Purchases and Sales Made in Q3 2025 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
80.1K+ 3.15% |
$2.94M - $3.2M
|
2.62M
$109M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64.3K+ 14.3% |
$2.36M - $2.57M
|
514K
$21.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
61.7K+ 40.18% |
$2.27M - $2.46M
|
215K
$8.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
48KNew |
$1.76M - $1.91M
|
48K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
43.6K+ 66.26% |
$1.6M - $1.74M
|
109K
$4.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
24.5K+ 155.96% |
$899K - $976K
|
40.2K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
17.5K+ 15.87% |
$643K - $698K
|
128K
$5.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
14.4K+ 41.74% |
$528K - $574K
|
48.8K
$2.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
8.19K+ 12.1% |
$301K - $327K
|
75.8K
$3.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.26KNew |
$267K - $290K
|
7.26K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.76K+ 46.16% |
$248K - $270K
|
21.4K
$885K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.93KNew |
$218K - $237K
|
5.93K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.07KNew |
$186K - $202K
|
5.07K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.7K+ 34.85% |
$173K - $187K
|
18.2K
$752K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.48K+ 64.87% |
$165K - $179K
|
11.4K
$471K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
4.25K+ 14.99% |
$156K - $170K
|
32.6K
$1.35M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.61K+ 76.13% |
$133K - $144K
|
8.36K
$346K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.81K+ 7.63% |
$66.4K - $72.1K
|
25.5K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.62K+ 1.66% |
$59.6K - $64.7K
|
99.5K
$4.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.4K+ 0.38% |
$51.4K - $55.9K
|
374K
$15.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
790+ 0.88% |
$29K - $31.5K
|
90.5K
$3.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
782+ 1.12% |
$28.7K - $31.2K
|
70.8K
$2.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
645+ 0.56% |
$23.7K - $25.7K
|
117K
$4.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
528+ 0.14% |
$19.4K - $21.1K
|
370K
$15.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
511+ 6.27% |
$18.8K - $20.4K
|
8.66K
$358K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
381+ 169.33% |
$14K - $15.2K
|
606
$25.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
259+ 3.2% |
$9.51K - $10.3K
|
8.35K
$345K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
141+ 56.18% |
$5.18K - $5.63K
|
392
$16.2K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
88New |
$3.23K - $3.51K
|
88
$3.64K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
85+ 1.08% |
$3.12K - $3.39K
|
7.92K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
81New |
$2.98K - $3.23K
|
81
$3.35K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 9.76% |
$735 - $798
|
225
$9.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19New |
$698 - $758
|
19
$785
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 19.4% |
$477 - $519
|
80
$3.31K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 45.45% |
$184 - $200
|
16
$661
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$36.7 - $39.9
|
1
$41.3
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.56% |
$73.5 - $79.8
|
34
$1.41K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127- 12.67% |
$4.66K - $5.07K
|
875
$36.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-159- 2.88% |
$5.84K - $6.34K
|
5.36K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-184- 3.01% |
$6.76K - $7.34K
|
5.92K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-285- 0.28% |
$10.5K - $11.4K
|
101K
$4.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-372- 4.29% |
$13.7K - $14.8K
|
8.29K
$343K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-673- 33.22% |
$24.7K - $26.9K
|
1.35K
$55.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.58K- 10.16% |
$58.1K - $63.2K
|
14K
$579K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 67.44% |
$66.4K - $72.1K
|
873
$36.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.43K- 6.91% |
$163K - $177K
|
59.7K
$2.47M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.27K- 38.72% |
$194K - $210K
|
8.35K
$345K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.63K- 21.8% |
$280K - $304K
|
27.4K
$1.13M
|