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 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6- 0.02% |
$244 - $294
|
27.7K
$931K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 21.88% |
$285 - $343
|
25
$840
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-7- 0.01% |
$285 - $343
|
108K
$3.62M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 21.82% |
$488 - $588
|
43
$1.44K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 58.33% |
$569 - $686
|
10
$336
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 1.77% |
$569 - $686
|
778
$26.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15- 0.17% |
$610 - $735
|
9.05K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-15- 1.75% |
$610 - $735
|
843
$28.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-17- 0.23% |
$691 - $833
|
7.45K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-17- 0.05% |
$691 - $833
|
31.7K
$1.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-18- 0.38% |
$732 - $882
|
4.78K
$160K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-21- 8.05% |
$854 - $1.03K
|
240
$8.06K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-22- 0.1% |
$894 - $1.08K
|
21.1K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23- 0.05% |
$935 - $1.13K
|
45.7K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-23- 0.25% |
$935 - $1.13K
|
9.08K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-32- 11.55% |
$1.3K - $1.57K
|
245
$8.23K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41- 0.13% |
$1.67K - $2.01K
|
32.1K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-50- 1.05% |
$2.03K - $2.45K
|
4.7K
$158K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 2.61% |
$2.03K - $2.45K
|
1.87K
$62.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54- 11.51% |
$2.2K - $2.65K
|
415
$13.9K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61- 0.77% |
$2.48K - $2.99K
|
7.89K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-70- 0.31% |
$2.85K - $3.43K
|
22.9K
$768K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 0.53% |
$3.41K - $4.12K
|
15.8K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-93- 2.57% |
$3.78K - $4.56K
|
3.52K
$118K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 10.26% |
$4.07K - $4.9K
|
875
$29.4K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-102- 0.4% |
$4.15K - $5K
|
25.4K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-103- 4.91% |
$4.19K - $5.05K
|
2K
$67K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-119- 5.56% |
$4.84K - $5.83K
|
2.02K
$67.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-120- 0.51% |
$4.88K - $5.88K
|
23.4K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 0.89% |
$5.28K - $6.37K
|
14.4K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-131- 1.35% |
$5.33K - $6.42K
|
9.59K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-155- 0.61% |
$6.3K - $7.6K
|
25.1K
$842K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-178- 49.44% |
$7.24K - $8.72K
|
182
$6.12K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-187- 1.72% |
$7.6K - $9.16K
|
10.7K
$358K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-191- 1.74% |
$7.76K - $9.36K
|
10.8K
$363K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-197- 0.9% |
$8.01K - $9.65K
|
21.7K
$730K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 7.32% |
$8.13K - $9.8K
|
2.53K
$85K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 7.32% |
$8.13K - $9.8K
|
2.53K
$85K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-218- 0.38% |
$8.86K - $10.7K
|
56.5K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250- 2.81% |
$10.2K - $12.3K
|
8.64K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-268- 5.08% |
$10.9K - $13.1K
|
5K
$168K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-271- 0.4% |
$11K - $13.3K
|
67.1K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-276- 2.18% |
$11.2K - $13.5K
|
12.4K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-297- 1.55% |
$12.1K - $14.6K
|
18.9K
$635K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-300- 3.73% |
$12.2K - $14.7K
|
7.74K
$260K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-300- 1.41% |
$12.2K - $14.7K
|
21K
$705K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-320- 16.84% |
$13K - $15.7K
|
1.58K
$53.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-326- 0.24% |
$13.3K - $16K
|
134K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-333- 5.85% |
$13.5K - $16.3K
|
5.36K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-333- 3.93% |
$13.5K - $16.3K
|
8.15K
$274K
|