
|
11.2K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.29K- 5.77% |
$158K - $177K
|
70K
$2.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.65K- 25.63% |
$172K - $192K
|
13.5K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5K- 6.07% |
$185K - $207K
|
77.3K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.11K- 3.48% |
$189K - $212K
|
142K
$5.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-5.51K- 23.87% |
$203K - $228K
|
17.6K
$681K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.87K- 3.81% |
$217K - $243K
|
148K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6K- 1.09% |
$222K - $248K
|
545K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-6.1K- 8.68% |
$225K - $252K
|
64.2K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.35K- 26.7% |
$234K - $263K
|
17.4K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.49K- 5.28% |
$240K - $269K
|
116K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-6.5K- 1.73% |
$240K - $269K
|
369K
$14.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.63K- 14.22% |
$282K - $316K
|
46K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-7.67K- 32.45% |
$283K - $317K
|
16K
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.78K- 6.41% |
$287K - $322K
|
114K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-7.96K- 10.75% |
$294K - $329K
|
66K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.11K- 57.37% |
$299K - $335K
|
6.02K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.22K- 3.96% |
$303K - $340K
|
199K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-8.71K- 17.46% |
$322K - $361K
|
41.2K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.13K- 3.1% |
$337K - $378K
|
286K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-9.26K- 50.29% |
$342K - $383K
|
9.15K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-10.4K- 5.38% |
$385K - $431K
|
183K
$7.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-11.3K- 3.4% |
$418K - $469K
|
322K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.8K- 4.0% |
$436K - $489K
|
284K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.9K- 26.49% |
$439K - $492K
|
33K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-13.1K- 35.47% |
$484K - $542K
|
23.8K
$925K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.3K- 99.43% |
$492K - $552K
|
77
$2.99K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-13.6K- 22.22% |
$501K - $562K
|
47.5K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14.3K- 1.96% |
$529K - $592K
|
716K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-16K- 56.22% |
$592K - $664K
|
12.5K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-16.2K- 77.42% |
$598K - $671K
|
4.73K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.2K- 0.49% |
$634K - $711K
|
3.5M
$136M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18K- 34.31% |
$665K - $745K
|
34.5K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-23.4K- 98.73% |
$864K - $969K
|
300
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-24.5K- 8.57% |
$903K - $1.01M
|
261K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-27.7K- 68.81% |
$1.02M - $1.15M
|
12.5K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-30K- 6.78% |
$1.11M - $1.24M
|
413K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-31.4K- 71.54% |
$1.16M - $1.3M
|
12.5K
$485K
|