Institute for Wealth Management, LLC. - ESSENTIAL UTILS INC ownership

ESSENTIAL UTILS INC's ticker is WTRG and the CUSIP is 29670G102. A total of 643 filers reported holding ESSENTIAL UTILS INC in Q4 2021. The put-call ratio across all filers is 0.32 and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ESSENTIAL UTILS INC
ValueSharesWeighting
Q3 2023$383,633
-14.9%
11,175
-1.0%
0.07%
-9.2%
Q2 2023$450,578
-8.6%
11,2900.0%0.08%
-19.1%
Q1 2023$492,802
-13.5%
11,290
-5.4%
0.09%
-21.7%
Q4 2022$569,896
+11.5%
11,940
-3.2%
0.12%
+4.3%
Q3 2022$511,000
-9.7%
12,3400.0%0.12%
+3.6%
Q2 2022$566,000
-10.3%
12,3400.0%0.11%
+8.8%
Q1 2022$631,000
-4.8%
12,3400.0%0.10%
-5.6%
Q4 2021$663,000
+14.7%
12,340
-1.6%
0.11%
+6.9%
Q3 2021$578,000
+0.9%
12,5400.0%0.10%0.0%
Q2 2021$573,000
+2.1%
12,5400.0%0.10%
-5.6%
Q1 2021$561,000
-5.4%
12,5400.0%0.11%
-9.3%
Q4 2020$593,000
+17.4%
12,5400.0%0.12%
+2.6%
Q3 2020$505,000
-2.3%
12,540
+2.5%
0.12%
-9.4%
Q2 2020$517,000
+4.7%
12,240
+0.8%
0.13%
-16.4%
Q1 2020$494,00012,1400.15%
Other shareholders
ESSENTIAL UTILS INC shareholders Q4 2021
NameSharesValueWeighting ↓
Wills Financial Group, Inc. 307,100$14,657,8664.08%
Tandem Investment Advisors, Inc. 1,551,921$74,0733.82%
Coann Capital LLC 157,623$7,523,3463.58%
Costello Asset Management, INC 79,695$3,803,8423.43%
Silver Lake Advisory, LLC 105,986$5,058,7073.08%
Blossom Wealth Management 10,469$499,6682.41%
Zimmer Partners, LP 2,054,400$98,056,5121.97%
CANADA PENSION PLAN INVESTMENT BOARD 21,661,095$1,033,884,0641.83%
Addison Capital Co 55,026$2,6261.65%
Sonen Capital LLC 20,367$972,1171.59%
View complete list of ESSENTIAL UTILS INC shareholders