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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-352- 1.8% |
$12.7K - $14.3K
|
19.2K
$701K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-354- 3.69% |
$12.8K - $14.4K
|
9.23K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-373- 9.0% |
$13.5K - $15.1K
|
3.77K
$138K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-375- 50.0% |
$13.6K - $15.2K
|
375
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-392- 0.78% |
$14.2K - $15.9K
|
49.7K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-400- 5.86% |
$14.5K - $16.2K
|
6.43K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-410- 1.71% |
$14.8K - $16.6K
|
23.6K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-416- 20.37% |
$15.1K - $16.9K
|
1.63K
$59.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-425- 0.37% |
$15.4K - $17.2K
|
116K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-425- 3.3% |
$15.4K - $17.2K
|
12.5K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-427- 4.54% |
$15.4K - $17.3K
|
8.97K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-435- 1.58% |
$15.7K - $17.6K
|
27.2K
$993K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-436- 4.38% |
$15.8K - $17.7K
|
9.53K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-440- 2.9% |
$15.9K - $17.8K
|
14.7K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-445- 1.52% |
$16.1K - $18K
|
28.8K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-446- 7.15% |
$16.1K - $18.1K
|
5.79K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-465- 4.44% |
$16.8K - $18.9K
|
10K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-466- 28.66% |
$16.9K - $18.9K
|
1.16K
$42.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-471- 0.45% |
$17K - $19.1K
|
105K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-479- 2.45% |
$17.3K - $19.4K
|
19.1K
$698K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-481- 2.4% |
$17.4K - $19.5K
|
19.6K
$716K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-483- 11.99% |
$17.5K - $19.6K
|
3.55K
$130K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-507- 13.5% |
$18.3K - $20.6K
|
3.25K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-535- 19.79% |
$19.4K - $21.7K
|
2.17K
$79.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-573- 28.58% |
$20.7K - $23.2K
|
1.43K
$52.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-576- 0.78% |
$20.8K - $23.4K
|
73.5K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-580- 44.96% |
$21K - $23.5K
|
710
$26K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-592- 3.25% |
$21.4K - $24K
|
17.6K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-595- 5.35% |
$21.5K - $24.1K
|
10.5K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-622- 3.37% |
$22.5K - $25.2K
|
17.8K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-626- 6.02% |
$22.6K - $25.4K
|
9.77K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-668- 1.84% |
$24.2K - $27.1K
|
35.5K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-697- 9.1% |
$25.2K - $28.3K
|
6.97K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-723- 1.55% |
$26.2K - $29.3K
|
46K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-746- 0.2% |
$27K - $30.3K
|
369K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-759- 9.89% |
$27.5K - $30.8K
|
6.92K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-771- 1.51% |
$27.9K - $31.3K
|
50.3K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-787- 7.64% |
$28.5K - $31.9K
|
9.52K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-811- 0.39% |
$29.3K - $32.9K
|
209K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-820- 9.5% |
$29.7K - $33.3K
|
7.81K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-842- 0.92% |
$30.5K - $34.1K
|
91K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-879- 8.01% |
$31.8K - $35.6K
|
10.1K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-879- 18.55% |
$31.8K - $35.6K
|
3.86K
$141K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 80.0% |
$36.2K - $40.6K
|
250
$9.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1K- 11.66% |
$36.2K - $40.6K
|
7.58K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.02K- 15.01% |
$36.9K - $41.4K
|
5.78K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 40.73% |
$37.3K - $41.8K
|
1.5K
$54.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 26.33% |
$37.3K - $41.8K
|
2.89K
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.07K- 3.44% |
$38.6K - $43.2K
|
29.9K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.14K- 7.35% |
$41.2K - $46.2K
|
14.4K
$526K
|