Purchases and Sales Made in Q3 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
8.97K+ 6.52% |
$330K - $372K
|
147K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.71K+ 24.27% |
$320K - $361K
|
44.6K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.64K+ 74.52% |
$318K - $359K
|
20.2K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.15K+ 2.97% |
$299K - $338K
|
282K
$9.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.8K+ 13.14% |
$287K - $324K
|
67.2K
$2.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.8K+ 3.29% |
$287K - $324K
|
245K
$8.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.68KNew |
$282K - $319K
|
7.68K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.62K+ 38.12% |
$280K - $316K
|
27.6K
$970K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.59KNew |
$279K - $315K
|
7.59K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.5KNew |
$275K - $311K
|
7.5K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.43K+ 39.8% |
$273K - $308K
|
26.1K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.24KNew |
$266K - $300K
|
7.24K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
7.2K+ 79.74% |
$265K - $299K
|
16.2K
$571K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.1K+ 710.0% |
$261K - $295K
|
8.1K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.05K+ 16.61% |
$259K - $293K
|
49.5K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.82K+ 5.13% |
$251K - $283K
|
140K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67K+ 5.22% |
$245K - $277K
|
134K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.58K+ 6.28% |
$242K - $273K
|
111K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6.34K+ 15.7% |
$233K - $263K
|
46.8K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.21K+ 15.35% |
$228K - $258K
|
46.7K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.18K+ 10.44% |
$227K - $257K
|
65.4K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.17KNew |
$227K - $256K
|
6.17K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$225K - $254K
|
6.12K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.09KNew |
$224K - $253K
|
6.09K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
6K+ 13.98% |
$220K - $249K
|
48.9K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.75KNew |
$211K - $239K
|
5.75K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.5KNew |
$202K - $228K
|
5.5K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.43K+ 43.29% |
$200K - $225K
|
18K
$632K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.35KNew |
$197K - $222K
|
5.35K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.35K+ 17.33% |
$196K - $222K
|
36.2K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.35KNew |
$196K - $222K
|
5.35K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.32KNew |
$196K - $221K
|
5.32K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.3KNew |
$195K - $220K
|
5.3K
$186K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
5.3KNew |
$195K - $220K
|
5.3K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.3K+ 22.67% |
$195K - $220K
|
28.7K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.19KNew |
$191K - $215K
|
5.19K
$182K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.84KNew |
$178K - $201K
|
4.84K
$170K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.67K+ 11.0% |
$171K - $194K
|
47.1K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.57K+ 6.76% |
$168K - $190K
|
72.2K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
4.45K+ 6.15% |
$163K - $185K
|
76.8K
$2.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.92K+ 3.77% |
$144K - $162K
|
108K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.88KNew |
$143K - $161K
|
3.88K
$136K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.76K+ 6.01% |
$138K - $156K
|
66.4K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.71K+ 12.57% |
$136K - $154K
|
33.2K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.64KNew |
$134K - $151K
|
3.64K
$128K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.62K+ 62.59% |
$133K - $150K
|
9.41K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 3.72% |
$129K - $145K
|
97.7K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.4K+ 2.07% |
$125K - $141K
|
168K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.07K+ 4.3% |
$113K - $127K
|
74.4K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 13.38% |
$109K - $123K
|
25.2K
$885K
|