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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-349- 1.26% |
$14.2K - $17.1K
|
27.3K
$918K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-369- 5.92% |
$15K - $18.1K
|
5.86K
$197K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-372- 86.92% |
$15.1K - $18.2K
|
56
$1.88K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-374- 2.36% |
$15.2K - $18.3K
|
15.5K
$519K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-382- 1.91% |
$15.5K - $18.7K
|
19.6K
$658K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-383- 1.68% |
$15.6K - $18.8K
|
22.4K
$751K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-397- 0.89% |
$16.1K - $19.5K
|
44.2K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-441- 17.25% |
$17.9K - $21.6K
|
2.12K
$71.1K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-450- 5.72% |
$18.3K - $22.1K
|
7.42K
$249K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-460Closed |
$18.7K - $22.5K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-464- 88.72% |
$18.9K - $22.7K
|
59
$1.98K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-476- 19.25% |
$19.3K - $23.3K
|
2K
$67.1K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 5.86% |
$19.6K - $23.6K
|
7.72K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-488- 63.46% |
$19.8K - $23.9K
|
281
$9.44K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-500- 5.68% |
$20.3K - $24.5K
|
8.3K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.82% |
$20.3K - $24.5K
|
60.3K
$2.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-500- 5.73% |
$20.3K - $24.5K
|
8.23K
$276K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 6.04% |
$20.3K - $24.5K
|
7.77K
$261K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-519- 95.23% |
$21.1K - $25.4K
|
26
$874
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-522- 69.6% |
$21.2K - $25.6K
|
228
$7.66K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-525- 1.57% |
$21.3K - $25.7K
|
32.9K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-525- 1.41% |
$21.3K - $25.7K
|
36.8K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-539- 23.84% |
$21.9K - $26.4K
|
1.72K
$57.9K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-545- 1.9% |
$22.2K - $26.7K
|
28.1K
$945K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-546- 6.47% |
$22.2K - $26.8K
|
7.89K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-550- 7.45% |
$22.4K - $27K
|
6.84K
$230K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-565- 1.58% |
$23K - $27.7K
|
35.3K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-571- 2.64% |
$23.2K - $28K
|
21K
$707K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-585- 0.65% |
$23.8K - $28.7K
|
89.8K
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-599- 2.59% |
$24.3K - $29.4K
|
22.5K
$757K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.94% |
$24.4K - $29.4K
|
63.3K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-629- 1.53% |
$25.6K - $30.8K
|
40.4K
$1.36M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-638- 60.99% |
$25.9K - $31.3K
|
408
$13.7K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-644- 7.87% |
$26.2K - $31.6K
|
7.54K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-650- 5.44% |
$26.4K - $31.9K
|
11.3K
$379K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-659- 28.85% |
$26.8K - $32.3K
|
1.63K
$54.6K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-676- 0.73% |
$27.5K - $33.1K
|
91.8K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-698- 11.48% |
$28.4K - $34.2K
|
5.38K
$181K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-705- 28.32% |
$28.7K - $34.5K
|
1.78K
$59.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-714- 0.42% |
$29K - $35K
|
171K
$5.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-748- 0.76% |
$30.4K - $36.7K
|
97.8K
$3.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-789- 0.78% |
$32.1K - $38.7K
|
101K
$3.38M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-790- 0.64% |
$32.1K - $38.7K
|
123K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-793- 5.12% |
$32.2K - $38.9K
|
14.7K
$494K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-808- 1.02% |
$32.8K - $39.6K
|
78.4K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-810- 0.86% |
$32.9K - $39.7K
|
93.1K
$3.13M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-907- 2.09% |
$36.9K - $44.4K
|
42.4K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1K- 8.56% |
$40.7K - $49K
|
10.7K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1K- 5.76% |
$40.7K - $49K
|
16.4K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 7.65% |
$40.7K - $49K
|
12.1K
$406K
|