Purchases and Sales Made in Q4 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2024. 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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-64- 65.31% |
$2.32K - $2.6K
|
34
$1.14K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-143- 0.86% |
$5.17K - $5.8K
|
16.4K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-175- 1.61% |
$6.33K - $7.1K
|
10.7K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-214- 2.45% |
$7.74K - $8.68K
|
8.53K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-239- 90.19% |
$8.65K - $9.69K
|
26
$874
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 1.85% |
$9.05K - $10.1K
|
13.3K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-277- 3.65% |
$10K - $11.2K
|
7.31K
$246K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-318- 2.66% |
$11.5K - $12.9K
|
11.7K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-373- 9.0% |
$13.5K - $15.1K
|
3.77K
$127K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-375- 50.0% |
$13.6K - $15.2K
|
375
$12.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-427- 4.54% |
$15.4K - $17.3K
|
8.97K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-622- 3.37% |
$22.5K - $25.2K
|
17.8K
$600K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-723- 1.55% |
$26.2K - $29.3K
|
46K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-759- 9.89% |
$27.5K - $30.8K
|
6.92K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-820- 9.5% |
$29.7K - $33.3K
|
7.81K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-879- 8.01% |
$31.8K - $35.6K
|
10.1K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 80.0% |
$36.2K - $40.6K
|
250
$8.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1K- 11.66% |
$36.2K - $40.6K
|
7.58K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 40.73% |
$37.3K - $41.8K
|
1.5K
$50.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.26K- 12.09% |
$45.5K - $51K
|
9.15K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 1.97% |
$50.7K - $56.8K
|
69.7K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.5K- 76.48% |
$54.3K - $60.9K
|
462
$15.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 19.76% |
$55.5K - $62.2K
|
6.24K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.62K- 7.03% |
$58.6K - $65.7K
|
21.4K
$719K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78K- 7.09% |
$64.5K - $72.3K
|
23.4K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.88K- 4.61% |
$67.8K - $76K
|
38.8K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.89K- 13.31% |
$68.3K - $76.6K
|
12.3K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.03K- 2.99% |
$73.4K - $82.3K
|
65.8K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.86K- 2.77% |
$104K - $116K
|
101K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7.87K- 7.3% |
$285K - $319K
|
99.8K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.22K- 18.25% |
$298K - $333K
|
36.8K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-11K- 73.33% |
$398K - $446K
|
4K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 8.69% |
$440K - $493K
|
128K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-38K- 77.17% |
$1.38M - $1.54M
|
11.3K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-64.2K- 6.12% |
$2.32M - $2.6M
|
985K
$33.1M
|