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 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-399- 6.43% |
$14.7K - $16.6K
|
5.81K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-400- 41.67% |
$14.7K - $16.6K
|
560
$19.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-413- 3.82% |
$15.2K - $17.1K
|
10.4K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-435- 4.18% |
$16K - $18K
|
9.96K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-446- 5.59% |
$16.4K - $18.5K
|
7.54K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-450- 3.37% |
$16.5K - $18.7K
|
12.9K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-470- 5.7% |
$17.3K - $19.5K
|
7.77K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-478- 3.26% |
$17.6K - $19.8K
|
14.2K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-483- 5.93% |
$17.7K - $20K
|
7.66K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-489- 0.38% |
$18K - $20.3K
|
130K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-492- 2.45% |
$18.1K - $20.4K
|
19.6K
$695K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-493- 6.25% |
$18.1K - $20.5K
|
7.39K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-499- 4.21% |
$18.3K - $20.7K
|
11.4K
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-525- 0.52% |
$19.3K - $21.8K
|
101K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-589- 6.13% |
$21.6K - $24.4K
|
9.03K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-615- 9.89% |
$22.6K - $25.5K
|
5.61K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-624- 5.4% |
$22.9K - $25.9K
|
10.9K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-624- 15.47% |
$22.9K - $25.9K
|
3.41K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-635- 43.05% |
$23.3K - $26.3K
|
840
$29.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-648- 0.61% |
$23.8K - $26.9K
|
105K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-655- 0.28% |
$24.1K - $27.2K
|
230K
$8.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-745- 13.9% |
$27.4K - $30.9K
|
4.61K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-761- 2.79% |
$28K - $31.6K
|
26.5K
$940K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-790- 3.9% |
$29K - $32.8K
|
19.4K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-800- 3.83% |
$29.4K - $33.2K
|
20.1K
$712K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 1.32% |
$29.4K - $33.2K
|
59.8K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-803- 0.88% |
$29.5K - $33.3K
|
91K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-809- 3.26% |
$29.7K - $33.6K
|
24K
$853K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-840- 2.02% |
$30.9K - $34.9K
|
40.7K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-979- 2.83% |
$36K - $40.6K
|
33.6K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-996- 3.93% |
$36.6K - $41.3K
|
24.4K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1K- 27.57% |
$36.7K - $41.5K
|
2.63K
$93.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.03K- 20.28% |
$37.7K - $42.5K
|
4.03K
$143K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.06K- 1.54% |
$39.1K - $44.1K
|
67.9K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 12.55% |
$39.8K - $44.9K
|
7.55K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 1.38% |
$41K - $46.3K
|
79.8K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.12K- 5.89% |
$41.3K - $46.6K
|
17.9K
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.15K- 52.03% |
$42.3K - $47.8K
|
1.06K
$37.7K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.16K- 18.89% |
$42.8K - $48.3K
|
5K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.18K- 81.69% |
$43.4K - $49K
|
265
$9.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.19K- 0.25% |
$43.8K - $49.5K
|
476K
$16.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.2K- 1.02% |
$44.1K - $49.8K
|
116K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 19.28% |
$45.6K - $51.5K
|
5.2K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.28K- 4.62% |
$47.1K - $53.2K
|
26.5K
$939K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.29K- 2.47% |
$47.4K - $53.5K
|
51K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.33K- 3.54% |
$48.8K - $55.1K
|
36.2K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 3.3% |
$49.9K - $56.4K
|
39.8K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.37K- 2.94% |
$50.2K - $56.7K
|
45.1K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 1.97% |
$51.4K - $58.1K
|
69.8K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.46K- 2.45% |
$53.8K - $60.7K
|
58.2K
$2.07M
|