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 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
39.9KNew |
$1.3M - $1.5M
|
39.9K
$1.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
36.3K+ 58.45% |
$1.18M - $1.37M
|
98.4K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
35.7K+ 21.96% |
$1.16M - $1.34M
|
198K
$6.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
34.9KNew |
$1.14M - $1.32M
|
34.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
34.9KNew |
$1.14M - $1.31M
|
34.9K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34.8K+ 3.31% |
$1.13M - $1.31M
|
1.09M
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.3K+ 84.84% |
$1.12M - $1.29M
|
74.8K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
33.3K+ 239.97% |
$1.09M - $1.25M
|
47.2K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
32.9K+ 17.52% |
$1.07M - $1.24M
|
221K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
32.5K+ 254.09% |
$1.06M - $1.22M
|
45.3K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
31.9K+ 3.58% |
$1.04M - $1.2M
|
924K
$31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30KNew |
$979K - $1.13M
|
30K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.7K+ 688.48% |
$966K - $1.12M
|
34K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
26.2K+ 11.34% |
$854K - $986K
|
257K
$8.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
25K+ 237.16% |
$814K - $941K
|
35.5K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
24.6K+ 120.63% |
$801K - $925K
|
44.9K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$796K - $919K
|
24.4K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
24.4K+ 47.04% |
$795K - $918K
|
76.3K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
23.8K+ 67.25% |
$775K - $896K
|
59.2K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
23.7K+ 17.54% |
$771K - $891K
|
159K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.3K+ 9.89% |
$760K - $878K
|
259K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
22.6KNew |
$738K - $852K
|
22.6K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
22.4K+ 15.48% |
$730K - $843K
|
167K
$5.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
21.2KNew |
$690K - $797K
|
21.2K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
21.1KNew |
$687K - $794K
|
21.1K
$709K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
20.9K+ 20.73% |
$682K - $788K
|
122K
$4.1M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.2KNew |
$660K - $762K
|
20.2K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.1K+ 4.48% |
$655K - $757K
|
468K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
19.7K+ 13.91% |
$640K - $740K
|
161K
$5.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18.1K+ 527.61% |
$589K - $680K
|
21.5K
$722K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.5KNew |
$572K - $660K
|
17.5K
$589K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
17.4KNew |
$568K - $656K
|
17.4K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17K+ 4.19% |
$554K - $639K
|
422K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
16.2K+ 11.94% |
$529K - $611K
|
152K
$5.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
16.2K+ 38.16% |
$527K - $609K
|
58.6K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
16.2KNew |
$527K - $608K
|
16.2K
$543K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 49.14% |
$502K - $580K
|
46.7K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.1K+ 40.95% |
$492K - $569K
|
52K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
14.4KNew |
$471K - $544K
|
14.4K
$485K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.6K+ 162.01% |
$444K - $513K
|
22K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
13.1K+ 98.28% |
$429K - $495K
|
26.5K
$891K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.9K+ 206.75% |
$419K - $484K
|
19.1K
$641K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.7K+ 3.03% |
$381K - $440K
|
398K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6KNew |
$379K - $438K
|
11.6K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.6K+ 10.29% |
$379K - $437K
|
125K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
11.4K+ 12.71% |
$373K - $431K
|
102K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
10.9K+ 3.14% |
$356K - $411K
|
359K
$12.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 4.27% |
$347K - $401K
|
261K
$8.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
10.4K+ 5.05% |
$340K - $392K
|
217K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.2K+ 59.45% |
$332K - $383K
|
27.3K
$917K
|