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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-89- 0.61% |
$3.54K - $4.34K
|
14.5K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-94- 0.36% |
$3.73K - $4.58K
|
25.8K
$907K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-104- 6.14% |
$4.13K - $5.07K
|
1.59K
$55.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-105- 40.38% |
$4.17K - $5.12K
|
155
$5.45K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-106- 1.81% |
$4.21K - $5.17K
|
5.75K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-111- 0.15% |
$4.41K - $5.41K
|
74.5K
$2.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-114- 1.9% |
$4.53K - $5.56K
|
5.9K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-115- 52.51% |
$4.57K - $5.61K
|
104
$3.66K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-121- 1.1% |
$4.81K - $5.9K
|
10.8K
$381K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-141- 2.21% |
$5.6K - $6.87K
|
6.23K
$219K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-156- 2.5% |
$6.2K - $7.6K
|
6.08K
$214K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-158- 0.28% |
$6.28K - $7.7K
|
56K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-164- 35.5% |
$6.52K - $7.99K
|
298
$10.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-201- 2.25% |
$7.99K - $9.8K
|
8.73K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-210- 89.74% |
$8.34K - $10.2K
|
24
$844
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-212- 12.62% |
$8.42K - $10.3K
|
1.47K
$51.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-215- 1.63% |
$8.54K - $10.5K
|
13K
$455K
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-222- 5.17% |
$8.82K - $10.8K
|
4.07K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-236- 2.88% |
$9.38K - $11.5K
|
7.95K
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-237- 0.2% |
$9.42K - $11.6K
|
119K
$4.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-247- 0.12% |
$9.81K - $12K
|
201K
$7.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-250- 2.51% |
$9.93K - $12.2K
|
9.72K
$342K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-258- 3.05% |
$10.3K - $12.6K
|
8.21K
$288K
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-264- 0.67% |
$10.5K - $12.9K
|
39.3K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-264- 0.67% |
$10.5K - $12.9K
|
39.3K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-266- 0.37% |
$10.6K - $13K
|
72.6K
$2.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-276- 0.15% |
$11K - $13.5K
|
186K
$6.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-309- 6.09% |
$12.3K - $15.1K
|
4.77K
$168K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-313- 7.96% |
$12.4K - $15.3K
|
3.62K
$127K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-318- 12.22% |
$12.6K - $15.5K
|
2.28K
$80.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-339- 1.51% |
$13.5K - $16.5K
|
22K
$775K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-340- 3.86% |
$13.5K - $16.6K
|
8.47K
$298K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-345- 0.81% |
$13.7K - $16.8K
|
42K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-351- 3.21% |
$13.9K - $17.1K
|
10.6K
$372K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-376- 2.45% |
$14.9K - $18.3K
|
15K
$526K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-387- 0.84% |
$15.4K - $18.9K
|
45.8K
$1.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-400- 0.97% |
$15.9K - $19.5K
|
40.9K
$1.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-400- 3.24% |
$15.9K - $19.5K
|
11.9K
$420K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-407- 1.91% |
$16.2K - $19.8K
|
20.9K
$735K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-413- 7.87% |
$16.4K - $20.1K
|
4.83K
$170K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-450- 19.02% |
$17.9K - $21.9K
|
1.92K
$67.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-450- 0.09% |
$17.9K - $21.9K
|
505K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-472- 3.96% |
$18.8K - $23K
|
11.5K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-499- 4.56% |
$19.8K - $24.3K
|
10.4K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-499- 0.26% |
$19.8K - $24.3K
|
194K
$6.84M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-500- 0.9% |
$19.9K - $24.4K
|
55K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-511- 1.64% |
$20.3K - $24.9K
|
30.7K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-516- 0.3% |
$20.5K - $25.1K
|
172K
$6.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-525- 6.73% |
$20.9K - $25.6K
|
7.27K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-546- 3.81% |
$21.7K - $26.6K
|
13.8K
$485K
|