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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
58+ 54.72% |
$2.4K - $3.05K
|
164
$5.91K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
54+ 1.3% |
$2.24K - $2.84K
|
4.21K
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
48+ 15.34% |
$1.99K - $2.52K
|
361
$13K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
44New |
$1.82K - $2.31K
|
44
$1.59K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
41+ 0.63% |
$1.7K - $2.16K
|
6.58K
$237K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37+ 1.35% |
$1.53K - $1.95K
|
2.77K
$99.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
37New |
$1.53K - $1.95K
|
37
$1.33K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
37+ 1.35% |
$1.53K - $1.95K
|
2.77K
$99.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
31New |
$1.28K - $1.63K
|
31
$1.12K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30+ 0.33% |
$1.24K - $1.58K
|
9.05K
$326K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
29+ 0.49% |
$1.2K - $1.53K
|
5.96K
$215K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28New |
$1.16K - $1.47K
|
28
$1.01K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 173.33% |
$1.08K - $1.37K
|
41
$1.48K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$1.04K - $1.31K
|
25
$901
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 14.56% |
$953 - $1.21K
|
181
$6.52K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
20+ 74.07% |
$828 - $1.05K
|
47
$1.69K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.38% |
$787 - $999
|
5.06K
$182K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17New |
$704 - $894
|
17
$613
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15+ 0.3% |
$621 - $789
|
5.03K
$181K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.23% |
$580 - $736
|
6.1K
$220K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.1% |
$580 - $736
|
14.8K
$532K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.61% |
$580 - $736
|
2.32K
$83.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.13% |
$414 - $526
|
7.51K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$414 - $526
|
10
$360
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9New |
$373 - $473
|
9
$324
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.43% |
$331 - $421
|
1.86K
$67K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.01% |
$331 - $421
|
100K
$3.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.58% |
$290 - $368
|
1.22K
$44.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
7+ 0.09% |
$290 - $368
|
8.1K
$292K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
7New |
$290 - $368
|
7
$252
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$249 - $316
|
1.77K
$63.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$207 - $263
|
5.27K
$190K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.78% |
$166 - $210
|
517
$18.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.54% |
$166 - $210
|
744
$26.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.6% |
$166 - $210
|
669
$24.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.44% |
$82.8 - $105
|
461
$16.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.16% |
$82.8 - $105
|
1.26K
$45.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.71% |
$82.8 - $105
|
285
$10.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.53% |
$82.8 - $105
|
382
$13.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$41.4 - $52.6
|
9.04K
$326K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$41.4 - $52.6
|
10.8K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$41.4 - $52.6
|
1
$36
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$41.4 - $52.6
|
404
$14.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.9% |
$41.4 - $52.6
|
112
$4.04K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.09% |
$41.4 - $52.6
|
1.17K
$42K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.01% |
$82.8 - $105
|
14.6K
$527K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.1% |
$207 - $263
|
4.87K
$176K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-6- 1.74% |
$249 - $316
|
338
$12.2K
|