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 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-6- 1.74% |
$249 - $316
|
338
$13.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 3.76% |
$290 - $368
|
179
$7.32K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.06% |
$373 - $473
|
14.9K
$609K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-10Closed |
$414 - $526
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-11- 0.04% |
$456 - $578
|
31.4K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15- 0.23% |
$621 - $789
|
6.48K
$265K
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-15- 0.11% |
$621 - $789
|
13.1K
$537K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 14.17% |
$704 - $894
|
103
$4.21K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19- 65.52% |
$787 - $999
|
10
$409
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19Closed |
$787 - $999
|
0
$0
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-20- 3.7% |
$828 - $1.05K
|
520
$21.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24Closed |
$994 - $1.26K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-29- 30.53% |
$1.2K - $1.53K
|
66
$2.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-34- 0.39% |
$1.41K - $1.79K
|
8.79K
$360K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 58.33% |
$1.45K - $1.84K
|
25
$1.02K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-38- 8.84% |
$1.57K - $2K
|
392
$16K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-43Closed |
$1.78K - $2.26K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$1.82K - $2.31K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-46- 0.21% |
$1.91K - $2.42K
|
21.8K
$892K
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-63Closed |
$2.61K - $3.31K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-85Closed |
$3.52K - $4.47K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-100- 0.46% |
$4.14K - $5.26K
|
21.7K
$888K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-107- 17.09% |
$4.43K - $5.63K
|
519
$21.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 6.72% |
$4.43K - $5.63K
|
1.49K
$60.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-144- 5.78% |
$5.96K - $7.57K
|
2.35K
$96.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-146- 0.18% |
$6.05K - $7.68K
|
78.8K
$3.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-157- 0.08% |
$6.5K - $8.26K
|
200K
$8.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-192- 0.28% |
$7.95K - $10.1K
|
67.4K
$2.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-196- 59.21% |
$8.12K - $10.3K
|
135
$5.52K
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-205- 3.35% |
$8.49K - $10.8K
|
5.91K
$242K
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-208- 2.69% |
$8.62K - $10.9K
|
7.52K
$308K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-212Closed |
$8.78K - $11.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-237Closed |
$9.82K - $12.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244Closed |
$10.1K - $12.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-247Closed |
$10.2K - $13K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-250- 2.63% |
$10.4K - $13.1K
|
9.26K
$379K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-251- 2.51% |
$10.4K - $13.2K
|
9.76K
$399K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-263- 4.41% |
$10.9K - $13.8K
|
5.7K
$233K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-268Closed |
$11.1K - $14.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-272- 1.84% |
$11.3K - $14.3K
|
14.5K
$595K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-276Closed |
$11.4K - $14.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-279- 0.91% |
$11.6K - $14.7K
|
30.3K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-291- 0.98% |
$12.1K - $15.3K
|
29.5K
$1.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-294- 1.3% |
$12.2K - $15.5K
|
22.3K
$911K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-300- 6.15% |
$12.4K - $15.8K
|
4.58K
$187K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-301- 6.08% |
$12.5K - $15.8K
|
4.65K
$190K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-304- 3.21% |
$12.6K - $16K
|
9.17K
$375K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-309- 0.55% |
$12.8K - $16.3K
|
56.1K
$2.29M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-319- 11.35% |
$13.2K - $16.8K
|
2.49K
$102K
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-350- 2.15% |
$14.5K - $18.4K
|
15.9K
$650K
|