Purchases and Sales Made in Q4 2022 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.24KNew |
$169K - $207K
|
4.24K
$152K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.11KNew |
$163K - $200K
|
4.11K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.08K+ 0.35% |
$162K - $199K
|
1.18M
$42.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.04K+ 3.78% |
$161K - $197K
|
111K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.96KNew |
$157K - $193K
|
3.96K
$142K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.92K+ 2.68% |
$156K - $191K
|
150K
$5.36M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.7K+ 10.72% |
$147K - $180K
|
38.2K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.49K+ 21.57% |
$138K - $170K
|
19.6K
$702K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
3.44K+ 12.18% |
$137K - $168K
|
31.7K
$1.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.34K+ 310.81% |
$132K - $163K
|
4.41K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3.13K+ 0.7% |
$124K - $153K
|
448K
$16M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.01K+ 51.54% |
$120K - $147K
|
8.85K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.75K+ 7.45% |
$109K - $134K
|
39.7K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.72K+ 9.75% |
$108K - $132K
|
30.6K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.64K+ 0.41% |
$105K - $129K
|
652K
$23.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.5K+ 5.79% |
$99.4K - $122K
|
45.7K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.47K+ 10.98% |
$98.3K - $121K
|
25K
$893K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.47K+ 2.04% |
$98.1K - $120K
|
124K
$4.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.42K+ 16.45% |
$96.1K - $118K
|
17.1K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.39KNew |
$95K - $117K
|
2.39K
$85.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.38K+ 0.67% |
$94.4K - $116K
|
359K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.36K+ 2.46% |
$93.6K - $115K
|
98.2K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.34K+ 13.15% |
$93K - $114K
|
20.1K
$719K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.29K+ 1.78% |
$91K - $112K
|
131K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.26KNew |
$89.8K - $110K
|
2.26K
$80.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.23K+ 2.15% |
$88.6K - $109K
|
106K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
2.14K+ 3.13% |
$85.1K - $104K
|
70.5K
$2.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2.14K+ 73.04% |
$85K - $104K
|
5.07K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.07K+ 33.92% |
$82.4K - $101K
|
8.19K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.03K+ 112.87% |
$80.8K - $99.1K
|
3.84K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.9K+ 9.07% |
$75.6K - $92.8K
|
22.9K
$817K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 2.38% |
$73.2K - $89.8K
|
79.2K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.84K+ 8.33% |
$73K - $89.6K
|
23.9K
$854K
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 28.86% |
$71.5K - $87.7K
|
8.04K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.7K+ 9.51% |
$67.5K - $82.9K
|
19.6K
$699K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.65K+ 1.44% |
$65.7K - $80.6K
|
116K
$4.15M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.61K+ 3.69% |
$64K - $78.5K
|
45.2K
$1.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.58K+ 41.88% |
$62.8K - $77K
|
5.35K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.55K+ 0.42% |
$61.7K - $75.7K
|
372K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.54K+ 1.64% |
$61K - $74.9K
|
95.1K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
1.47K+ 3.01% |
$58.4K - $71.7K
|
50.3K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.43K+ 1.4% |
$56.8K - $69.7K
|
104K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.42K+ 6.55% |
$56.4K - $69.2K
|
23.1K
$824K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.37K+ 0.58% |
$54.6K - $67K
|
237K
$8.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.32KNew |
$52.4K - $64.3K
|
1.32K
$47.1K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.25K+ 19.6% |
$49.8K - $61.1K
|
7.65K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.25K+ 6.04% |
$49.8K - $61.1K
|
22K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.22K+ 5.67% |
$48.6K - $59.7K
|
22.8K
$815K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 85.24% |
$45.2K - $55.5K
|
2.47K
$88.3K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$43.8K - $53.7K
|
1.1K
$39.4K
|