Purchases and Sales Made in Q4 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.34K- 38.0% |
$109K - $126K
|
5.44K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.39K- 4.11% |
$110K - $128K
|
79.1K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.42K- 20.53% |
$111K - $129K
|
13.2K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.45K- 1.01% |
$112K - $130K
|
339K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-3.45K- 26.32% |
$112K - $130K
|
9.66K
$324K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.47K- 10.26% |
$113K - $130K
|
30.3K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-3.47K- 3.69% |
$113K - $131K
|
90.7K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.5K- 13.44% |
$114K - $132K
|
22.5K
$758K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.61K- 3.15% |
$118K - $136K
|
111K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.69K- 20.17% |
$120K - $139K
|
14.6K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-3.82K- 3.12% |
$124K - $144K
|
118K
$3.98M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.9K- 4.77% |
$127K - $147K
|
77.9K
$2.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.09K- 2.6% |
$133K - $154K
|
153K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.2K- 6.63% |
$137K - $158K
|
59.2K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.4K- 3.69% |
$143K - $166K
|
115K
$3.86M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 5.95% |
$149K - $173K
|
72.5K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.65K- 13.16% |
$152K - $175K
|
30.7K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.85K- 16.17% |
$158K - $183K
|
25.1K
$845K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.03K- 29.97% |
$164K - $189K
|
11.7K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.34K- 2.05% |
$174K - $201K
|
254K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.68K- 4.6% |
$185K - $214K
|
118K
$3.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.76K- 6.56% |
$188K - $217K
|
82.1K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.81K- 29.76% |
$189K - $219K
|
13.7K
$461K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
SELL
|
- |
-6.3K- 21.75% |
$205K - $237K
|
22.7K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.6K- 93.03% |
$215K - $248K
|
495
$16.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.75K- 4.7% |
$220K - $254K
|
137K
$4.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-7.38K- 12.67% |
$241K - $278K
|
50.9K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7.55K- 9.01% |
$246K - $284K
|
76.2K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-7.91K- 40.68% |
$258K - $298K
|
11.5K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-7.99K- 25.25% |
$260K - $301K
|
23.6K
$794K
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.88K- 2.02% |
$289K - $334K
|
430K
$14.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.08K- 1.67% |
$296K - $342K
|
533K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-9.4K- 38.82% |
$306K - $354K
|
14.8K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.51K- 4.67% |
$310K - $358K
|
194K
$6.52M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-9.98K- 82.07% |
$325K - $376K
|
2.18K
$73.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4K- 53.57% |
$339K - $392K
|
9.02K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.7K- 12.4% |
$348K - $402K
|
75.5K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-11.7K- 8.98% |
$382K - $442K
|
119K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-12K- 16.64% |
$392K - $453K
|
60.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.1K- 22.67% |
$427K - $493K
|
44.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-14K- 52.65% |
$456K - $527K
|
12.6K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.7K- 33.59% |
$576K - $665K
|
34.9K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 4.84% |
$582K - $672K
|
351K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-18.3K- 3.74% |
$595K - $687K
|
469K
$15.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-18.8K- 83.34% |
$612K - $707K
|
3.76K
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.4K- 5.21% |
$633K - $731K
|
353K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-19.9K- 28.03% |
$649K - $749K
|
51.1K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21.2K- 20.26% |
$692K - $799K
|
83.6K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-22.5K- 30.39% |
$732K - $845K
|
51.4K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-22.5K- 2.79% |
$733K - $847K
|
783K
$26.3M
|