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
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.5K+ 12.53% |
$179K - $207K
|
49.4K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.45KNew |
$178K - $205K
|
5.45K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.45KNew |
$178K - $205K
|
5.45K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
5.4K+ 29.85% |
$176K - $203K
|
23.5K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.38K+ 0.02% |
$175K - $203K
|
31M
$1.2B
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.77K+ 5.24% |
$155K - $179K
|
95.8K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.48K+ 60.78% |
$146K - $169K
|
11.8K
$460K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.48K+ 90.86% |
$146K - $168K
|
9.4K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.34K+ 4.13% |
$141K - $163K
|
110K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.21K+ 56.29% |
$137K - $158K
|
11.7K
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.18K+ 48.43% |
$136K - $157K
|
12.8K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.47K+ 6.11% |
$113K - $131K
|
60.3K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.38KNew |
$110K - $127K
|
3.38K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.34K+ 15.14% |
$109K - $126K
|
25.4K
$986K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.28K+ 15.12% |
$107K - $123K
|
25K
$970K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.23KNew |
$105K - $122K
|
3.23K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.2K+ 45.84% |
$104K - $121K
|
10.2K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.18K+ 3.51% |
$104K - $120K
|
93.5K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 31.7% |
$103K - $119K
|
13.1K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.09K+ 29.98% |
$101K - $116K
|
13.4K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.03K+ 5.13% |
$98.7K - $114K
|
62.1K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 282.39% |
$96.2K - $111K
|
4K
$155K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.95K+ 2.93% |
$96K - $111K
|
104K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.93K+ 8.99% |
$95.3K - $110K
|
35.5K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 38.37% |
$87.1K - $101K
|
9.64K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.51KNew |
$81.9K - $94.6K
|
2.51K
$97.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.5K+ 3.66% |
$81.5K - $94.1K
|
70.8K
$2.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.37K+ 2.07% |
$77.3K - $89.2K
|
117K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
2.3K+ 1.17% |
$75.1K - $86.7K
|
200K
$7.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.22K+ 4.63% |
$72.3K - $83.6K
|
50.1K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 10.2% |
$71.5K - $82.5K
|
23.7K
$921K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.11K+ 11.09% |
$68.7K - $79.3K
|
21.1K
$820K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.1K+ 3.61% |
$68.4K - $79K
|
60.3K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.09K+ 1.5% |
$68.2K - $78.8K
|
142K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.94K+ 3.59% |
$63.2K - $73K
|
55.9K
$2.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.94K+ 98.88% |
$63.1K - $72.9K
|
3.89K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
1.91K+ 0.6% |
$62.3K - $72K
|
319K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
1.84K+ 0.29% |
$60K - $69.3K
|
630K
$24.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.81K+ 2.99% |
$58.9K - $68K
|
62.2K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.7K+ 2.47% |
$55.4K - $64K
|
70.6K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.65K+ 1.41% |
$53.6K - $61.9K
|
118K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.37K+ 8.45% |
$44.7K - $51.7K
|
17.6K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.37K+ 0.17% |
$44.6K - $51.6K
|
829K
$32.2M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.3K+ 0.67% |
$42.4K - $48.9K
|
197K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.29K+ 0.77% |
$42.1K - $48.7K
|
169K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.23K+ 4.28% |
$40.2K - $46.4K
|
30K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.21K+ 19.55% |
$39.5K - $45.6K
|
7.4K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.19K+ 4.32% |
$38.6K - $44.6K
|
28.6K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.18KNew |
$38.6K - $44.5K
|
1.18K
$46K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.05K+ 0.98% |
$34.2K - $39.5K
|
108K
$4.18M
|