Purchases and Sales Made in Q1 2023 in Essential Utilities, Inc. (WTRG)

WTRG Quotes by TradingView

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 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
647
New
$26.3K - $31.7K
647 $21.7K
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
645
+ 12.76%
$26.2K - $31.6K
5.7K $192K
May 12, 2023 Q1 2023
Bi Asset Management Fondsmaeglerselskab A

Kobenhavn, G7
BUY
 -
642
+ 13.25%
$26.1K - $31.5K
5.49K $184K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
639
+ 13.37%
$26K - $31.3K
5.42K $182K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
609
New
$24.8K - $29.8K
609 $20.5K
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
600
+ 2.22%
$24.4K - $29.4K
27.6K $928K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
570
New
$23.2K - $27.9K
570 $19.2K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
560
+ 8.14%
$22.8K - $27.4K
7.44K $250K
May 15, 2023 Q1 2023
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
550
+ 0.78%
$22.4K - $27K
71.4K $2.4M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
527
New
$21.4K - $25.8K
527 $17.7K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
500
New
$20.3K - $24.5K
500 $16.8K
May 12, 2023 Q1 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
486
+ 3.28%
$19.8K - $23.8K
15.3K $514K
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
469
+ 1.69%
$19.1K - $23K
28.3K $950K
May 11, 2023 Q1 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
448
+ 7.48%
$18.2K - $22K
6.44K $216K
May 11, 2023 Q1 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
425
+ 3.71%
$17.3K - $20.8K
11.9K $399K
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
414
New
$16.8K - $20.3K
414 $13.9K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
411
+ 2.58%
$16.7K - $20.1K
16.3K $549K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
364
+ 1.93%
$14.8K - $17.8K
19.2K $646K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
352
+ 2.11%
$14.3K - $17.2K
17K $572K
Apr 25, 2023 Q1 2023
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
350
+ 2.17%
$14.2K - $17.2K
16.5K $554K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
325
New
$13.2K - $15.9K
325 $10.9K
May 15, 2023 Q1 2023
Livforsakringsbolaget Skandia, Omsesidigt

Stockholm, V7
BUY
 -
300
+ 23.08%
$12.2K - $14.7K
1.6K $53.8K
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
250
+ 50.0%
$10.2K - $12.3K
750 $25.2K
May 11, 2023 Q1 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
231
+ 0.04%
$9.39K - $11.3K
560K $18.8M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
215
+ 0.98%
$8.74K - $10.5K
22.2K $747K
Apr 25, 2023 Q1 2023
Silver Lake Advisory, LLC

BUY
 -
214
+ 0.2%
$8.7K - $10.5K
106K $3.57M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 0.49%
$8.13K - $9.8K
41.1K $1.38M
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
200
+ 4.98%
$8.13K - $9.8K
4.21K $142K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
200
New
$8.13K - $9.8K
200 $6.72K
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
195
+ 0.85%
$7.93K - $9.56K
23K $773K
Apr 24, 2023 Q1 2023
Machina Capital S.A.S.

Paris, I0
BUY
 -
180
New
$7.32K - $8.82K
180 $6.05K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
180
New
$7.32K - $8.82K
180 $6.05K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
180
+ 0.2%
$7.32K - $8.82K
89.4K $3M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
171
+ 3.54%
$6.95K - $8.38K
5K $168K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
143
+ 7.86%
$5.81K - $7.01K
1.96K $65.9K
May 12, 2023 Q1 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
136
+ 8.56%
$5.53K - $6.66K
1.73K $58K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
134
+ 1.92%
$5.45K - $6.57K
7.12K $239K
May 04, 2023 Q1 2023
Oregon Public Employees Retirement Fund

BUY
 -
130
+ 0.19%
$5.28K - $6.37K
69.9K $2.35M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
125
+ 1.52%
$5.08K - $6.13K
8.36K $281K
Apr 25, 2023 Q1 2023
Humankind Investments LLC

BUY
 -
117
+ 1.5%
$4.76K - $5.73K
7.89K $265K
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
109
New
$4.43K - $5.34K
109 $3.66K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
99
+ 1.28%
$4.02K - $4.85K
7.84K $264K
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
92
+ 0.43%
$3.74K - $4.51K
21.4K $719K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
84
+ 0.64%
$3.41K - $4.12K
13.2K $445K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
70
+ 20.71%
$2.85K - $3.43K
408 $13.7K
May 10, 2023 Q1 2023
Td Asset Management Inc

BUY
 -
64
+ 0.34%
$2.6K - $3.14K
19.1K $643K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
64
New
$2.6K - $3.14K
64 $2.15K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
63
New
$2.56K - $3.09K
63 $2.12K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
61
+ 14.19%
$2.48K - $2.99K
491 $16.5K

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