Purchases and Sales Made in Q2 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
23.1K+ 10.32% |
$784K - $918K
|
247K
$8.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
22.2K+ 109.52% |
$752K - $880K
|
42.5K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
21.8K+ 2.54% |
$739K - $865K
|
882K
$31M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21KNew |
$711K - $833K
|
21K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.1K+ 8.76% |
$647K - $758K
|
237K
$8.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19K+ 223.05% |
$644K - $754K
|
27.5K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
19KNew |
$643K - $752K
|
19K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
18.8K+ 60.54% |
$636K - $744K
|
49.8K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 25.83% |
$583K - $682K
|
83.8K
$2.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
17K+ 72.7% |
$577K - $676K
|
40.5K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
16.2K+ 27.07% |
$550K - $645K
|
76.3K
$2.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.2K+ 13.03% |
$550K - $644K
|
141K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
16K+ 3.75% |
$542K - $635K
|
443K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$536K - $627K
|
15.8K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.6KNew |
$530K - $620K
|
15.6K
$550K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.5K+ 70.59% |
$524K - $613K
|
37.4K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15.3K+ 43.13% |
$519K - $608K
|
50.8K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
14.9K+ 4.04% |
$504K - $590K
|
383K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
14.7K+ 5.66% |
$497K - $582K
|
274K
$9.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$490K - $574K
|
14.5K
$509K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
13.6K+ 0.67% |
$459K - $538K
|
2.02M
$71.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
13.4K+ 14.66% |
$454K - $532K
|
105K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.4KNew |
$454K - $532K
|
13.4K
$471K
|
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13KNew |
$441K - $517K
|
13K
$458K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12.7K+ 1817.88% |
$431K - $504K
|
13.4K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
12.1KNew |
$408K - $478K
|
12.1K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 9.65% |
$381K - $446K
|
128K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.4K+ 44.14% |
$354K - $414K
|
34.1K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.3KNew |
$350K - $409K
|
10.3K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.3KNew |
$349K - $409K
|
10.3K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
9.63K+ 8.07% |
$326K - $382K
|
129K
$4.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.47K+ 172.09% |
$321K - $376K
|
15K
$526K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.46K+ 55.76% |
$321K - $375K
|
26.4K
$929K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.21K+ 97.27% |
$312K - $365K
|
18.7K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.16K+ 15.85% |
$310K - $363K
|
66.9K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9.03KNew |
$306K - $358K
|
9.03K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
8.9K+ 10.3% |
$301K - $353K
|
95.3K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.5K+ 22.4% |
$288K - $337K
|
46.4K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.48KNew |
$287K - $336K
|
8.48K
$298K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.23K+ 3.03% |
$279K - $327K
|
279K
$9.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8KNew |
$271K - $317K
|
8K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.92K+ 19.46% |
$268K - $314K
|
48.7K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.91KNew |
$268K - $314K
|
7.91K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.88K+ 21.14% |
$267K - $312K
|
45.1K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.88K+ 21.11% |
$267K - $312K
|
45.2K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.75K+ 30.81% |
$263K - $307K
|
32.9K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
7.69KNew |
$260K - $305K
|
7.69K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.99K+ 12.57% |
$237K - $277K
|
62.6K
$2.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.41KNew |
$217K - $254K
|
6.41K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
6.25K+ 68.66% |
$212K - $248K
|
15.4K
$540K
|