Institutional Ownership Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG). We have compiled data on the 667 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $7.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
12,591
shares
|
$421,672
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,404
shares
|
$415,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,302
shares
|
$411,993
0.04% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,156
shares
|
$407,104
0.01% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
12,014
shares
|
$402,348
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,010
shares
|
$402,214
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,995
shares
|
$401,712
0.0% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
11,832
shares
|
$396,253
0.01% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
11,808
shares
|
$395,449
0.33% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
11,686
shares
|
$391,364
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
11,652
shares
|
$390,225
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,622
shares
|
$389,220
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,467
shares
|
$384,029
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
11,350
shares
|
$380,111
0.01% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
11,250
shares
|
$376,762
0.01% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
11,124
shares
|
$372,542
0.03% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
11,074
shares
|
$370,868
0.15% of portfolio
|
Q3 2023
Reduced 8.28%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,052
shares
|
$370,131
0.07% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,963
shares
|
$367,150
0.06% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,960
shares
|
$367,050
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,927
shares
|
$365,945
0.01% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,919
shares
|
$365,677
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,701
shares
|
$358,376
0.05% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
10,451
shares
|
$350,003
0.09% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,411
shares
|
$348,664
0.0% of portfolio
|
Q3 2024
Reduced 3.82%
|