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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
115New |
$4.16K - $4.66K
|
115
$4.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
109+ 65.66% |
$3.94K - $4.42K
|
275
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91+ 6.35% |
$3.29K - $3.69K
|
1.52K
$60.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 7.59% |
$3.29K - $3.69K
|
1.29K
$51K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
85+ 0.32% |
$3.08K - $3.45K
|
26.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
79+ 1.28% |
$2.86K - $3.2K
|
6.27K
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77New |
$2.79K - $3.12K
|
77
$3.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
71+ 0.59% |
$2.57K - $2.88K
|
12.1K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 85.53% |
$2.35K - $2.64K
|
141
$5.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 0.61% |
$2.03K - $2.27K
|
9.19K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.98K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
43+ 0.15% |
$1.56K - $1.74K
|
28.4K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
40+ 0.44% |
$1.45K - $1.62K
|
9.08K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 0.17% |
$1.41K - $1.58K
|
23.6K
$934K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33+ 0.37% |
$1.19K - $1.34K
|
8.96K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
26+ 12.15% |
$941 - $1.05K
|
240
$9.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 0.39% |
$905 - $1.01K
|
6.5K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
24+ 0.69% |
$868 - $973
|
3.5K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 5.97% |
$760 - $852
|
373
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
18+ 12.68% |
$651 - $730
|
160
$6.32K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.81% |
$579 - $649
|
1.99K
$78.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$507 - $568
|
14
$553
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
13+ 0.81% |
$470 - $527
|
1.61K
$63.8K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.07% |
$470 - $527
|
19.5K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13+ 0.47% |
$470 - $527
|
2.78K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11+ 29.73% |
$398 - $446
|
48
$1.9K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$398 - $446
|
11
$435
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$326 - $365
|
9
$356
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.82% |
$326 - $365
|
1.1K
$43.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$289 - $324
|
8
$316
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7New |
$253 - $284
|
7
$277
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6+ 0.09% |
$217 - $243
|
6.74K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$181 - $203
|
5
$198
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$181 - $203
|
5
$198
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 33.33% |
$145 - $162
|
16
$632
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4+ 0.7% |
$145 - $162
|
573
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.3% |
$145 - $162
|
312
$12.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.8% |
$145 - $162
|
503
$19.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$109 - $122
|
7.91K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.88% |
$109 - $122
|
344
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.86% |
$109 - $122
|
352
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 1.01% |
$109 - $122
|
299
$11.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$109 - $122
|
10.5K
$413K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$109 - $122
|
3
$119
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$72.4 - $81.1
|
2
$79.1
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$72.4 - $81.1
|
447
$17.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.82% |
$72.4 - $81.1
|
245
$9.68K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 0.3% |
$72.4 - $81.1
|
674
$26.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$36.2 - $40.6
|
1
$39.5
|