Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 9 | 9 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q1 2022 | 9 |
Calamos Advisors LLC | 9 | 9 | 0.07% | 0.15% | 0.19% | Q1 2020 | Q1 2022 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 9 |
LORD, ABBETT & CO. LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
BlueCrest Capital Management Ltd | 9 | 9 | 0.01% | 0.29% | 0.64% | Q1 2020 | Q1 2022 | 9 |
MORGAN STANLEY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
RAYMOND JAMES & ASSOCIATES | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
FEDERATED HERMES, INC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
STATE STREET CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
NUANCE INVESTMENTS, LLC | 9 | 9 | 1.64% | 2.13% | 2.41% | Q1 2020 | Q1 2022 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 3 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q1 2022 | 8 |
Jefferies Group LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.03% | 0.15% | 0.44% | Q1 2020 | Q4 2021 | 8 |
MACQUARIE GROUP LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
PUTNAM INVESTMENTS LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Ellevest, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
VAN ECK ASSOCIATES CORP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
CSS LLC/IL | 4 | 2 | 0.10% | 0.48% | 1.17% | Q1 2020 | Q1 2022 | 6 |
Parallax Volatility Advisers, L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 6 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
Capital World Investors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Ecofin Advisors Ltd | 5 | 5 | 2.46% | 2.87% | 3.46% | Q4 2019 | Q4 2020 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 5 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CAMDEN ASSET MANAGEMENT L P /CA | 4 | 4 | 0.30% | 0.92% | 1.23% | Q1 2020 | Q4 2020 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 4 |
Teton Advisors, Inc. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q4 2020 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
COZAD ASSET MANAGEMENT INC | 2 | 1 | 0.13% | 0.19% | 0.30% | Q1 2020 | Q4 2020 | 3 |
Warberg Asset Management LLC | 3 | 3 | 0.30% | 0.37% | 0.49% | Q2 2021 | Q4 2021 | 3 |
ELCO Management Co., LLC | 2 | 1 | 0.14% | 0.45% | 0.74% | Q4 2020 | Q4 2021 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q3 2020 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ESSENTIAL UTILS INC or have owned ESSENTIAL UTILS INC in the past.