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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-879- 8.01% |
$31.8K - $35.6K
|
10.1K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-879- 18.55% |
$31.8K - $35.6K
|
3.86K
$153K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 80.0% |
$36.2K - $40.6K
|
250
$9.88K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1K- 11.66% |
$36.2K - $40.6K
|
7.58K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-1.02K- 15.01% |
$36.9K - $41.4K
|
5.78K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 40.73% |
$37.3K - $41.8K
|
1.5K
$59.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 26.33% |
$37.3K - $41.8K
|
2.89K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.07K- 3.44% |
$38.6K - $43.2K
|
29.9K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.14K- 7.35% |
$41.2K - $46.2K
|
14.4K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 7.2% |
$42.1K - $47.2K
|
15K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.2K- 2.6% |
$43.3K - $48.5K
|
44.8K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.23K- 2.43% |
$44.6K - $50K
|
49.5K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.25K- 4.79% |
$45.2K - $50.7K
|
24.9K
$982K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.26K- 12.09% |
$45.5K - $51K
|
9.15K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.29K- 7.82% |
$46.5K - $52.1K
|
15.2K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.4K- 16.24% |
$50.7K - $56.8K
|
7.22K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 1.97% |
$50.7K - $56.8K
|
69.7K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.41K- 17.09% |
$51K - $57.1K
|
6.84K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.45K- 0.27% |
$52.3K - $58.6K
|
543K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.49K- 10.65% |
$53.9K - $60.5K
|
12.5K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.5K- 76.48% |
$54.3K - $60.9K
|
462
$18.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 19.76% |
$55.5K - $62.2K
|
6.24K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.56K- 4.22% |
$56.4K - $63.3K
|
35.4K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.56K- 4.64% |
$56.5K - $63.3K
|
32.1K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.56K- 2.81% |
$56.5K - $63.3K
|
54K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.62K- 7.03% |
$58.6K - $65.7K
|
21.4K
$846K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.66K- 14.05% |
$60K - $67.3K
|
10.1K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.68K- 20.61% |
$60.8K - $68.1K
|
6.47K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.75K- 4.06% |
$63.2K - $70.8K
|
41.2K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78K- 7.09% |
$64.5K - $72.3K
|
23.4K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.82K- 17.54% |
$65.8K - $73.8K
|
8.56K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 11.82% |
$67.2K - $75.3K
|
13.9K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.88K- 4.61% |
$67.8K - $76K
|
38.8K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.89K- 13.31% |
$68.3K - $76.6K
|
12.3K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2K- 3.36% |
$72.4K - $81.2K
|
57.5K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.03K- 2.99% |
$73.4K - $82.3K
|
65.8K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.12K- 8.96% |
$76.5K - $85.8K
|
21.5K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.14K- 1.16% |
$77.5K - $86.8K
|
182K
$7.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 2.11% |
$80.6K - $90.4K
|
103K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.23K- 9.75% |
$80.8K - $90.5K
|
20.7K
$817K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.28K- 52.03% |
$82.6K - $92.6K
|
2.11K
$83.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.43K- 8.14% |
$87.8K - $98.5K
|
27.4K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.48K- 7.86% |
$89.7K - $100K
|
29K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.5K- 3.94% |
$90.4K - $101K
|
60.9K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.51K- 5.87% |
$90.7K - $102K
|
40.2K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.62K- 1.93% |
$94.8K - $106K
|
133K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.74K- 3.02% |
$99K - $111K
|
87.7K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.82K- 1.48% |
$102K - $114K
|
187K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.86K- 2.77% |
$104K - $116K
|
101K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.94K- 15.29% |
$106K - $119K
|
16.3K
$644K
|