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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
78+ 0.13% |
$3.49K - $4.14K
|
58.4K
$2.17M
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
76+ 0.13% |
$3.4K - $4.04K
|
57.4K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.19% |
$3.23K - $3.83K
|
38.2K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
66+ 0.74% |
$2.96K - $3.51K
|
8.95K
$333K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 53.72% |
$2.91K - $3.45K
|
186
$6.91K
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
63New |
$2.82K - $3.35K
|
63
$2.34K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61+ 16.53% |
$2.73K - $3.24K
|
430
$16K
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
50+ 0.31% |
$2.24K - $2.66K
|
16.2K
$604K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
46+ 0.77% |
$2.06K - $2.44K
|
5.99K
$223K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$1.97K - $2.34K
|
44
$1.64K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
43New |
$1.93K - $2.28K
|
43
$1.6K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
38+ 0.18% |
$1.7K - $2.02K
|
20.6K
$767K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
35+ 0.57% |
$1.57K - $1.86K
|
6.12K
$228K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
34+ 0.52% |
$1.52K - $1.81K
|
6.54K
$243K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30New |
$1.34K - $1.59K
|
30
$1.12K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 6.08% |
$1.21K - $1.43K
|
471
$17.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 71.43% |
$1.12K - $1.33K
|
60
$2.23K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24+ 14.81% |
$1.08K - $1.28K
|
186
$6.91K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
22+ 7.12% |
$986 - $1.17K
|
331
$12.3K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
22+ 0.4% |
$986 - $1.17K
|
5.54K
$206K
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
20+ 0.43% |
$896 - $1.06K
|
4.69K
$174K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
20+ 0.4% |
$896 - $1.06K
|
5.04K
$187K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
19New |
$851 - $1.01K
|
19
$706
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 163.64% |
$806 - $956
|
29
$1.08K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15New |
$672 - $797
|
15
$558
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.28% |
$627 - $744
|
5.02K
$187K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14+ 0.11% |
$627 - $744
|
13.3K
$494K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.57% |
$582 - $691
|
2.3K
$85.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 1.05% |
$582 - $691
|
1.26K
$46.7K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 2.47% |
$582 - $691
|
540
$20.1K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.19% |
$493 - $584
|
5.71K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.13% |
$493 - $584
|
8.3K
$309K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 0.61% |
$493 - $584
|
1.83K
$67.9K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11+ 0.03% |
$493 - $584
|
33.7K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 100.0% |
$448 - $531
|
20
$743
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$448 - $531
|
10
$372
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 2.2% |
$448 - $531
|
465
$17.3K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.13% |
$448 - $531
|
7.5K
$279K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.43% |
$358 - $425
|
1.85K
$68.8K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.58% |
$314 - $372
|
1.22K
$45.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.12% |
$314 - $372
|
6.09K
$226K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$269 - $319
|
1.76K
$65.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.21% |
$269 - $319
|
2.81K
$104K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
6+ 28.57% |
$269 - $319
|
27
$1K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
6+ 0.11% |
$269 - $319
|
5.26K
$196K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$179 - $213
|
4
$149
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.61% |
$179 - $213
|
665
$24.7K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.07% |
$134 - $159
|
4.11K
$153K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.59% |
$134 - $159
|
513
$19.1K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.44% |
$89.6 - $106
|
459
$17.1K
|