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
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.24K+ 1.74% |
$211K - $248K
|
366K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.22KNew |
$211K - $247K
|
6.22K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.2KNew |
$210K - $246K
|
6.2K
$218K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.98K+ 28.32% |
$202K - $237K
|
27.1K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.98K+ 28.32% |
$202K - $237K
|
27.1K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.82KNew |
$197K - $231K
|
5.82K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
5.79KNew |
$196K - $230K
|
5.79K
$204K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.77KNew |
$196K - $229K
|
5.77K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.7K+ 22.66% |
$193K - $226K
|
30.9K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.67K+ 57.87% |
$192K - $225K
|
15.5K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.59KNew |
$189K - $222K
|
5.59K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.56KNew |
$188K - $220K
|
5.56K
$195K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
5.49K+ 2.83% |
$186K - $218K
|
199K
$7.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.39KNew |
$183K - $214K
|
5.39K
$190K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
5.39KNew |
$182K - $214K
|
5.39K
$189K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.36K+ 14.47% |
$182K - $213K
|
42.4K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
5.27K+ 80.22% |
$179K - $209K
|
11.8K
$417K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.2K+ 8.33% |
$176K - $206K
|
67.6K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.66KNew |
$158K - $185K
|
4.66K
$164K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
4.61K+ 24.58% |
$156K - $183K
|
23.4K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.57K+ 3.28% |
$155K - $181K
|
144K
$5.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.44K+ 3.24% |
$150K - $176K
|
142K
$4.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.34K+ 134.78% |
$147K - $172K
|
7.56K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.33K+ 0.45% |
$147K - $172K
|
973K
$34.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.11K+ 4.13% |
$139K - $163K
|
104K
$3.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99K+ 4.36% |
$135K - $158K
|
95.4K
$3.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
3.97KNew |
$134K - $157K
|
3.97K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.95K+ 63.9% |
$134K - $157K
|
10.1K
$357K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.9K+ 23.87% |
$132K - $155K
|
20.2K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
3.67K+ 4.55% |
$124K - $146K
|
84.4K
$2.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.65K+ 56.09% |
$124K - $145K
|
10.2K
$357K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.6K+ 10.93% |
$122K - $143K
|
36.5K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.45K+ 5.27% |
$117K - $137K
|
69K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.38K+ 31.81% |
$115K - $134K
|
14K
$493K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.3K+ 45.21% |
$112K - $131K
|
10.6K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.26K+ 1.22% |
$111K - $129K
|
272K
$9.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.24K+ 2.56% |
$110K - $129K
|
130K
$4.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2K+ 86.49% |
$108K - $127K
|
6.9K
$243K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.13K+ 206.68% |
$106K - $124K
|
4.64K
$163K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.03K+ 9.99% |
$103K - $120K
|
33.3K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.95K+ 5.34% |
$99.8K - $117K
|
58.1K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.83K+ 30.35% |
$95.8K - $112K
|
12.1K
$427K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.81K+ 5.77% |
$95.2K - $112K
|
51.6K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.8K+ 21.21% |
$94.9K - $111K
|
16K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.56K+ 10.53% |
$86.8K - $102K
|
26.9K
$945K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.28K+ 4.68% |
$77.3K - $90.5K
|
51.1K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.15K+ 4.19% |
$72.8K - $85.3K
|
53.4K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.15K+ 76.13% |
$72.7K - $85.2K
|
4.97K
$175K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.14K+ 12.16% |
$72.6K - $85.1K
|
19.8K
$695K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.11K+ 0.42% |
$71.5K - $83.7K
|
505K
$17.8M
|