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 674 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 $7.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
625
shares
|
$22,174
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
599
shares
|
$21,252
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
574
shares
|
$20,365
0.0% of portfolio
|
Q4 2024
Reduced 25.74%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
573
shares
|
$20,330
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
566
shares
|
$20,081
0.0% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
564
shares
|
$20,010
0.0% of portfolio
|
Q4 2024
Reduced 21.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
561
shares
|
$19,904
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
560
shares
|
$19,868
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
535
shares
|
$18,981
0.0% of portfolio
|
Q2 2024
Added 5.73%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
531
shares
|
$18,839
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
518
shares
|
$18,378
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
503
shares
|
$17,846
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
500
shares
|
$17,740
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$17,740
0.0% of portfolio
|
Q3 2024
Reduced 39.9%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
498
shares
|
$17,669
0.0% of portfolio
|
Q4 2022
Added 11.16%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
484
shares
|
$17,172
0.0% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
482
shares
|
$17,101
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
476
shares
|
$16,888
0.0% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
462
shares
|
$16,391
0.0% of portfolio
|
Q4 2024
Reduced 76.48%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
447
shares
|
$15,859
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
435
shares
|
$15,433
0.0% of portfolio
|
Q4 2024
Reduced 38.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
423
shares
|
$15,008
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
422
shares
|
$14,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
415
shares
|
$14,724
0.0% of portfolio
|
Q3 2022
Reduced 9.98%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
406
shares
|
$14,404
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|