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 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.17K- 11.42% |
$47.6K - $57.4K
|
9.09K
$305K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.24K- 17.46% |
$50.2K - $60.6K
|
5.84K
$196K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.3K- 12.45% |
$52.8K - $63.7K
|
9.14K
$307K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 0.69% |
$52.8K - $63.7K
|
186K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.32K- 4.72% |
$53.7K - $64.7K
|
26.6K
$895K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.33K- 1.66% |
$53.9K - $64.9K
|
78.4K
$2.63M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.33K- 17.33% |
$53.9K - $64.9K
|
6.32K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.5K- 64.85% |
$61K - $73.5K
|
813
$27.3K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.5K- 7.28% |
$61.1K - $73.6K
|
19.1K
$643K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 2.39% |
$61.6K - $74.2K
|
61.9K
$2.08M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.65K- 1.74% |
$67.1K - $80.9K
|
93.5K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.66K- 1.29% |
$67.6K - $81.5K
|
127K
$4.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.68K- 2.33% |
$68.2K - $82.2K
|
70.2K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.69K- 4.65% |
$68.7K - $82.9K
|
34.7K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 7.89% |
$71.2K - $85.8K
|
20.4K
$687K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.76K- 15.13% |
$71.5K - $86.1K
|
9.86K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.76K- 0.08% |
$71.6K - $86.3K
|
2.3M
$77.3M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.8K- 46.98% |
$73.3K - $88.3K
|
2.03K
$68.3K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.94K- 3.53% |
$78.7K - $94.9K
|
52.9K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.18K- 10.43% |
$88.6K - $107K
|
18.7K
$629K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 84.52% |
$90.1K - $109K
|
406
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.23K- 1.15% |
$90.5K - $109K
|
192K
$6.46M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.23K- 24.97% |
$90.6K - $109K
|
6.7K
$225K
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.3K- 15.67% |
$93.7K - $113K
|
12.4K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.43K- 3.42% |
$98.8K - $119K
|
68.6K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 60.01% |
$102K - $123K
|
1.67K
$56K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.53K- 29.11% |
$103K - $124K
|
6.16K
$207K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.55K- 9.87% |
$104K - $125K
|
23.3K
$783K
|
|
|
May 11, 2023
Q1 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-2.6K- 1.56% |
$105K - $127K
|
163K
$5.48M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-2.61K- 12.8% |
$106K - $128K
|
17.8K
$597K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.63K- 1.31% |
$107K - $129K
|
198K
$6.66M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.68K- 2.58% |
$109K - $131K
|
101K
$3.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-2.71K- 18.85% |
$110K - $133K
|
11.6K
$391K
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.72K- 0.76% |
$111K - $133K
|
356K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.77K- 32.7% |
$113K - $136K
|
5.7K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 5.84% |
$115K - $139K
|
45.7K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.98K- 11.24% |
$121K - $146K
|
23.5K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.02K- 2.14% |
$123K - $148K
|
138K
$4.64M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.1K- 0.65% |
$126K - $152K
|
472K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-3.17K- 1.72% |
$129K - $155K
|
181K
$6.09M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.34K- 29.11% |
$136K - $164K
|
8.14K
$274K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.45K- 0.93% |
$140K - $169K
|
368K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.48K- 1.73% |
$142K - $171K
|
198K
$6.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-3.64K- 8.0% |
$148K - $178K
|
41.8K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.67K- 34.76% |
$149K - $180K
|
6.88K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.74K- 5.14% |
$152K - $183K
|
69.1K
$2.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.82K- 3.44% |
$155K - $187K
|
107K
$3.6M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-3.82K- 34.12% |
$155K - $187K
|
7.37K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.84K- 39.74% |
$156K - $188K
|
5.83K
$196K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.88K- 16.21% |
$158K - $190K
|
20K
$673K
|