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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 8.33% |
$367 - $415
|
110
$3.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 2.64% |
$404 - $456
|
406
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-11- 2.64% |
$404 - $456
|
406
$14.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-11- 0.02% |
$404 - $456
|
47.3K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15- 0.05% |
$551 - $622
|
28.5K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 0.03% |
$551 - $622
|
48.7K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-17- 1.81% |
$625 - $705
|
922
$32.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.16% |
$625 - $705
|
10.3K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-24- 2.86% |
$882 - $996
|
814
$28.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-32- 64.0% |
$1.18K - $1.33K
|
18
$639
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-38- 0.32% |
$1.4K - $1.58K
|
11.8K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-38- 0.32% |
$1.4K - $1.58K
|
12K
$426K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-40- 0.72% |
$1.47K - $1.66K
|
5.52K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 0.48% |
$1.54K - $1.74K
|
8.74K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-48- 38.71% |
$1.76K - $1.99K
|
76
$2.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-48- 24.24% |
$1.76K - $1.99K
|
150
$5.32K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-49- 0.47% |
$1.8K - $2.03K
|
10.5K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-66- 0.07% |
$2.42K - $2.74K
|
96.3K
$3.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-70- 3.19% |
$2.57K - $2.9K
|
2.13K
$75.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-83- 0.9% |
$3.05K - $3.44K
|
9.13K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-91- 3.86% |
$3.34K - $3.78K
|
2.27K
$80.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-96- 1.39% |
$3.53K - $3.98K
|
6.8K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-114- 0.25% |
$4.19K - $4.73K
|
44.9K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-124- 0.45% |
$4.56K - $5.14K
|
27.4K
$973K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-125- 0.48% |
$4.59K - $5.19K
|
25.9K
$919K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-130- 1.68% |
$4.78K - $5.39K
|
7.63K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-135- 2.18% |
$4.96K - $5.6K
|
6.05K
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-137- 83.54% |
$5.03K - $5.68K
|
27
$958
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-141- 3.11% |
$5.18K - $5.85K
|
4.39K
$156K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159- 16.27% |
$5.84K - $6.6K
|
818
$29K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-164- 1.15% |
$6.03K - $6.8K
|
14.1K
$500K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-177- 0.83% |
$6.5K - $7.34K
|
21.2K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-184- 16.2% |
$6.76K - $7.63K
|
952
$33.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-203- 1.21% |
$7.46K - $8.42K
|
16.6K
$589K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-205- 1.33% |
$7.53K - $8.51K
|
15.2K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-211- 3.3% |
$7.75K - $8.75K
|
6.19K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-219- 2.07% |
$8.05K - $9.09K
|
10.4K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-221- 1.53% |
$8.12K - $9.17K
|
14.2K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-229- 4.61% |
$8.41K - $9.5K
|
4.74K
$168K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-231- 0.99% |
$8.49K - $9.58K
|
23K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-232- 0.86% |
$8.52K - $9.63K
|
26.8K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-239- 0.47% |
$8.78K - $9.92K
|
50.1K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-250- 1.08% |
$9.19K - $10.4K
|
22.9K
$813K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-255- 3.35% |
$9.37K - $10.6K
|
7.36K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-291- 13.24% |
$10.7K - $12.1K
|
1.91K
$67.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 12.24% |
$11K - $12.4K
|
2.15K
$76.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-304- 0.54% |
$11.2K - $12.6K
|
55.9K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-332- 39.9% |
$12.2K - $13.8K
|
500
$17.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-335- 4.74% |
$12.3K - $13.9K
|
6.74K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-397- 0.27% |
$14.6K - $16.5K
|
145K
$5.13M
|