Purchases and Sales Made in Q4 2024 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.6KNew |
$1.61M - $1.81M
|
44.6K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.4K+ 7.29% |
$1.39M - $1.56M
|
566K
$22.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
35.5KNew |
$1.29M - $1.44M
|
35.5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
32.5K+ 2.8% |
$1.18M - $1.32M
|
1.2M
$47.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
31.1K+ 15.71% |
$1.12M - $1.26M
|
229K
$9.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
29.7K+ 42.68% |
$1.08M - $1.21M
|
99.4K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
27.6K+ 1.76% |
$1M - $1.12M
|
1.6M
$63.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
26.6K+ 80.84% |
$963K - $1.08M
|
59.5K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 1009.4% |
$959K - $1.08M
|
29.1K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.8K+ 38.94% |
$935K - $1.05M
|
92.2K
$3.65M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
23.6KNew |
$855K - $959K
|
23.6K
$934K
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
22.2K+ 34.24% |
$803K - $900K
|
87K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
18.5K+ 34.57% |
$668K - $749K
|
71.9K
$2.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17.7K+ 5.51% |
$640K - $718K
|
339K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.6KNew |
$635K - $712K
|
17.6K
$694K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
16.2KNew |
$585K - $656K
|
16.2K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
15.9K+ 9.88% |
$574K - $643K
|
177K
$6.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15.1K+ 9.57% |
$547K - $614K
|
173K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 31.22% |
$535K - $599K
|
62.1K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$502K - $562K
|
13.9K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$489K - $548K
|
13.5K
$535K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 28.71% |
$489K - $548K
|
60.6K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.5KNew |
$487K - $545K
|
13.5K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.4K+ 18.21% |
$483K - $542K
|
86.8K
$3.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
13KNew |
$470K - $527K
|
13K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
13K+ 81.53% |
$469K - $526K
|
28.9K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.3K+ 9.43% |
$444K - $497K
|
142K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
12.1KNew |
$438K - $491K
|
12.1K
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$420K - $471K
|
11.6K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
11.3K+ 0.26% |
$410K - $460K
|
4.32M
$171M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.3K+ 24.07% |
$407K - $456K
|
58K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11KNew |
$398K - $446K
|
11K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 3.94% |
$396K - $444K
|
288K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
10.7KNew |
$388K - $435K
|
10.7K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.7KNew |
$387K - $434K
|
10.7K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 17.39% |
$382K - $428K
|
71.3K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.99KNew |
$361K - $405K
|
9.99K
$395K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
9.95KNew |
$360K - $403K
|
9.95K
$393K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.74KNew |
$353K - $395K
|
9.74K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.51K+ 2.49% |
$344K - $386K
|
392K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.47K+ 52.67% |
$343K - $384K
|
27.5K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.13KNew |
$330K - $370K
|
9.13K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.12K+ 6.79% |
$330K - $370K
|
143K
$5.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
8.8K+ 166.04% |
$318K - $357K
|
14.1K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
8.55KNew |
$309K - $347K
|
8.55K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.27KNew |
$299K - $335K
|
8.27K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.02KNew |
$290K - $325K
|
8.02K
$317K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.93KNew |
$287K - $322K
|
7.93K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.93K+ 8.24% |
$287K - $322K
|
104K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.76KNew |
$281K - $315K
|
7.76K
$307K
|