Purchases and Sales Made in Q1 2022 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q1 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
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
579+ 0.55% |
$25.9K - $30.8K
|
106K
$3.86M
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
564+ 13.68% |
$25.3K - $30K
|
4.69K
$170K
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
562+ 0.79% |
$25.2K - $29.9K
|
72K
$2.62M
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
530+ 7.28% |
$23.7K - $28.2K
|
7.81K
$284K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$22.4K - $26.6K
|
500
$18.2K
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
479+ 10.38% |
$21.5K - $25.4K
|
5.09K
$185K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
464+ 0.9% |
$20.8K - $24.7K
|
52.1K
$1.89M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
460+ 0.97% |
$20.6K - $24.4K
|
47.7K
$1.73M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
449+ 0.52% |
$20.1K - $23.9K
|
87.3K
$3.18M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
445+ 0.22% |
$19.9K - $23.6K
|
201K
$7.3M
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
430+ 2.01% |
$19.3K - $22.8K
|
21.8K
$793K
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
419+ 62.91% |
$18.8K - $22.3K
|
1.09K
$39.5K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
416New |
$18.6K - $22.1K
|
416
$15.1K
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
402New |
$18K - $21.4K
|
402
$14.6K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
398+ 10.01% |
$17.8K - $21.1K
|
4.37K
$159K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
376+ 47.0% |
$16.8K - $20K
|
1.18K
$42.8K
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
326+ 39.04% |
$14.6K - $17.3K
|
1.16K
$42.2K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
312+ 11.02% |
$14K - $16.6K
|
3.14K
$114K
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
300+ 2.14% |
$13.4K - $15.9K
|
14.3K
$520K
|
|
May 16, 2022
Q1 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
295+ 0.84% |
$13.2K - $15.7K
|
35.5K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
265+ 7.92% |
$11.9K - $14.1K
|
3.61K
$131K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
261+ 1740.0% |
$11.7K - $13.9K
|
276
$10K
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
250+ 0.2% |
$11.2K - $13.3K
|
123K
$4.47M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
248+ 1.7% |
$11.1K - $13.2K
|
14.8K
$538K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
247New |
$11.1K - $13.1K
|
247
$8.98K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
227+ 10.02% |
$10.2K - $12.1K
|
2.49K
$90.6K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
222+ 2.52% |
$9.95K - $11.8K
|
9.02K
$328K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
221+ 1.53% |
$9.9K - $11.7K
|
14.6K
$532K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
212New |
$9.5K - $11.3K
|
212
$7.71K
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
BUY
|
- |
200+ 0.94% |
$8.96K - $10.6K
|
21.5K
$783K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
173+ 101.17% |
$7.75K - $9.19K
|
344
$12.5K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
170+ 0.43% |
$7.62K - $9.03K
|
40.1K
$1.46M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 1.13% |
$7.35K - $8.71K
|
14.7K
$536K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
160+ 0.79% |
$7.17K - $8.5K
|
20.3K
$738K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
158New |
$7.08K - $8.39K
|
158
$5.74K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
154+ 2.03% |
$6.9K - $8.18K
|
7.73K
$281K
|
|
Apr 25, 2022
Q1 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
150+ 2.46% |
$6.72K - $7.97K
|
6.24K
$227K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
145New |
$6.5K - $7.7K
|
145
$5.27K
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
140+ 0.19% |
$6.27K - $7.44K
|
74.7K
$2.71M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
140New |
$6.27K - $7.44K
|
140
$5.09K
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
137+ 0.13% |
$6.14K - $7.28K
|
107K
$3.9M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
131+ 0.2% |
$5.87K - $6.96K
|
64.8K
$2.36M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
128+ 0.45% |
$5.73K - $6.8K
|
28.8K
$1.05M
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
118+ 0.69% |
$5.29K - $6.27K
|
17.1K
$622K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
111New |
$4.97K - $5.9K
|
111
$4.04K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
104+ 19.92% |
$4.66K - $5.53K
|
626
$22.8K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$4.48K - $5.31K
|
100
$3.64K
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
100+ 0.32% |
$4.48K - $5.31K
|
31.6K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
99+ 0.27% |
$4.44K - $5.26K
|
36.7K
$1.34M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
80+ 1.25% |
$3.58K - $4.25K
|
6.5K
$236K
|