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 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.07K+ 1.43% |
$38.6K - $43.3K
|
75.5K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.02K+ 11.06% |
$36.9K - $41.4K
|
10.2K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
902+ 1.17% |
$32.6K - $36.6K
|
77.7K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
863+ 12.57% |
$31.2K - $35K
|
7.73K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
856+ 8.51% |
$31K - $34.7K
|
10.9K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
810+ 1.0% |
$29.3K - $32.8K
|
81.6K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
778+ 98.86% |
$28.1K - $31.5K
|
1.57K
$61.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
771New |
$27.9K - $31.3K
|
771
$30.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
720New |
$26K - $29.2K
|
720
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
700+ 0.64% |
$25.3K - $28.4K
|
111K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
698+ 1.27% |
$25.3K - $28.3K
|
55.5K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
696+ 11.8% |
$25.2K - $28.2K
|
6.59K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
670+ 7.42% |
$24.2K - $27.2K
|
9.7K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
645+ 4.2% |
$23.3K - $26.2K
|
16K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
641+ 8.7% |
$23.2K - $26K
|
8.01K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
633+ 0.53% |
$22.9K - $25.7K
|
121K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
625New |
$22.6K - $25.3K
|
625
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
617+ 5.93% |
$22.3K - $25K
|
11K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 6.85% |
$21.7K - $24.3K
|
9.36K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
570+ 0.75% |
$20.6K - $23.1K
|
77K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
543New |
$19.6K - $22K
|
543
$21.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
482New |
$17.4K - $19.5K
|
482
$19.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
473+ 74.96% |
$17.1K - $19.2K
|
1.1K
$43.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
447+ 19.06% |
$16.2K - $18.1K
|
2.79K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
409+ 5.43% |
$14.8K - $16.6K
|
7.95K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.78% |
$14.5K - $16.2K
|
51.4K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
383+ 1.55% |
$13.9K - $15.5K
|
25.2K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
356+ 0.93% |
$12.9K - $14.4K
|
38.7K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
351+ 3.64% |
$12.7K - $14.2K
|
9.99K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$12.4K - $13.9K
|
344
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
333New |
$12K - $13.5K
|
333
$13.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
332+ 7.2% |
$12K - $13.5K
|
4.95K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
317+ 1.65% |
$11.5K - $12.9K
|
19.5K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
304+ 89.94% |
$11K - $12.3K
|
642
$25.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300New |
$10.9K - $12.2K
|
300
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.43% |
$10.9K - $12.2K
|
70.1K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
290+ 0.52% |
$10.5K - $11.8K
|
56.2K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
289+ 4.77% |
$10.5K - $11.7K
|
6.34K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
285+ 1.17% |
$10.3K - $11.6K
|
24.7K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.05K - $10.1K
|
250
$9.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
230+ 0.73% |
$8.32K - $9.33K
|
31.9K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
185+ 2.08% |
$6.69K - $7.5K
|
9.09K
$359K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
179+ 12.95% |
$6.48K - $7.26K
|
1.56K
$61.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
170+ 20.88% |
$6.15K - $6.89K
|
984
$38.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
156+ 1560.0% |
$5.64K - $6.33K
|
166
$6.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
140New |
$5.07K - $5.68K
|
140
$5.53K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
138New |
$4.99K - $5.6K
|
138
$5.46K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 8.83% |
$4.92K - $5.51K
|
1.68K
$66.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
120New |
$4.34K - $4.87K
|
120
$4.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
116+ 644.44% |
$4.2K - $4.7K
|
134
$5.3K
|