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Get Institutions for : 
Essential Utilities Ord Shs (WTRG)  
$51.94 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 598    2
Total shares held : 
 202,690,995  
% of shares held : 
 82.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   62  
Amount of shares held : 
 5,837,667  
% of shares held change : 
   2.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 3,467,760
 1.71%
 
Increased Positions :
251
 16,985,559
 8.38%
 
Unchanged Positions :
111
 23,531,293
 11.61%
 
Decreased Positions :
191
-12,881,825
-6.36%
 
Closed Positions :
43
-1,733,827
-0.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CANADA PENSION PLAN INVESTMENT BOARD 18 - 2023-12-31 21,661,095 $809,042,000 0
   FIL LTD 341 - 2023-12-31 1,000,000 $37,350,000 0
   Covea Finance 78 - 2024-03-31 96,000 $3,557,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 334 - 2024-03-31 48,800 $1,808,000 0
   apricus wealth LLC - 2023-12-31 26,262 $981,000 0
   BLACKHILL CAPITAL INC 28 - 2023-12-31 26,041 $973,000 0
   HAVERFORD TRUST CO - 2024-03-31 25,145 $932,000 0
   Key Financial Inc 81 - 2024-03-31 23,451 $876,000 0
   Sonen Capital LLC 19 - 2023-12-31 21,589 $806,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 83 - 2024-03-31 21,502 $797,000 0
   Aspire Private Capital LLC 84 - 2024-03-31 21,176 $785,000 0
   Gulf International Bank (UK) Ltd 546 - 2024-03-31 20,877 $773,000 0
   Sontag Advisory LLC 362 - 2023-12-31 19,286 $720,000 0
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 169 - 2023-12-31 18,975 $709,000 0
   SMITHFIELD TRUST CO 176 - 2023-12-31 17,269 $645,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 660 - 2024-03-31 16,972 $629,000 0
   Loudon Investment Management LLC 65 - 2023-12-31 15,463 $578,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 92 - 2024-03-31 14,730 $546,000 0
   Resurgent Financial Advisors LLC 77 - 2023-12-31 14,413 $538,000 0
   Levy Wealth Management Group LLC 56 - 2024-03-31 14,192 $530,000 0
   SPINNAKER TRUST 182 - 2023-12-31 13,815 $516,000 0
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 162 - 2024-03-31 13,200 $489,000 0
   CONESTOGA CAPITAL ADVISORS LLC 109 - 2024-03-31 13,087 $485,000 0
   Illinois Municipal Retirement Fund 1255 - 2023-12-31 12,828 $479,000 0
   SS&H Financial Advisors Inc. 97 - 2023-12-31 11,074 $414,000 0
   OBrien Greene & Co. Inc - 2024-03-31 11,114 $412,000 0
   TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS T 96 - 2024-03-31 10,656 $395,000 0
   GAMBLE JONES MORPHY & BENT 155 - 2022-12-31 8,168 $390,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 269 - 2024-03-31 10,205 $378,000 0
   Lehman & Derafelo Financial Resources LLC 73 - 2022-12-31 7,774 $371,000 0
   RSM US WEALTH MANAGEMENT LLC 483 - 2024-03-31 9,791 $363,000 0
   OSSIAM 529 - 2023-12-31 9,412 $352,000 0
   GSG Advisors LLC 80 - 2024-03-31 8,570 $309,000 0
   BIRCH HILL INVESTMENT ADVISORS LLC 136 - 2023-12-31 8,253 $308,000 0
   ARMSTRONG ADVISORY GROUP INC 144 - 2024-03-31 7,739 $289,000 0
   PINNACLE ASSOCIATES LTD 712 - 2024-03-31 7,537 $279,000 0
   PARADIGM ASSET MANAGEMENT CO LLC/NY 190 - 2023-12-31 7,400 $276,000 0
   Argent Trust Co 525 - 2023-12-31 7,142 $267,000 0
   RTD Financial Advisors Inc. 95 - 2024-03-31 7,103 $263,000 0
   LVW Advisors LLC 245 - 2024-03-31 7,000 $259,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 127 - 2024-03-31 6,835 $253,000 0
   NATIXIS ASSET MANAGEMENT 124 - 2023-12-31 6,522 $244,000 0
   MidWestOne Financial Group Inc. 261 - 2023-12-31 6,250 $233,000 0
   Fulcrum Capital LLC 109 - 2024-03-31 6,250 $232,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 371 - 2024-03-31 6,119 $229,000 0
   CHARTER RESEARCH & INVESTMENT GROUP INC. 76 - 2023-12-31 5,930 $221,000 0
   Capital CS Group LLC 74 - 2024-03-31 5,671 $210,000 0
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 5,535 $205,000 0
   Stony Point Wealth Management Inc. 74 - 2024-03-31 5,533 $205,000 0
   HEAD & ASSOCIATES LLC 224 - 2023-12-31 5,362 $200,000 0
   Blume Capital Management Inc. - 2024-03-31 5,055 $187,000 0
   Allspring Global Investments Holdings LLC 1762 - 2024-03-31 4,064 $151,000 0
   WHITTIER TRUST CO - 2024-03-31 3,755 $139,000 0
   TOMPKINS FINANCIAL CORP 247 - 2024-03-31 3,419 $127,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1027 - 2024-03-31 3,341 $124,000 0
   Bank of New Hampshire 234 - 2024-03-31 3,250 $120,000 0
   V-Square Quantitative Management LLC 535 - 2024-03-31 3,137 $116,000 0
   HANSON INVESTMENT MANAGEMENT 230 - 2024-03-31 3,142 $116,000 0
   Spire Wealth Management 950 - 2024-03-31 3,075 $114,000 0
   WASHINGTON TRUST CO 335 - 2024-03-31 2,930 $109,000 0
   BARTLETT & CO. LLC 572 - 2023-12-31 2,531 $95,000 0
   DIVIDEND GROWTH ADVISORS LLC 188 - 2023-12-31 2,552 $95,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 571 - 2023-12-31 2,531 $95,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 2,538 $94,000 0
   Citizens National Bank Trust Department - 2024-03-31 2,450 $91,000 0
   COLONIAL ASSET MANAGEMENT, INC. 273 - 2023-12-31 2,042 $76,000 0
   Geneos Wealth Management Inc. - 2024-03-31 1,866 $69,000 0
   UniSuper Management Pty Ltd 701 - 2023-12-31 1,800 $67,000 0
   Jackson Grant Investment Advisers Inc. 159 - 2023-12-31 1,695 $63,000 0
   Bromfield Sneider Wealth Advisors 64 - 2024-03-31 1,657 $61,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 311 - 2023-06-30 1,500 $60,000 0
   OLD SECOND NATIONAL BANK OF AURORA 189 - 2023-12-31 1,600 $60,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 383 - 2024-03-31 1,600 $59,000 0
   Atlantic Trust LLC 230 - 2023-12-31 1,500 $56,000 0
   DELTA ASSET MANAGEMENT LLC/TN 268 - 2023-12-31 1,260 $47,000 0
   PEOPLES FINANCIAL SERVICES CORP. 166 - 2024-03-31 1,250 $46,000 0
   CAROLINAS WEALTH CONSULTING LLC 355 - 2023-12-31 1,166 $44,000 0
   Orion Capital Management LLC 256 - 2023-12-31 1,125 $42,000 0
   ARROW FINANCIAL CORP 217 - 2023-12-31 1,082 $40,000 0
   MOTCO 311 - 2023-12-31 969 $36,000 0
   CHELSEA COUNSEL CO 126 - 2023-12-31 900 $34,000 0
   Addison Advisors LLC 406 - 2023-12-31 813 $30,000 0
   FIRST COMMUNITY TRUST NA 181 - 2024-03-31 802 $30,000 0
   Piscataqua Savings Bank 205 - 2024-03-31 750 $28,000 0
   MCF Advisors LLC 469 - 2024-03-31 753 $28,000 0
   First Command Financial Services Inc. 279 - 2023-06-30 666 $27,000 0
   First Command Bank 282 - 2023-06-30 666 $27,000 0
   Princeton Global Asset Management LLC 333 - 2024-03-31 705 $26,000 0
   First Command Advisory Services Inc. - 2024-03-31 666 $25,000 0
   DT INVESTMENT PARTNERS, LLC 267 - 2023-12-31 650 $24,000 0
   Halpern Financial Inc. 121 - 2024-03-31 658 $24,000 0
   First PREMIER Bank 258 - 2024-03-31 650 $24,000 0
   TD Waterhouse Canada Inc. 1101 - 2023-12-31 634 $24,000 0
   Cassady Schiller Wealth Management LLC 265 - 2023-12-31 625 $23,000 0
   HHM Wealth Advisors LLC 400 - 2023-12-31 561 $21,000 0
   BARRETT & COMPANY INC. 363 - 2024-03-31 500 $19,000 0
   BFSG LLC 440 - 2024-03-31 504 $19,000 0
   McIlrath & Eck LLC 430 - 2023-12-31 493 $18,000 0
   M&R CAPITAL MANAGEMENT INC 306 - 2024-03-31 498 $18,000 0
   Pinnacle Bank 585 - 2024-03-31 423 $16,000 0
  100 Records found
  1    
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