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 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.19K+ 5.45% |
$129K - $156K
|
61.6K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.07K+ 15.61% |
$125K - $150K
|
22.7K
$763K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.06K+ 5.45% |
$124K - $150K
|
59.2K
$1.99M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 48.66% |
$124K - $149K
|
9.31K
$313K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
3K+ 12.64% |
$122K - $147K
|
26.8K
$900K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.98K+ 0.01% |
$121K - $146K
|
26.9M
$905M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.86K+ 14.61% |
$116K - $140K
|
22.4K
$754K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.69K+ 7.73% |
$109K - $132K
|
37.5K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.51KNew |
$102K - $123K
|
2.51K
$84.4K
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.49K+ 4.94% |
$101K - $122K
|
52.8K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.27K+ 33.98% |
$92.3K - $111K
|
8.95K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.16K+ 3.15% |
$87.7K - $106K
|
70.6K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.07K+ 4.55% |
$84.2K - $101K
|
47.6K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.06K+ 6.28% |
$83.9K - $101K
|
34.9K
$1.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.94K+ 2.76% |
$79K - $95.3K
|
72.4K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.94K+ 6.8% |
$79K - $95.2K
|
30.5K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.85K+ 24.18% |
$75.3K - $90.7K
|
9.51K
$320K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.85K+ 14.48% |
$75.1K - $90.6K
|
14.6K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
1.8K+ 8.04% |
$73.2K - $88.2K
|
24.2K
$813K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.75KNew |
$71.1K - $85.8K
|
1.75K
$58.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.7K+ 16.24% |
$69.1K - $83.3K
|
12.2K
$409K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.64K+ 37.13% |
$66.5K - $80.1K
|
6.04K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.47K+ 21.16% |
$59.7K - $71.9K
|
8.41K
$282K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.46K+ 2.01% |
$59.3K - $71.5K
|
74.1K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.43K+ 508.93% |
$57.9K - $69.8K
|
1.71K
$57.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.36K+ 11.03% |
$55.4K - $66.8K
|
13.7K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 20.55% |
$55K - $66.3K
|
7.94K
$267K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.95% |
$47.8K - $57.6K
|
10.2K
$344K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.15K+ 61.07% |
$46.5K - $56.1K
|
3.02K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.13K+ 15.54% |
$45.9K - $55.4K
|
8.4K
$282K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.13K+ 23.03% |
$45.8K - $55.2K
|
6.02K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.13KNew |
$45.7K - $55.1K
|
1.13K
$37.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.12K+ 22.54% |
$45.6K - $55K
|
6.11K
$205K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
1.12K+ 2.47% |
$45.4K - $54.7K
|
46.4K
$1.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
1.11K+ 0.94% |
$45.2K - $54.4K
|
120K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.08K+ 4.73% |
$44K - $53.1K
|
24K
$806K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.05K+ 1.83% |
$42.5K - $51.2K
|
58.1K
$1.95M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1KNew |
$40.7K - $49K
|
1K
$33.6K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
982+ 24.12% |
$39.9K - $48.1K
|
5.05K
$170K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
971+ 8.53% |
$39.5K - $47.6K
|
12.4K
$415K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
936+ 12.41% |
$38K - $45.9K
|
8.48K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
920+ 1.27% |
$37.4K - $45.1K
|
73.5K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
885+ 1.58% |
$36K - $43.4K
|
56.9K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
855+ 15.97% |
$34.8K - $41.9K
|
6.21K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
800+ 4.17% |
$32.5K - $39.2K
|
20K
$672K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
772New |
$31.4K - $37.8K
|
772
$25.9K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
764+ 1.03% |
$31.1K - $37.4K
|
75.2K
$2.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
725+ 1.83% |
$29.5K - $35.5K
|
40.4K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
713+ 0.68% |
$29K - $34.9K
|
105K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
679+ 3.19% |
$27.6K - $33.3K
|
22K
$738K
|