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 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 9.68% |
$13.4K - $15.9K
|
2.8K
$104K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-319- 5.01% |
$14.3K - $16.9K
|
6.05K
$225K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-324- 1.26% |
$14.5K - $17.2K
|
25.5K
$946K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-325- 2.41% |
$14.6K - $17.3K
|
13.2K
$489K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-342- 14.6% |
$15.3K - $18.2K
|
2K
$74.3K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-351- 1.07% |
$15.7K - $18.6K
|
32.5K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-358- 80.81% |
$16K - $19K
|
85
$3.16K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-371- 1.58% |
$16.6K - $19.7K
|
23.1K
$859K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-390- 4.02% |
$17.5K - $20.7K
|
9.31K
$346K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-399- 81.76% |
$17.9K - $21.2K
|
89
$3.31K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-400Closed |
$17.9K - $21.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-400- 2.54% |
$17.9K - $21.3K
|
15.3K
$570K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-413- 5.34% |
$18.5K - $21.9K
|
7.32K
$272K
|
|
|
May 04, 2022
Q1 2022
|
Abrdn PLC
|
SELL
|
- |
-413- 2.18% |
$18.5K - $21.9K
|
18.6K
$690K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-414- 67.32% |
$18.5K - $22K
|
201
$7.47K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-420- 34.85% |
$18.8K - $22.3K
|
785
$29.2K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-467- 6.68% |
$20.9K - $24.8K
|
6.52K
$242K
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-482- 0.37% |
$21.6K - $25.6K
|
128K
$4.77M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-487- 3.05% |
$21.8K - $25.9K
|
15.5K
$576K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-489- 2.1% |
$21.9K - $26K
|
22.8K
$849K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-500- 1.28% |
$22.4K - $26.6K
|
38.7K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-521Closed |
$23.3K - $27.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-523- 10.78% |
$23.4K - $27.8K
|
4.33K
$161K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-525- 0.77% |
$23.5K - $27.9K
|
68.1K
$2.53M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-525- 1.36% |
$23.5K - $27.9K
|
38K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-545Closed |
$24.4K - $29K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-548- 8.08% |
$24.6K - $29.1K
|
6.23K
$232K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-594- 1.29% |
$26.6K - $31.6K
|
45.3K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-625Closed |
$28K - $33.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-628- 1.13% |
$28.1K - $33.4K
|
54.9K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-630- 10.33% |
$28.2K - $33.5K
|
5.47K
$203K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-632- 3.53% |
$28.3K - $33.6K
|
17.3K
$642K
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.67% |
$31.4K - $37.2K
|
41.1K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-700- 7.3% |
$31.4K - $37.2K
|
8.89K
$330K
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-713- 3.11% |
$31.9K - $37.9K
|
22.2K
$825K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-723- 11.08% |
$32.4K - $38.4K
|
5.8K
$216K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-725- 3.44% |
$32.5K - $38.5K
|
20.4K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-727- 7.1% |
$32.6K - $38.6K
|
9.51K
$354K
|
|
|
Apr 21, 2022
Q1 2022
|
Miller Howard Investments Inc
|
SELL
|
- |
-733- 3.66% |
$32.8K - $38.9K
|
19.3K
$717K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-791- 15.98% |
$35.4K - $42K
|
4.16K
$155K
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-818- 9.39% |
$36.6K - $43.5K
|
7.89K
$293K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-830- 1.32% |
$37.2K - $44.1K
|
62.1K
$2.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-902- 0.45% |
$40.4K - $47.9K
|
200K
$7.45M
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-925- 2.78% |
$41.4K - $49.1K
|
32.4K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-935- 15.37% |
$41.9K - $49.7K
|
5.15K
$191K
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-936- 2.89% |
$41.9K - $49.7K
|
31.4K
$1.17M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-946- 12.39% |
$42.4K - $50.3K
|
6.69K
$249K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.02K- 1.76% |
$45.7K - $54.2K
|
57K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.07K- 15.55% |
$47.9K - $56.8K
|
5.81K
$216K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.09K- 4.85% |
$48.7K - $57.7K
|
21.3K
$791K
|