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 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.04K+ 49.67% |
$33.9K - $39.2K
|
3.14K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
986+ 15.04% |
$32.1K - $37.1K
|
7.54K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
977+ 10.43% |
$31.8K - $36.8K
|
10.3K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
969New |
$31.6K - $36.5K
|
969
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
964+ 9.89% |
$31.4K - $36.3K
|
10.7K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
931+ 7.22% |
$30.3K - $35K
|
13.8K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
924+ 3.85% |
$30.1K - $34.8K
|
24.9K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
917+ 4.36% |
$29.9K - $34.5K
|
21.9K
$737K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
842+ 4210.0% |
$27.4K - $31.7K
|
862
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
836+ 2.39% |
$27.2K - $31.5K
|
35.9K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
785+ 0.37% |
$25.6K - $29.5K
|
211K
$7.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
768+ 38.11% |
$25K - $28.9K
|
2.78K
$93.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
750+ 9.03% |
$24.4K - $28.2K
|
9.05K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679+ 246.01% |
$22.1K - $25.6K
|
955
$32.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
678New |
$22.1K - $25.5K
|
678
$22.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
664+ 3.94% |
$21.6K - $25K
|
17.5K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
662+ 0.72% |
$21.6K - $24.9K
|
93.1K
$3.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
629+ 6.3% |
$20.5K - $23.7K
|
10.6K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
613+ 1656.76% |
$20K - $23.1K
|
650
$21.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
610+ 603.96% |
$19.9K - $23K
|
711
$23.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
610+ 2.08% |
$19.9K - $23K
|
30K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
597+ 2.9% |
$19.5K - $22.5K
|
21.2K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
584New |
$19K - $22K
|
584
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
576+ 0.63% |
$18.8K - $21.7K
|
92.6K
$3.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
560+ 1.16% |
$18.3K - $21.1K
|
48.7K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
556+ 29.99% |
$18.1K - $20.9K
|
2.41K
$81K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
552+ 6.0% |
$18K - $20.8K
|
9.76K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
540+ 0.79% |
$17.6K - $20.3K
|
69.1K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
535+ 1.25% |
$17.4K - $20.1K
|
43.2K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
534+ 741.67% |
$17.4K - $20.1K
|
606
$20.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
533+ 1.89% |
$17.4K - $20.1K
|
28.8K
$966K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
531+ 6.77% |
$17.3K - $20K
|
8.38K
$282K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
504New |
$16.4K - $19K
|
504
$16.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500New |
$16.3K - $18.8K
|
500
$16.8K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
493+ 2.35% |
$16.1K - $18.6K
|
21.5K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
486+ 0.31% |
$15.8K - $18.3K
|
159K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
466New |
$15.2K - $17.5K
|
466
$15.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
456+ 0.44% |
$14.9K - $17.2K
|
105K
$3.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
450+ 20.19% |
$14.7K - $16.9K
|
2.68K
$90K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
448+ 5.41% |
$14.6K - $16.9K
|
8.73K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
447+ 3.61% |
$14.6K - $16.8K
|
12.8K
$431K
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
423+ 6.57% |
$13.8K - $15.9K
|
6.86K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
422New |
$13.8K - $15.9K
|
422
$14.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
421New |
$13.7K - $15.8K
|
421
$14.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 3.13% |
$13K - $15.1K
|
13.2K
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
375+ 13.04% |
$12.2K - $14.1K
|
3.25K
$109K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
374New |
$12.2K - $14.1K
|
374
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
356+ 494.44% |
$11.6K - $13.4K
|
428
$14.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
342+ 0.49% |
$11.1K - $12.9K
|
69.8K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
338+ 52.9% |
$11K - $12.7K
|
977
$32.8K
|