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 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.2% |
$414 - $524
|
4.98K
$175K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.15% |
$414 - $524
|
6.49K
$228K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
9+ 0.12% |
$372 - $471
|
7.52K
$264K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$372 - $471
|
9
$316
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.49% |
$290 - $367
|
478
$16.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.4% |
$290 - $367
|
1.77K
$62.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
6+ 0.07% |
$248 - $314
|
9.18K
$323K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 5.22% |
$248 - $314
|
121
$4.25K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.24% |
$248 - $314
|
2.5K
$87.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.05% |
$207 - $262
|
10.8K
$379K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$207 - $262
|
5.27K
$185K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 0.67% |
$207 - $262
|
749
$26.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$124 - $157
|
9.08K
$319K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.39% |
$82.8 - $105
|
519
$18.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$41.4 - $52.4
|
9.04K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.01% |
$41.4 - $52.4
|
11.4K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.01% |
$41.4 - $52.4
|
10.9K
$385K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.35% |
$41.4 - $52.4
|
286
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.31% |
$41.4 - $52.4
|
320
$11.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$41.4 - $52.4
|
405
$14.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$41.4 - $52.4
|
10.8K
$380K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.65% |
$124 - $157
|
462
$16.2K
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5- 0.02% |
$207 - $262
|
33.1K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 0.72% |
$372 - $471
|
1.25K
$43.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-19- 0.32% |
$786 - $995
|
5.88K
$207K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22- 8.59% |
$910 - $1.15K
|
234
$8.23K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26- 0.29% |
$1.08K - $1.36K
|
9.01K
$317K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-37- 1.34% |
$1.53K - $1.94K
|
2.73K
$96K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-37- 1.34% |
$1.53K - $1.94K
|
2.73K
$96K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-42- 23.46% |
$1.74K - $2.2K
|
137
$4.82K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 3.94% |
$1.86K - $2.36K
|
1.1K
$38.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-46- 9.98% |
$1.9K - $2.41K
|
415
$14.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-52- 0.28% |
$2.15K - $2.72K
|
18.6K
$655K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-56- 84.85% |
$2.32K - $2.93K
|
10
$352
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57- 0.41% |
$2.36K - $2.99K
|
13.8K
$486K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-85- 1.37% |
$3.52K - $4.45K
|
6.11K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-87- 4.89% |
$3.6K - $4.56K
|
1.69K
$59.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-95- 0.86% |
$3.93K - $4.98K
|
10.9K
$384K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 0.07% |
$4.14K - $5.24K
|
135K
$4.75M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.14% |
$4.14K - $5.24K
|
8.67K
$305K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-117- 1.79% |
$4.84K - $6.13K
|
6.43K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-161- 0.62% |
$6.66K - $8.43K
|
25.9K
$910K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-165- 0.74% |
$6.83K - $8.64K
|
22.1K
$778K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-169- 1.58% |
$6.99K - $8.85K
|
10.5K
$370K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-176- 1.48% |
$7.28K - $9.22K
|
11.7K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-180- 2.62% |
$7.45K - $9.43K
|
6.7K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-186- 0.98% |
$7.7K - $9.74K
|
18.7K
$657K
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-190- 0.25% |
$7.86K - $9.95K
|
74.6K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-200- 0.86% |
$8.28K - $10.5K
|
23.1K
$812K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-211- 4.14% |
$8.73K - $11.1K
|
4.89K
$172K
|