Purchases and Sales Made in Q4 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-617- 4.26% |
$20.1K - $23.2K
|
13.9K
$492K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-626- 6.01% |
$20.4K - $23.6K
|
9.79K
$347K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-633- 1.87% |
$20.6K - $23.8K
|
33.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-683- 1.31% |
$22.3K - $25.7K
|
51.3K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 3.9% |
$23.2K - $26.8K
|
17.5K
$621K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-761- 3.41% |
$24.8K - $28.6K
|
21.6K
$765K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-860- 6.69% |
$28K - $32.4K
|
12K
$426K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-948- 11.19% |
$30.9K - $35.7K
|
7.52K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-984- 2.68% |
$32.1K - $37K
|
35.7K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1K- 68.12% |
$32.6K - $37.6K
|
468
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.01K- 96.48% |
$33K - $38.1K
|
37
$1.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.02K- 16.01% |
$33.4K - $38.5K
|
5.37K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.04K- 5.17% |
$33.9K - $39.2K
|
19.1K
$677K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-1.04K- 3.48% |
$33.9K - $39.2K
|
28.8K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.07K- 6.45% |
$34.8K - $40.2K
|
15.5K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.07K- 3.65% |
$34.9K - $40.4K
|
28.3K
$1M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.09K- 7.97% |
$35.6K - $41.1K
|
12.6K
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.13K- 2.12% |
$36.8K - $42.5K
|
52.2K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.14K- 1.89% |
$37.2K - $42.9K
|
59.3K
$2.11M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.15K- 37.91% |
$37.3K - $43.1K
|
1.88K
$66.5K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.21K- 0.97% |
$39.3K - $45.4K
|
123K
$4.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-1.43K- 9.57% |
$46.6K - $53.8K
|
13.5K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.47K- 2.14% |
$47.8K - $55.3K
|
67K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.52K- 0.31% |
$49.6K - $57.3K
|
482K
$17.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.56K- 6.72% |
$50.7K - $58.5K
|
21.6K
$766K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.56K- 12.61% |
$50.9K - $58.8K
|
10.8K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.61K- 16.57% |
$52.3K - $60.4K
|
8.09K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-1.68K- 4.04% |
$54.6K - $63.1K
|
39.8K
$1.41M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.71K- 6.32% |
$55.8K - $64.4K
|
25.4K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.72K- 6.13% |
$56.1K - $64.8K
|
26.4K
$936K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.75K- 6.06% |
$57K - $65.9K
|
27.1K
$963K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.77K- 10.73% |
$57.7K - $66.6K
|
14.7K
$523K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-1.81K- 17.43% |
$59K - $68.1K
|
8.57K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.94K- 4.58% |
$63.1K - $72.9K
|
40.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-2.16K- 1.4% |
$70.5K - $81.5K
|
152K
$5.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 7.97% |
$71.2K - $82.2K
|
25.2K
$895K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.26K- 17.25% |
$73.6K - $85K
|
10.8K
$384K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.27K- 99.08% |
$73.8K - $85.3K
|
21
$745
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.27K- 9.82% |
$74.1K - $85.6K
|
20.9K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 2.89% |
$74.5K - $86K
|
76.9K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.48K- 2.19% |
$80.9K - $93.5K
|
111K
$3.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 7.64% |
$81.6K - $94.3K
|
30.3K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.51K- 11.47% |
$81.9K - $94.6K
|
19.4K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.53K- 4.96% |
$82.4K - $95.2K
|
48.4K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.83K- 29.4% |
$92.2K - $106K
|
6.79K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.9K- 57.43% |
$94.6K - $109K
|
2.15K
$76.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.97K- 3.06% |
$96.6K - $112K
|
93.8K
$3.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.98K- 1.89% |
$97.2K - $112K
|
155K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 31.76% |
$103K - $119K
|
6.77K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-3.28K- 5.12% |
$107K - $123K
|
60.9K
$2.16M
|