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 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$12.9K - $14.5K
|
350
$13.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
337+ 391.86% |
$12.4K - $13.9K
|
423
$16.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
337New |
$12.4K - $13.9K
|
337
$13.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
323+ 1.82% |
$11.9K - $13.4K
|
18.1K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
322+ 0.47% |
$11.9K - $13.3K
|
69.4K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
296+ 2.61% |
$10.9K - $12.3K
|
11.6K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
287New |
$10.6K - $11.9K
|
287
$11.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
276+ 220.8% |
$10.2K - $11.4K
|
401
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
267+ 1.43% |
$9.86K - $11.1K
|
18.9K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
260+ 0.66% |
$9.6K - $10.8K
|
40K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
256+ 17.07% |
$9.45K - $10.6K
|
1.76K
$68.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
246+ 4.67% |
$9.08K - $10.2K
|
5.52K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
240+ 8.31% |
$8.86K - $9.93K
|
3.13K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
240New |
$8.86K - $9.93K
|
240
$9.31K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
237+ 3.11% |
$8.75K - $9.81K
|
7.86K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
227New |
$8.38K - $9.4K
|
227
$8.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
208New |
$7.68K - $8.61K
|
208
$8.07K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
205+ 1.06% |
$7.57K - $8.48K
|
19.5K
$757K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 0.08% |
$7.38K - $8.28K
|
240K
$9.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
189+ 2.28% |
$6.98K - $7.82K
|
8.49K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
186+ 12.15% |
$6.87K - $7.7K
|
1.72K
$66.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
175+ 0.67% |
$6.46K - $7.24K
|
26.4K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
173+ 2.19% |
$6.39K - $7.16K
|
8.09K
$314K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
165+ 0.15% |
$6.09K - $6.83K
|
107K
$4.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
143+ 1.02% |
$5.28K - $5.92K
|
14.2K
$550K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
140+ 7.34% |
$5.17K - $5.79K
|
2.05K
$79.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
120+ 15.44% |
$4.43K - $4.97K
|
897
$34.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
112+ 2.57% |
$4.14K - $4.64K
|
4.47K
$174K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 4.32% |
$3.84K - $4.3K
|
2.51K
$97.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
100+ 1.08% |
$3.69K - $4.14K
|
9.39K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
96New |
$3.54K - $3.97K
|
96
$3.72K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
92+ 0.16% |
$3.4K - $3.81K
|
57.2K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 18.54% |
$3.29K - $3.68K
|
569
$22.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
84+ 0.84% |
$3.1K - $3.48K
|
10.1K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
79+ 0.13% |
$2.92K - $3.27K
|
61.1K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
71New |
$2.62K - $2.94K
|
71
$2.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
70+ 0.4% |
$2.58K - $2.9K
|
17.7K
$686K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
69+ 9.76% |
$2.55K - $2.86K
|
776
$30.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
67New |
$2.47K - $2.77K
|
67
$2.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
64+ 0.52% |
$2.36K - $2.65K
|
12.3K
$478K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
63+ 1.15% |
$2.33K - $2.61K
|
5.54K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
62+ 0.77% |
$2.29K - $2.57K
|
8.15K
$316K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
58New |
$2.14K - $2.4K
|
58
$2.25K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
54+ 0.86% |
$1.99K - $2.24K
|
6.33K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
53+ 0.31% |
$1.96K - $2.19K
|
17.4K
$674K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
52+ 1733.33% |
$1.92K - $2.15K
|
55
$2.13K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
47New |
$1.74K - $1.95K
|
47
$1.82K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
47+ 0.75% |
$1.74K - $1.95K
|
6.35K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
42+ 0.18% |
$1.55K - $1.74K
|
23.7K
$920K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41New |
$1.51K - $1.7K
|
41
$1.59K
|