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
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 7.55% |
$54.7K - $61.8K
|
18.2K
$647K
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-1.51K- 20.99% |
$55.5K - $62.7K
|
5.69K
$202K
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.55K- 0.51% |
$57.1K - $64.5K
|
305K
$10.8M
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.6K- 4.92% |
$58.9K - $66.5K
|
31K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.61K- 3.86% |
$59K - $66.7K
|
40K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.65K- 1.39% |
$60.4K - $68.3K
|
116K
$4.13M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.65K- 2.69% |
$60.7K - $68.5K
|
59.6K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.7K- 0.92% |
$62.5K - $70.5K
|
184K
$6.51M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.78K- 8.48% |
$65.4K - $73.9K
|
19.2K
$682K
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.81K- 5.42% |
$66.4K - $74.9K
|
31.5K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.85K- 1.98% |
$68.1K - $76.9K
|
91.8K
$3.26M
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.95K- 3.7% |
$71.6K - $80.8K
|
50.7K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.96K- 12.82% |
$71.9K - $81.2K
|
13.3K
$472K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.97K- 0.7% |
$72.4K - $81.7K
|
278K
$9.85M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.11K- 2.01% |
$77.6K - $87.6K
|
103K
$3.66M
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.2K- 2.82% |
$80.8K - $91.3K
|
75.7K
$2.69M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.28K- 21.64% |
$83.7K - $94.5K
|
8.25K
$293K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 51.86% |
$84.1K - $95K
|
2.13K
$75.4K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.31K- 1.24% |
$85K - $96K
|
184K
$6.53M
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.38K- 1.8% |
$87.4K - $98.7K
|
130K
$4.62M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.5K- 76.92% |
$91.9K - $104K
|
750
$26.6K
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.5K- 0.45% |
$91.9K - $104K
|
551K
$19.6M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-2.7K- 4.41% |
$99.1K - $112K
|
58.5K
$2.07M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.73K- 15.12% |
$100K - $113K
|
15.4K
$545K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.96K- 4.45% |
$109K - $123K
|
63.4K
$2.25M
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3K- 26.99% |
$110K - $124K
|
8.11K
$288K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.21K- 69.12% |
$118K - $133K
|
1.43K
$50.8K
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.36K- 17.01% |
$124K - $140K
|
16.4K
$582K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.41K- 7.39% |
$125K - $141K
|
42.7K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.6K- 9.86% |
$132K - $149K
|
32.9K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.87K- 8.57% |
$142K - $160K
|
41.3K
$1.46M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.95K- 7.17% |
$145K - $164K
|
51.1K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 9.18% |
$148K - $168K
|
39.9K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.47K- 1.08% |
$164K - $185K
|
408K
$14.5M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.56K- 4.75% |
$167K - $189K
|
91.4K
$3.24M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-4.65K- 42.97% |
$171K - $193K
|
6.17K
$219K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.72K- 2.04% |
$173K - $196K
|
227K
$8.05M
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.74K- 1.34% |
$174K - $196K
|
350K
$12.4M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.77K- 9.94% |
$175K - $198K
|
43.2K
$1.53M
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-5.09K- 8.76% |
$187K - $211K
|
53K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-5.29K- 2.14% |
$194K - $219K
|
242K
$8.59M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.56K- 0.02% |
$204K - $231K
|
27.8M
$987M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.59K- 10.85% |
$205K - $232K
|
46K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.62K- 44.41% |
$206K - $233K
|
7.03K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-6.12K- 6.42% |
$225K - $254K
|
89.2K
$3.16M
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.22K- 9.3% |
$229K - $258K
|
60.7K
$2.15M
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6.41K- 12.89% |
$236K - $266K
|
43.3K
$1.54M
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.6K- 3.72% |
$242K - $274K
|
171K
$6.06M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.85K- 9.3% |
$251K - $284K
|
66.7K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.14K- 25.26% |
$262K - $296K
|
21.1K
$750K
|