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 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.96K- 8.88% |
$107K - $120K
|
30.4K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.04K- 0.6% |
$110K - $123K
|
507K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.09K- 8.69% |
$112K - $125K
|
32.5K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.11K- 5.99% |
$112K - $126K
|
48.8K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.12K- 3.31% |
$113K - $127K
|
91K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.23K- 4.76% |
$117K - $131K
|
64.7K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.32K- 5.03% |
$120K - $135K
|
62.7K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.37K- 8.43% |
$122K - $137K
|
36.6K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.38K- 22.3% |
$122K - $137K
|
11.8K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-3.45K- 88.85% |
$125K - $140K
|
433
$17.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.45K- 27.4% |
$125K - $140K
|
9.14K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.52K- 14.44% |
$127K - $143K
|
20.8K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.62K- 1.97% |
$131K - $147K
|
180K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.7K- 3.52% |
$134K - $150K
|
102K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.88K- 5.13% |
$140K - $157K
|
71.8K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.92K- 9.82% |
$142K - $159K
|
36K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.19K- 1.84% |
$151K - $170K
|
223K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-4.26K- 2.64% |
$154K - $173K
|
157K
$6.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.64K- 0.14% |
$168K - $188K
|
3.24M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.78K- 38.53% |
$173K - $194K
|
7.63K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.82K- 15.12% |
$174K - $196K
|
27.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.84K- 1.97% |
$175K - $196K
|
241K
$9.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.95K- 5.42% |
$179K - $201K
|
86.5K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-5.19K- 23.1% |
$188K - $210K
|
17.3K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.3K- 2.16% |
$192K - $215K
|
240K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-5.37K- 33.1% |
$194K - $218K
|
10.9K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.77K- 21.79% |
$209K - $234K
|
20.7K
$819K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.88K- 14.24% |
$213K - $238K
|
35.4K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.95K- 10.28% |
$215K - $241K
|
51.9K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.97K- 44.9% |
$216K - $242K
|
7.32K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-6.95K- 37.56% |
$251K - $282K
|
11.6K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-7.15K- 10.71% |
$259K - $290K
|
59.6K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-7.17K- 7.07% |
$259K - $291K
|
94.2K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-7.79K- 0.38% |
$282K - $316K
|
2.03M
$80.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7.87K- 7.3% |
$285K - $319K
|
99.8K
$3.95M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.07K- 6.93% |
$292K - $327K
|
108K
$4.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.22K- 18.25% |
$298K - $333K
|
36.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.51K- 0.26% |
$308K - $345K
|
3.26M
$129M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-8.96K- 2.51% |
$324K - $363K
|
348K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.08K- 21.0% |
$328K - $368K
|
34.1K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.8K- 5.37% |
$392K - $440K
|
191K
$7.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-11K- 73.33% |
$398K - $446K
|
4K
$158K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-11K- 3.73% |
$398K - $446K
|
284K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 22.74% |
$432K - $484K
|
40.6K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 8.69% |
$440K - $493K
|
128K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-13.1K- 1.8% |
$475K - $532K
|
715K
$28.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.4K- 53.96% |
$556K - $624K
|
13.1K
$519K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.5K- 66.97% |
$562K - $630K
|
7.66K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-16K- 8.35% |
$580K - $650K
|
176K
$6.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-16K- 50.07% |
$580K - $650K
|
16K
$632K
|