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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.94K+ 96.32% |
$324K - $374K
|
20.3K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.84K+ 28.64% |
$321K - $370K
|
44.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
9.74K+ 10.88% |
$317K - $367K
|
99.3K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.56KNew |
$311K - $360K
|
9.56K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
9.51K+ 4.32% |
$310K - $358K
|
230K
$7.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.48K+ 106.38% |
$309K - $357K
|
18.4K
$618K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.39K+ 205.99% |
$306K - $353K
|
13.9K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
9.12K+ 2.03% |
$297K - $343K
|
459K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.11K+ 12.99% |
$297K - $343K
|
79.3K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
8.75KNew |
$285K - $329K
|
8.75K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.45K+ 6.55% |
$275K - $318K
|
137K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.38KNew |
$273K - $315K
|
8.38K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.13K+ 11.97% |
$265K - $306K
|
76K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
7.7K+ 29.87% |
$251K - $290K
|
33.5K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.68KNew |
$250K - $289K
|
7.68K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$249K - $287K
|
7.64K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$245K - $283K
|
7.51K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.1KNew |
$231K - $267K
|
7.1K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.02KNew |
$229K - $264K
|
7.02K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.02KNew |
$229K - $264K
|
7.02K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7KNew |
$228K - $263K
|
7K
$235K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7KNew |
$228K - $263K
|
7K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.91K+ 16.41% |
$225K - $260K
|
49K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.76KNew |
$220K - $254K
|
6.76K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.73K+ 20.8% |
$219K - $253K
|
39.1K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
6.64KNew |
$216K - $250K
|
6.64K
$223K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.39KNew |
$208K - $241K
|
6.39K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.29KNew |
$205K - $237K
|
6.29K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.25K+ 49.45% |
$204K - $235K
|
18.9K
$634K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.18KNew |
$201K - $232K
|
6.18K
$208K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.18KNew |
$201K - $232K
|
6.18K
$207K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.17KNew |
$201K - $232K
|
6.17K
$207K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.16KNew |
$201K - $232K
|
6.16K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
6.15K+ 82.46% |
$200K - $231K
|
13.6K
$457K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.11K+ 158.4% |
$199K - $230K
|
9.96K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.11K+ 3.2% |
$199K - $230K
|
197K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
6.08K+ 26.65% |
$198K - $229K
|
28.9K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.08KNew |
$198K - $229K
|
6.08K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
5.92K+ 3.27% |
$193K - $223K
|
187K
$6.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.9KNew |
$192K - $222K
|
5.9K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.82KNew |
$190K - $219K
|
5.82K
$196K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.78KNew |
$188K - $217K
|
5.78K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.72KNew |
$186K - $215K
|
5.72K
$192K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.69KNew |
$185K - $214K
|
5.69K
$191K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.67KNew |
$185K - $213K
|
5.67K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.65KNew |
$184K - $213K
|
5.65K
$190K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.62KNew |
$183K - $211K
|
5.62K
$189K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.59KNew |
$182K - $210K
|
5.59K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.54KNew |
$180K - $208K
|
5.54K
$186K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
5.53KNew |
$180K - $208K
|
5.53K
$186K
|