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 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-100- 17.67% |
$3.26K - $3.76K
|
466
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-123- 73.65% |
$4.01K - $4.63K
|
44
$1.48K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-131- 1.21% |
$4.27K - $4.93K
|
10.7K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-133- 1.23% |
$4.33K - $5.01K
|
10.7K
$359K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-135- 0.53% |
$4.4K - $5.08K
|
25.5K
$856K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-150- 11.15% |
$4.89K - $5.65K
|
1.2K
$40.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-164- 53.95% |
$5.34K - $6.17K
|
140
$4.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-173- 0.35% |
$5.64K - $6.51K
|
49.8K
$1.67M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-173- 0.35% |
$5.64K - $6.51K
|
49.8K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-175- 0.56% |
$5.7K - $6.59K
|
31.1K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-180- 1.98% |
$5.87K - $6.78K
|
8.91K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-200- 8.21% |
$6.52K - $7.53K
|
2.24K
$75.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-209Closed |
$6.81K - $7.87K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-222- 0.68% |
$7.23K - $8.36K
|
32.3K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-225- 2.63% |
$7.33K - $8.47K
|
8.31K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-248- 3.48% |
$8.08K - $9.33K
|
6.88K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-250- 1.51% |
$8.15K - $9.41K
|
16.3K
$549K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-259- 2.66% |
$8.44K - $9.75K
|
9.46K
$318K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-260- 1.83% |
$8.47K - $9.79K
|
13.9K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-260- 1.83% |
$8.47K - $9.79K
|
13.9K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-263- 7.68% |
$8.57K - $9.9K
|
3.16K
$106K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-281- 7.6% |
$9.16K - $10.6K
|
3.42K
$115K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300- 5.6% |
$9.78K - $11.3K
|
5.06K
$170K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300- 5.6% |
$9.78K - $11.3K
|
5.06K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-310- 4.61% |
$10.1K - $11.7K
|
6.41K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-313- 3.35% |
$10.2K - $11.8K
|
9.02K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-325- 4.37% |
$10.6K - $12.2K
|
7.11K
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-345- 3.09% |
$11.2K - $13K
|
10.8K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-399- 2.73% |
$13K - $15K
|
14.2K
$477K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-400- 19.23% |
$13K - $15.1K
|
1.68K
$56.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-400- 1.43% |
$13K - $15.1K
|
27.6K
$927K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 0.32% |
$13K - $15.1K
|
124K
$4.16M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-421- 2.24% |
$13.7K - $15.8K
|
18.4K
$619K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-434- 0.24% |
$14.1K - $16.3K
|
178K
$5.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-446- 17.78% |
$14.5K - $16.8K
|
2.06K
$69.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-463- 7.37% |
$15.1K - $17.4K
|
5.82K
$196K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-463- 0.5% |
$15.1K - $17.4K
|
92.4K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-471- 0.08% |
$15.3K - $17.7K
|
572K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 8.43% |
$16.3K - $18.8K
|
5.43K
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-502- 1.64% |
$16.4K - $18.9K
|
30.1K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-510- 83.06% |
$16.6K - $19.2K
|
104
$3.49K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-550- 0.11% |
$17.9K - $20.7K
|
502K
$16.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-554- 77.16% |
$18.1K - $20.9K
|
164
$5.51K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-568- 0.14% |
$18.5K - $21.4K
|
401K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-568- 3.57% |
$18.5K - $21.4K
|
15.4K
$516K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-587- 8.72% |
$19.1K - $22.1K
|
6.15K
$207K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-589- 4.22% |
$19.2K - $22.2K
|
13.4K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-598- 6.34% |
$19.5K - $22.5K
|
8.84K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-599- 3.08% |
$19.5K - $22.5K
|
18.9K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-608- 5.05% |
$19.8K - $22.9K
|
11.4K
$384K
|