Purchases and Sales Made in Q2 2024 in Essential Utilities, Inc. (WTRG)

WTRG Quotes by TradingView

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
Jul 23, 2024 Q2 2024
Hennessy Advisors Inc

Novato, CA
BUY
 -
2K
+ 1.14%
$67.8K - $79.3K
177K $6.23M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
1.99K
+ 59.02%
$67.4K - $78.9K
5.36K $188K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
1.92K
+ 704.4%
$65.2K - $76.3K
2.2K $77.2K
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
1.87K
New
$63.3K - $74.1K
1.87K $65.7K
Aug 05, 2024 Q2 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.8K
+ 28.59%
$61K - $71.4K
8.09K $285K
Aug 02, 2024 Q2 2024
Mascoma Wealth Management LLC

BUY
 -
1.77K
New
$59.8K - $70.1K
1.77K $62.1K
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.62K
+ 14.68%
$54.8K - $64.2K
12.6K $445K
Aug 13, 2024 Q2 2024
Cullen Capital Management, LLC

New York, NY
BUY
 -
1.61K
+ 7.79%
$54.5K - $63.8K
22.2K $782K
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.51K
+ 1300.86%
$51.1K - $59.9K
1.63K $57.1K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.48K
New
$50K - $58.5K
1.48K $51.9K
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1.45K
New
$49K - $57.4K
1.45K $50.9K
Jul 25, 2024 Q2 2024
Addison Capital CO

BUY
 -
1.32K
+ 3.96%
$44.7K - $52.4K
34.6K $1.22M
Jul 29, 2024 Q2 2024
First Personal Financial Services

BUY
 -
1.31K
+ 2.99%
$44.2K - $51.8K
45K $1.58M
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.28K
+ 11.31%
$43.2K - $50.6K
12.5K $441K
Jul 24, 2024 Q2 2024
Secure Asset Management, LLC

BUY
 -
1.25K
+ 3.37%
$42.3K - $49.5K
38.3K $1.35M
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.24K
+ 6.0%
$42K - $49.2K
21.9K $770K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
1.14K
+ 6.81%
$38.7K - $45.3K
17.9K $631K
Jul 19, 2024 Q2 2024
First Pacific Financial

BUY
 -
1.14K
+ 7.55%
$38.5K - $45K
16.2K $568K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.12K
+ 10.09%
$37.8K - $44.3K
12.2K $428K
Aug 14, 2024 Q2 2024
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1.11K
+ 2.59%
$37.7K - $44.2K
44K $1.55M
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.03K
New
$34.8K - $40.8K
1.03K $36.1K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.01K
+ 11.72%
$34K - $39.9K
9.58K $337K
Jul 15, 2024 Q2 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
1K
New
$33.9K - $39.7K
1K $35.2K
Aug 14, 2024 Q2 2024
Lee Financial CO

Dallas, TX
BUY
 -
985
+ 5.19%
$33.4K - $39.1K
20K $702K
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
908
+ 2.28%
$30.8K - $36K
40.7K $1.43M
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
842
New
$28.5K - $33.4K
842 $29.6K
Jul 12, 2024 Q2 2024
Sg Americas Securities, LLC

BUY
 -
791
+ 14.72%
$26.8K - $31.4K
6.16K $217K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
749
+ 23.68%
$25.4K - $29.7K
3.91K $138K
Aug 14, 2024 Q2 2024
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
723
+ 2.41%
$24.5K - $28.7K
30.8K $1.08M
Aug 06, 2024 Q2 2024
Caprock Group, Inc.

BUY
 -
670
+ 8.26%
$22.7K - $26.6K
8.79K $309K
Aug 07, 2024 Q2 2024
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
613
+ 2.76%
$20.8K - $24.3K
22.8K $802K
Jul 10, 2024 Q2 2024
First Affirmative Financial Network

BUY
 -
613
+ 7.75%
$20.8K - $24.3K
8.52K $300K
Aug 20, 2024 Q2 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
605
+ 2.17%
$20.5K - $24K
28.5K $1M
Jul 15, 2024 Q2 2024
Bangor Savings Bank

Bangor, ME
BUY
 -
564
New
$19.1K - $22.4K
564 $19.8K
Jul 17, 2024 Q2 2024
Clear Harbor Asset Management, LLC

BUY
 -
555
+ 1.35%
$18.8K - $22K
41.5K $1.46M
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
494
New
$16.7K - $19.6K
494 $17.4K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
460
+ 958.33%
$15.6K - $18.2K
508 $17.9K
Aug 09, 2024 Q2 2024
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
426
+ 6.77%
$14.4K - $16.9K
6.72K $236K
Aug 01, 2024 Q2 2024
Welch & Forbes LLC

BUY
 -
416
+ 5.69%
$14.1K - $16.5K
7.73K $272K
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
380
New
$12.9K - $15.1K
380 $13.4K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
378
+ 0.83%
$12.8K - $15K
46.1K $1.62M
Aug 09, 2024 Q2 2024
Jacobi Capital Management LLC

BUY
 -
373
+ 0.59%
$12.6K - $14.8K
63.9K $2.25M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
371
New
$12.6K - $14.7K
371 $13K
Jul 26, 2024 Q2 2024
Allspring Global Investments Holdings, LLC

BUY
 -
352
+ 8.66%
$11.9K - $14K
4.42K $155K
Jul 25, 2024 Q2 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
338
New
$11.5K - $13.4K
338 $11.9K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
332
+ 17.79%
$11.2K - $13.2K
2.2K $77.3K
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
321
New
$10.9K - $12.7K
321 $11.3K
Jul 09, 2024 Q2 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
297
+ 4.47%
$10.1K - $11.8K
6.95K $244K
Jul 24, 2024 Q2 2024
New York State Teachers Retirement System

BUY
 -
286
+ 0.09%
$9.69K - $11.3K
321K $11.3M

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