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 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
59New |
$2.4K - $2.89K
|
59
$1.98K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
58+ 0.74% |
$2.36K - $2.84K
|
7.91K
$266K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
55+ 0.93% |
$2.24K - $2.7K
|
5.97K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
55+ 0.49% |
$2.24K - $2.7K
|
11.3K
$380K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48+ 0.19% |
$1.95K - $2.35K
|
25.8K
$868K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 43.81% |
$1.87K - $2.25K
|
151
$5.07K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 366.67% |
$1.79K - $2.16K
|
56
$1.88K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
43+ 0.6% |
$1.75K - $2.11K
|
7.2K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
43+ 0.08% |
$1.75K - $2.11K
|
51K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
41+ 1.56% |
$1.67K - $2.01K
|
2.67K
$89.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39+ 0.59% |
$1.59K - $1.91K
|
6.68K
$224K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
37+ 0.57% |
$1.5K - $1.81K
|
6.52K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 1.88% |
$1.34K - $1.62K
|
1.78K
$59.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 0.68% |
$1.22K - $1.47K
|
4.44K
$149K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21+ 52.5% |
$854 - $1.03K
|
61
$2.05K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.44% |
$854 - $1.03K
|
4.79K
$161K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15+ 0.14% |
$610 - $735
|
10.6K
$356K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$569 - $686
|
8.39K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13+ 0.09% |
$528 - $637
|
14.9K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.05% |
$528 - $637
|
28.3K
$952K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12New |
$488 - $588
|
12
$403
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
12+ 0.18% |
$488 - $588
|
6.54K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 10.58% |
$447 - $539
|
115
$3.86K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 0.35% |
$447 - $539
|
3.14K
$105K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 35.71% |
$407 - $490
|
38
$1.28K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$407 - $490
|
10
$336
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.45% |
$325 - $392
|
1.79K
$60.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 0.69% |
$285 - $343
|
1.03K
$34.5K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4+ 0.05% |
$163 - $196
|
7.58K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 12.0% |
$122 - $147
|
28
$941
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.69% |
$81.3 - $98
|
290
$9.74K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.6% |
$81.3 - $98
|
333
$11.2K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.62% |
$81.3 - $98
|
324
$10.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.16% |
$81.3 - $98
|
1.25K
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.04% |
$40.7 - $49
|
2.4K
$80.8K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$40.7 - $49
|
407
$13.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.7% |
$40.7 - $49
|
143
$4.8K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.45% |
$40.7 - $49
|
221
$7.43K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$40.7 - $49
|
1
$33.6
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$40.7 - $49
|
10.8K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.01% |
$40.7 - $49
|
7.33K
$246K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$40.7 - $49
|
4.83K
$162K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$40.7 - $49
|
2
$67.2
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.34% |
$40.7 - $49
|
297
$9.98K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$122 - $147
|
10K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.89% |
$122 - $147
|
333
$11.2K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 8.33% |
$163 - $196
|
44
$1.48K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.85% |
$163 - $196
|
469
$15.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 5.22% |
$244 - $294
|
109
$3.66K
|