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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.71% |
$89.6 - $106
|
283
$10.3K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.44% |
$89.6 - $106
|
459
$16.7K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$44.8 - $53.1
|
9.04K
$329K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.01% |
$44.8 - $53.1
|
9.75K
$354K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$44.8 - $53.1
|
403
$14.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$44.8 - $53.1
|
9.77K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.01% |
$44.8 - $53.1
|
7.58K
$276K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 1.44% |
$179 - $213
|
274
$9.96K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-6- 0.39% |
$269 - $319
|
1.52K
$55.4K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-6- 0.09% |
$269 - $319
|
6.49K
$236K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-11- 0.26% |
$493 - $584
|
4.24K
$154K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23- 0.84% |
$1.03K - $1.22K
|
2.7K
$98.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-28- 0.28% |
$1.25K - $1.49K
|
9.91K
$360K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.36% |
$1.3K - $1.54K
|
8.09K
$294K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-30- 5.41% |
$1.34K - $1.59K
|
525
$19.1K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-44- 0.54% |
$1.97K - $2.34K
|
8.08K
$294K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-46Closed |
$2.06K - $2.44K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-46- 0.51% |
$2.06K - $2.44K
|
9.05K
$329K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-47Closed |
$2.11K - $2.5K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-50- 0.05% |
$2.24K - $2.66K
|
107K
$3.9M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-55- 8.53% |
$2.46K - $2.92K
|
590
$21.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-71- 0.47% |
$3.18K - $3.77K
|
14.9K
$542K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-75- 1.52% |
$3.36K - $3.98K
|
4.86K
$177K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78Closed |
$3.49K - $4.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-83- 2.37% |
$3.72K - $4.41K
|
3.43K
$125K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 1.8% |
$4.48K - $5.31K
|
5.45K
$198K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100Closed |
$4.48K - $5.31K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-103Closed |
$4.61K - $5.47K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-111- 1.48% |
$4.97K - $5.9K
|
7.37K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-125- 0.31% |
$5.6K - $6.64K
|
40.1K
$1.46M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-140- 2.12% |
$6.27K - $7.44K
|
6.47K
$235K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-147Closed |
$6.59K - $7.81K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-151- 2.96% |
$6.76K - $8.02K
|
4.95K
$180K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-152- 29.23% |
$6.81K - $8.08K
|
368
$13.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-159- 9.08% |
$7.12K - $8.45K
|
1.59K
$57.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-166- 2.01% |
$7.44K - $8.82K
|
8.09K
$294K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-166- 2.71% |
$7.44K - $8.82K
|
5.96K
$217K
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-168- 28.33% |
$7.53K - $8.93K
|
425
$15.5K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175Closed |
$7.84K - $9.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-182- 2.76% |
$8.15K - $9.67K
|
6.41K
$233K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-190- 7.06% |
$8.51K - $10.1K
|
2.5K
$90.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-196- 34.03% |
$8.78K - $10.4K
|
380
$13.8K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-200- 3.42% |
$8.96K - $10.6K
|
5.65K
$205K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-200- 2.03% |
$8.96K - $10.6K
|
9.67K
$352K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-212- 2.19% |
$9.5K - $11.3K
|
9.48K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-230- 4.62% |
$10.3K - $12.2K
|
4.75K
$173K
|
|
|
May 16, 2022
Q1 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-249- 0.9% |
$11.2K - $13.2K
|
27.3K
$993K
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-290- 3.18% |
$13K - $15.4K
|
8.82K
$321K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-291- 5.63% |
$13K - $15.5K
|
4.88K
$177K
|