Purchases and Sales Made in Q1 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q1 2023. 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 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5KNew |
$425K - $512K
|
10.5K
$351K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.1K+ 27.9% |
$412K - $497K
|
46.5K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$411K - $495K
|
10.1K
$340K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.25K+ 26.43% |
$376K - $453K
|
44.3K
$1.49M
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.97K+ 28.6% |
$365K - $439K
|
40.3K
$1.35M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.95KNew |
$364K - $439K
|
8.95K
$301K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.95K+ 53.16% |
$364K - $438K
|
25.8K
$866K
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8.83K+ 11.04% |
$359K - $433K
|
88.8K
$2.98M
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$354K - $427K
|
8.71K
$293K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.14K+ 97.38% |
$331K - $399K
|
16.5K
$555K
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
8.09KNew |
$329K - $396K
|
8.09K
$272K
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
7.89K+ 39.18% |
$321K - $387K
|
28K
$942K
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.65K+ 0.55% |
$311K - $375K
|
1.4M
$46.9M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.54K+ 1.56% |
$306K - $369K
|
490K
$16.4M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
7.13K+ 2.83% |
$290K - $349K
|
259K
$8.7M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.11KNew |
$289K - $348K
|
7.11K
$239K
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
7K+ 19.34% |
$285K - $343K
|
43.2K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.94KNew |
$282K - $340K
|
6.94K
$233K
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.84KNew |
$278K - $335K
|
6.84K
$230K
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.72KNew |
$273K - $329K
|
6.72K
$226K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.63K+ 5.63% |
$269K - $325K
|
124K
$4.18M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.32K+ 107.92% |
$257K - $310K
|
12.2K
$409K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.94K+ 23.55% |
$242K - $291K
|
31.2K
$1.05M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.84KNew |
$237K - $286K
|
5.84K
$196K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.46K+ 60.39% |
$222K - $268K
|
14.5K
$487K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.31KNew |
$216K - $260K
|
5.31K
$178K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$178K
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$178K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.07K+ 101300.0% |
$206K - $248K
|
5.07K
$170K
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.92KNew |
$200K - $241K
|
4.92K
$165K
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.75K+ 20.77% |
$193K - $233K
|
27.6K
$928K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.68K+ 6.31% |
$190K - $229K
|
78.7K
$2.65M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.63KNew |
$188K - $227K
|
4.63K
$155K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.5K+ 7.78% |
$183K - $221K
|
62.3K
$2.09M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.5K+ 7.78% |
$183K - $221K
|
62.3K
$2.09M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.48K+ 50.6% |
$182K - $219K
|
13.3K
$448K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.39K+ 3.6% |
$178K - $215K
|
126K
$4.24M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.37K+ 9.54% |
$178K - $214K
|
50.2K
$1.69M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
4.32K+ 0.97% |
$176K - $212K
|
452K
$15.2M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.27K+ 49.73% |
$173K - $209K
|
12.8K
$432K
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
4.13K+ 2.69% |
$168K - $203K
|
158K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.11K+ 23.73% |
$167K - $201K
|
21.4K
$719K
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.69K+ 64.38% |
$150K - $181K
|
9.43K
$317K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.66K+ 6.89% |
$149K - $179K
|
56.8K
$1.91M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.47K+ 2238.06% |
$141K - $170K
|
3.62K
$122K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.44K+ 14.24% |
$140K - $169K
|
27.6K
$928K
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3.38K+ 16.26% |
$137K - $166K
|
24.2K
$812K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.33K+ 0.96% |
$135K - $163K
|
351K
$11.8M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.2K+ 14.51% |
$130K - $157K
|
25.2K
$848K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.19K+ 1593.5% |
$130K - $156K
|
3.39K
$114K
|