Purchases and Sales Made in Q3 2022 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
787+ 14.38% |
$32.6K - $41.2K
|
6.26K
$220K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
786+ 3.74% |
$32.5K - $41.2K
|
21.8K
$766K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
739+ 7.15% |
$30.6K - $38.7K
|
11.1K
$389K
|
|
|
Oct 21, 2022
Q3 2022
|
First Pacific Financial
|
BUY
|
- |
697+ 4.74% |
$28.8K - $36.5K
|
15.4K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
650New |
$26.9K - $34K
|
650
$22.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
650+ 1.22% |
$26.9K - $34K
|
53.8K
$1.89M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
624+ 0.86% |
$25.8K - $32.7K
|
72.9K
$2.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
589+ 0.96% |
$24.4K - $30.8K
|
62K
$2.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
587+ 1.38% |
$24.3K - $30.7K
|
43.2K
$1.52M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
585+ 1.36% |
$24.2K - $30.6K
|
43.6K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
583+ 2.11% |
$24.1K - $30.5K
|
28.2K
$993K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
573+ 1.6% |
$23.7K - $30K
|
36.3K
$1.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
536+ 67.0% |
$22.2K - $28.1K
|
1.34K
$47K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
525+ 0.49% |
$21.7K - $27.5K
|
108K
$3.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
500+ 5.28% |
$20.7K - $26.2K
|
9.97K
$351K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
475+ 95.0% |
$19.7K - $24.9K
|
975
$34.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
458+ 0.44% |
$19K - $24K
|
104K
$3.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
455+ 2.49% |
$18.8K - $23.8K
|
18.7K
$659K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
446+ 6.54% |
$18.5K - $23.4K
|
7.26K
$255K
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
437+ 6.67% |
$18.1K - $22.9K
|
6.99K
$246K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
424+ 614.49% |
$17.5K - $22.2K
|
493
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
422+ 0.55% |
$17.5K - $22.1K
|
77.2K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
421+ 2.85% |
$17.4K - $22K
|
15.2K
$533K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
404+ 60.39% |
$16.7K - $21.2K
|
1.07K
$37.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
390+ 1.74% |
$16.1K - $20.4K
|
22.8K
$801K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
388+ 17.52% |
$16.1K - $20.3K
|
2.6K
$91.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
377+ 20.29% |
$15.6K - $19.7K
|
2.24K
$78.6K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
376+ 7.72% |
$15.6K - $19.7K
|
5.25K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
375+ 6.07% |
$15.5K - $19.6K
|
6.55K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
373New |
$15.4K - $19.5K
|
373
$13.1K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335+ 4.14% |
$13.9K - $17.5K
|
8.42K
$296K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
311New |
$12.9K - $16.3K
|
311
$10.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
290+ 1.33% |
$12K - $15.2K
|
22.1K
$777K
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
282+ 0.16% |
$11.7K - $14.8K
|
172K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
275+ 2.02% |
$11.4K - $14.4K
|
13.9K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
272+ 3.14% |
$11.3K - $14.2K
|
8.93K
$314K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
264+ 0.67% |
$10.9K - $13.8K
|
39.5K
$1.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
248+ 0.86% |
$10.3K - $13K
|
29.2K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
230+ 0.41% |
$9.52K - $12K
|
57K
$2M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
223+ 3.77% |
$9.23K - $11.7K
|
6.13K
$216K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
221New |
$9.14K - $11.6K
|
221
$7.77K
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
BUY
|
- |
218+ 0.39% |
$9.02K - $11.4K
|
55.5K
$1.95M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
215+ 6.04% |
$8.9K - $11.3K
|
3.77K
$133K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
212+ 14.44% |
$8.77K - $11.1K
|
1.68K
$59.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
206New |
$8.52K - $10.8K
|
206
$7.24K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 0.2% |
$8.28K - $10.5K
|
100K
$3.53M
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
200+ 0.07% |
$8.28K - $10.5K
|
294K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.49% |
$8.28K - $10.5K
|
41.3K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
193+ 0.97% |
$7.99K - $10.1K
|
20K
$703K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
178+ 3.13% |
$7.37K - $9.32K
|
5.86K
$206K
|