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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$36.2 - $40.6
|
1
$39.5
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$36.2 - $40.6
|
3
$119
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.2 - $40.6
|
13.4K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.94% |
$36.2 - $40.6
|
33
$1.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.67% |
$72.4 - $81.1
|
28
$1.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-8- -0.0% |
$289 - $324
|
179K
$7.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 61.54% |
$289 - $324
|
5
$198
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-8- 0.02% |
$289 - $324
|
47.3K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 2.22% |
$326 - $365
|
397
$15.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.14% |
$326 - $365
|
6.65K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.41% |
$470 - $527
|
909
$35.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-15- 2.5% |
$543 - $608
|
584
$23.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 3.79% |
$579 - $649
|
406
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-17- 10.97% |
$615 - $689
|
138
$5.46K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-23- 0.14% |
$832 - $933
|
16.9K
$667K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 20.0% |
$1.09K - $1.22K
|
120
$4.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 1.28% |
$1.19K - $1.34K
|
2.55K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 0.6% |
$1.27K - $1.42K
|
5.77K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-42- 5.17% |
$1.52K - $1.7K
|
771
$30.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-54- 1.97% |
$1.95K - $2.19K
|
2.68K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55- 1.0% |
$1.99K - $2.23K
|
5.46K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 0.32% |
$2.1K - $2.35K
|
17.9K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 12.4% |
$2.17K - $2.43K
|
424
$16.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-64- 65.31% |
$2.32K - $2.6K
|
34
$1.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-81- 0.67% |
$2.93K - $3.28K
|
11.9K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 4.23% |
$3.26K - $3.65K
|
2.04K
$80.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 0.47% |
$3.62K - $4.05K
|
21K
$831K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-123- 2.53% |
$4.45K - $4.99K
|
4.73K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-135- 11.75% |
$4.88K - $5.47K
|
1.01K
$40.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-143- 0.86% |
$5.17K - $5.8K
|
16.4K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-152- 21.23% |
$5.5K - $6.16K
|
564
$22.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-169- 3.49% |
$6.11K - $6.85K
|
4.67K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-175- 1.61% |
$6.33K - $7.1K
|
10.7K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-177- 1.24% |
$6.4K - $7.18K
|
14.1K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-180- 0.75% |
$6.51K - $7.3K
|
23.7K
$939K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-184- 28.22% |
$6.66K - $7.46K
|
468
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 25.74% |
$7.2K - $8.07K
|
574
$22.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 7.88% |
$7.24K - $8.11K
|
2.34K
$92.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-209- 3.31% |
$7.56K - $8.47K
|
6.11K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-214- 2.45% |
$7.74K - $8.68K
|
8.53K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-215- 0.59% |
$7.78K - $8.72K
|
36K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-229- 0.39% |
$8.29K - $9.29K
|
58K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 8.03% |
$8.61K - $9.65K
|
2.73K
$108K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-239- 90.19% |
$8.65K - $9.69K
|
26
$1.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 1.85% |
$9.05K - $10.1K
|
13.3K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 0.96% |
$9.05K - $10.1K
|
25.7K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-255- 3.47% |
$9.23K - $10.3K
|
7.1K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-265- 2.91% |
$9.59K - $10.7K
|
8.85K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-277- 3.65% |
$10K - $11.2K
|
7.31K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-277- 38.9% |
$10K - $11.2K
|
435
$17.2K
|