ESSENTIAL UTILS INC (WTRU)
Institutional ownership reported to the SEC as of Q1 2022, across 10 quarters.
36
Reporting holders
$448.5M
Reported value
0.0%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NUANCE INVESTMENTS, LLC | $122.8M | 2,006,963 | 2.20% | 9q | -0.5%-$637.5K |
| FRANKLIN RESOURCES INC | $99.8M | 1,631,250 | 0.04% | 9q | +1.3%+$1.2M |
| BlackRock Inc. | $36.9M | 603,541 | 0.00% | 9q | -6.1%-$2.4M |
| CSS LLC/IL | $31.6M | 514,387 | 1.14% | 4q | +1.3%+$405.9K |
| BlueCrest Capital Management Ltd | $19.8M | 322,909 | 0.64% | 9q | +95.6%+$9.7M |
| CALAMOS ADVISORS LLC | $18.9M | 309,382 | 0.07% | 9q | -41.1%-$13.2M |
| BANK OF AMERICA CORP /DE/ | $16.4M | 268,048 | 0.00% | 9q | +612.0%+$14.1M |
| Invesco Ltd. | $12.2M | 199,077 | 0.00% | 9q | -11.2%-$1.5M |
| MACQUARIE GROUP LTD | $11.7M | 208,707 | 0.01% | 8q | +101.2%+$5.9M |
| RAYMOND JAMES & ASSOCIATES | $10.7M | 174,979 | 0.01% | 9q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $10.0M | 163,565 | 0.10% | 5q | +63.4%+$3.9M |
| JPMORGAN CHASE & CO | $9.4M | 153,988 | 0.00% | 9q | +95.0%+$4.6M |
| STATE STREET CORP | $8.4M | 135,300 | 0.00% | 9q | -6.9%-$618.2K |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $6.2M | 101,433 | 0.08% | 9q | HELD |
| TRUIST FINANCIAL CORP | $5.5M | 90,257 | 0.01% | 7q | +1601.7%+$5.2M |
| LORD, ABBETT & CO. LLC | $5.3M | 86,946 | 0.01% | 9q | -3.5%-$191.9K |
| VAN ECK ASSOCIATES CORP | $5.3M | 86,280 | 0.01% | 5q | -5.3%-$295.9K |
| FMR LLC | $3.9M | 63,500 | 0.00% | 9q | HELD |
| FEDERATED HERMES, INC. | $3.7M | 59,953 | 0.01% | 9q | HELD |
| ELEQUIN CAPITAL LP | $3.2M | 52,473 | 0.55% | new | NEW |
| Weiss Asset Management LP | $3.1M | 50,000 | 0.06% | new | NEW |
| WELLS FARGO & COMPANY/MN | $959.0K | 15,675 | 0.00% | 9q | -26.0%-$337.5K |
| CREDIT SUISSE AG/ | $857.0K | 14,000 | 0.00% | 4q | HELD |
| AE Wealth Management LLC | $499.0K | 8,148 | 0.00% | 5q | -9.7%-$53.8K |
| BANK OF MONTREAL /CAN/ | $478.0K | 7,683 | 0.00% | new | NEW |
| MORGAN STANLEY | $352.0K | 5,672 | 0.00% | 9q | +1.6%+$5.4K |
| Parametric Portfolio Associates LLC | $247.0K | 4,042 | 0.00% | 2q | +6.7%+$15.6K |
| PNC Financial Services Group, Inc. | $229.0K | 3,750 | 0.00% | 9q | +1652.3%+$215.9K |
| Nuveen Asset Management, LLC | $37.0K | 62,608 | 0.00% | 5q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $26.0K | 432 | 0.00% | 9q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $26.0K | 422 | 0.00% | 7q | +421.0%+$21.0K |
| Covington Capital Management | $13.0K | 205 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $6.0K | 95 | 0.00% | 9q | HELD |
| NORTHWEST INVESTMENT COUNSELORS, LLC | $5.0K | 79 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $5.0K | 80 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $4.0K | 58 | 0.00% | 2q | +176.2%+$2.6K |
| Rockefeller Capital Management L.P. | $2.0K | 35 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2022 | 36 | $448.5M | 7,343,314 | 5 | 13 | 9 | 0.0% |
| Q4 2021 | 44 | $465.6M | 7,143,874 | 5 | 15 | 10 | 0.0% |
| Q3 2021 | 41 | $401.8M | 6,999,504 | 3 | 15 | 13 | 0.0% |
| Q2 2021 | 43 | $412.1M | 7,198,980 | 7 | 17 | 11 | 0.0% |
| Q1 2021 | 43 | $420.0M | 7,156,439 | 8 | 13 | 9 | 0.0% |
| Q4 2020 | 43 | $458.3M | 7,403,960 | 4 | 15 | 11 | 0.0% |
| Q3 2020 | 43 | $390.1M | 7,286,739 | 6 | 13 | 14 | 0.0% |
| Q2 2020 | 39 | $415.3M | 7,263,156 | 1 | 8 | 18 | 0.0% |
| Q1 2020 | 43 | $374.7M | 6,945,289 | 42 | 0 | 1 | 0.0% |
| Q4 2019 | 3 | $13.2M | 212,084 | 3 | 0 | 0 | 0.0% |