Purchases and Sales Made in Q2 2022 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
417+ 1.68% |
$17.3K - $21.9K
|
25.3K
$910K
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
410+ 6.34% |
$17K - $21.6K
|
6.88K
$248K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
393+ 22.92% |
$16.3K - $20.7K
|
2.11K
$76K
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
386+ 2.7% |
$16K - $20.3K
|
14.7K
$530K
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
383+ 0.25% |
$15.9K - $20.1K
|
155K
$5.6M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
381+ 1.71% |
$15.8K - $20K
|
22.6K
$815K
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
370+ 0.87% |
$15.3K - $19.5K
|
43K
$1.55M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
358+ 5.5% |
$14.8K - $18.8K
|
6.86K
$247K
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
353+ 1.71% |
$14.6K - $18.6K
|
21K
$756K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
352New |
$14.6K - $18.5K
|
352
$12.7K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
340+ 0.89% |
$14.1K - $17.9K
|
38.5K
$1.39M
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
322+ 0.5% |
$13.3K - $16.9K
|
65.2K
$2.35M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
319New |
$13.2K - $16.8K
|
319
$11.5K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
314+ 4.0% |
$13K - $16.5K
|
8.16K
$294K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
310New |
$12.8K - $16.3K
|
310
$11.2K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
305+ 0.47% |
$12.6K - $16K
|
65.4K
$2.36M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300+ 42.86% |
$12.4K - $15.8K
|
1K
$36K
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.5% |
$12.4K - $15.8K
|
60.5K
$2.18M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
289+ 4.42% |
$12K - $15.2K
|
6.83K
$246K
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
243+ 1.57% |
$10.1K - $12.8K
|
15.7K
$567K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
236+ 1180.0% |
$9.78K - $12.4K
|
256
$9.23K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
206+ 3.44% |
$8.53K - $10.8K
|
6.2K
$223K
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.34% |
$8.28K - $10.5K
|
58.6K
$2.11M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200+ 32.05% |
$8.28K - $10.5K
|
824
$29.7K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
182+ 97.85% |
$7.54K - $9.57K
|
368
$13.3K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
178+ 2.02% |
$7.37K - $9.36K
|
8.99K
$324K
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
177+ 0.26% |
$7.33K - $9.31K
|
67K
$2.42M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
176+ 1.51% |
$7.29K - $9.26K
|
11.9K
$428K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
172+ 2.7% |
$7.12K - $9.05K
|
6.55K
$236K
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
168+ 0.76% |
$6.96K - $8.84K
|
22.4K
$806K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
150New |
$6.21K - $7.89K
|
150
$5.41K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
146New |
$6.05K - $7.68K
|
146
$5.26K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
139+ 1.67% |
$5.76K - $7.31K
|
8.44K
$304K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
138New |
$5.72K - $7.26K
|
138
$4.97K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
136New |
$5.63K - $7.15K
|
136
$4.9K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
135New |
$5.59K - $7.1K
|
135
$4.87K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
134+ 3.1% |
$5.55K - $7.05K
|
4.46K
$161K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
126+ 0.44% |
$5.22K - $6.63K
|
29K
$1.04M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
125+ 0.93% |
$5.18K - $6.57K
|
13.5K
$487K
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
118+ 2.52% |
$4.89K - $6.21K
|
4.81K
$173K
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
115+ 0.15% |
$4.76K - $6.05K
|
74.8K
$2.7M
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
115New |
$4.76K - $6.05K
|
115
$4.14K
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.14K - $5.26K
|
100
$3.6K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
100+ 2.05% |
$4.14K - $5.26K
|
4.97K
$179K
|
|
Jul 26, 2022
Q2 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
96+ 0.5% |
$3.98K - $5.05K
|
19.4K
$699K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
96+ 1.5% |
$3.98K - $5.05K
|
6.51K
$235K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
82+ 0.92% |
$3.4K - $4.31K
|
9.03K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
73+ 0.9% |
$3.02K - $3.84K
|
8.15K
$294K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.45% |
$2.78K - $3.52K
|
14.9K
$536K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
66New |
$2.73K - $3.47K
|
66
$2.38K
|