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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13- 0.23% |
$480 - $538
|
5.54K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-14- 3.77% |
$517 - $579
|
357
$13.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$554 - $621
|
17.8K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 51.61% |
$591 - $662
|
15
$582
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-17- 38.64% |
$628 - $704
|
27
$1.05K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20- 0.02% |
$738 - $828
|
89.7K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-26- 0.02% |
$960 - $1.08K
|
127K
$4.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 2.43% |
$997 - $1.12K
|
1.08K
$42K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-34- 0.45% |
$1.26K - $1.41K
|
7.46K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34- 2.31% |
$1.26K - $1.41K
|
1.44K
$55.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-35- 9.36% |
$1.29K - $1.45K
|
339
$13.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 79.17% |
$1.4K - $1.57K
|
10
$388
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 81.67% |
$1.81K - $2.03K
|
11
$427
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-68- 14.41% |
$2.51K - $2.81K
|
404
$15.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 0.45% |
$2.58K - $2.9K
|
15.6K
$604K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73- 0.43% |
$2.7K - $3.02K
|
17K
$659K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-85- 1.24% |
$3.14K - $3.52K
|
6.75K
$262K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-96- 0.24% |
$3.54K - $3.97K
|
40.7K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-100- 1.83% |
$3.69K - $4.14K
|
5.36K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-141- 0.07% |
$5.21K - $5.84K
|
213K
$8.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-147- 2.03% |
$5.43K - $6.08K
|
7.1K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-148- 1.2% |
$5.46K - $6.13K
|
12.1K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-149- 37.25% |
$5.5K - $6.17K
|
251
$9.73K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-158- 35.99% |
$5.83K - $6.54K
|
281
$10.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-165- 6.25% |
$6.09K - $6.83K
|
2.48K
$96K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-173- 39.14% |
$6.39K - $7.16K
|
269
$10.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-220- 6.72% |
$8.12K - $9.11K
|
3.06K
$118K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-224- 0.85% |
$8.27K - $9.27K
|
26.2K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-250- 29.41% |
$9.23K - $10.3K
|
600
$23.3K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-274- 1.82% |
$10.1K - $11.3K
|
14.8K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-276- 0.77% |
$10.2K - $11.4K
|
35.8K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-294- 1.36% |
$10.9K - $12.2K
|
21.3K
$827K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-363- 57.08% |
$13.4K - $15K
|
273
$10.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-378- 0.45% |
$14K - $15.6K
|
82.9K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-382- 0.79% |
$14.1K - $15.8K
|
48K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-387- 5.75% |
$14.3K - $16K
|
6.35K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-400- 6.31% |
$14.8K - $16.6K
|
5.94K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-401- 4.38% |
$14.8K - $16.6K
|
8.75K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-415- 5.28% |
$15.3K - $17.2K
|
7.45K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-436- 1.78% |
$16.1K - $18K
|
24.1K
$934K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-450- 6.97% |
$16.6K - $18.6K
|
6.01K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-501- 3.9% |
$18.5K - $20.7K
|
12.3K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-508- 69.3% |
$18.8K - $21K
|
225
$8.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-529- 6.68% |
$19.5K - $21.9K
|
7.39K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-546- 0.71% |
$20.2K - $22.6K
|
76.3K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-550- 5.18% |
$20.3K - $22.8K
|
10.1K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-563- 0.34% |
$20.8K - $23.3K
|
167K
$6.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-568- 22.99% |
$21K - $23.5K
|
1.9K
$73.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-568- 6.74% |
$21K - $23.5K
|
7.86K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-589- 2.05% |
$21.7K - $24.4K
|
28.2K
$1.09M
|