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 668 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 $7.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
164
shares
|
$5,492
0.0% of portfolio
|
Q4 2023
Reduced 77.16%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
157
shares
|
$5,257
0.0% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
155
shares
|
$5,190
0.01% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
150
shares
|
$5,023
0.0% of portfolio
|
Q2 2022
Reduced 71.43%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
142
shares
|
$4,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
125
shares
|
$4,186
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
120
shares
|
$4,018
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
102
shares
|
$3,415
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$3,349
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
84
shares
|
$2,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
77
shares
|
$2,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
76
shares
|
$2,545
0.0% of portfolio
|
Q3 2024
Reduced 38.71%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
63
shares
|
$2,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
60
shares
|
$2,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
59
shares
|
$1,975
0.0% of portfolio
|
Q1 2023
Reduced 88.72%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
50
shares
|
$1,674
0.0% of portfolio
|
Q3 2023
Added 112.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
46
shares
|
$1,540
0.0% of portfolio
|
Q1 2024
Reduced 89.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
44
shares
|
$1,473
0.0% of portfolio
|
Q2 2024
Reduced 22.81%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
37
shares
|
$1,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
34
shares
|
$1,138
0.0% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
33
shares
|
$1,105
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
33
shares
|
$1,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$1,004
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
28
shares
|
$937
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
27
shares
|
$904
0.0% of portfolio
|
Q3 2024
Reduced 83.54%
|