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 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
283+ 0.6% |
$9.59K - $11.2K
|
47.4K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
256+ 114.8% |
$8.67K - $10.2K
|
479
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
239+ 4.39% |
$8.1K - $9.48K
|
5.69K
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
237+ 0.49% |
$8.03K - $9.4K
|
48.7K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
230+ 56.93% |
$7.79K - $9.12K
|
634
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
223+ 0.22% |
$7.56K - $8.85K
|
101K
$3.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
212+ 2.08% |
$7.18K - $8.41K
|
10.4K
$372K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
207+ 0.42% |
$7.01K - $8.21K
|
49.6K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
186+ 0.12% |
$6.3K - $7.38K
|
160K
$5.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
165+ 2.22% |
$5.59K - $6.55K
|
7.61K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161New |
$5.45K - $6.39K
|
161
$5.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
142New |
$4.81K - $5.63K
|
142
$5.07K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
139+ 13.94% |
$4.71K - $5.51K
|
1.14K
$40.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
137+ 507.41% |
$4.64K - $5.43K
|
164
$5.86K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
135+ 1038.46% |
$4.57K - $5.36K
|
148
$5.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$4.24K - $4.96K
|
125
$4.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
113+ 0.96% |
$3.83K - $4.48K
|
11.9K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
112+ 1.1% |
$3.79K - $4.44K
|
10.3K
$368K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
107+ 0.75% |
$3.63K - $4.24K
|
14.3K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
100+ 1.12% |
$3.39K - $3.97K
|
9.03K
$323K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
96+ 61.54% |
$3.25K - $3.81K
|
252
$9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 0.27% |
$3.02K - $3.53K
|
33.5K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
85+ 0.81% |
$2.88K - $3.37K
|
10.5K
$376K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
82+ 0.15% |
$2.78K - $3.25K
|
56.2K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
80+ 0.56% |
$2.71K - $3.17K
|
14.3K
$511K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
71+ 0.69% |
$2.41K - $2.82K
|
10.3K
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
70+ 0.72% |
$2.37K - $2.78K
|
9.73K
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
68+ 6.28% |
$2.3K - $2.7K
|
1.15K
$41.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
65+ 0.28% |
$2.2K - $2.58K
|
23.6K
$841K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
64+ 188.24% |
$2.17K - $2.54K
|
98
$3.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 6.87% |
$2.13K - $2.5K
|
980
$35K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$2.13K - $2.5K
|
63
$2.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 22.01% |
$2K - $2.34K
|
327
$11.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
59New |
$2K - $2.34K
|
59
$2.11K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
57+ 0.73% |
$1.93K - $2.26K
|
7.91K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
54+ 0.39% |
$1.83K - $2.14K
|
14K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 74.65% |
$1.8K - $2.1K
|
124
$4.43K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
50+ 1.86% |
$1.69K - $1.98K
|
2.74K
$97.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
37+ 8.43% |
$1.25K - $1.47K
|
476
$17K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.65% |
$1.19K - $1.39K
|
5.46K
$195K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.08K - $1.27K
|
32
$1.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 5.73% |
$983 - $1.15K
|
535
$19.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29+ 0.32% |
$983 - $1.15K
|
9.22K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27+ 0.3% |
$915 - $1.07K
|
8.9K
$318K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 0.39% |
$847 - $992
|
6.44K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 2.09% |
$678 - $793
|
977
$34.9K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
19+ 0.24% |
$644 - $754
|
7.99K
$286K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17New |
$576 - $674
|
17
$607
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 4.19% |
$576 - $674
|
423
$15.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
16+ 0.58% |
$542 - $635
|
2.75K
$98.4K
|