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 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-369- 5.01% |
$15.3K - $19.4K
|
7K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-372- 2.22% |
$15.4K - $19.6K
|
16.4K
$590K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375- 71.43% |
$15.5K - $19.7K
|
150
$5.41K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-382- 32.48% |
$15.8K - $20.1K
|
794
$28.6K
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-402Closed |
$16.7K - $21.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-415- 7.9% |
$17.2K - $21.8K
|
4.84K
$174K
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-416- 1.13% |
$17.2K - $21.9K
|
36.5K
$1.31M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-416Closed |
$17.2K - $21.9K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-429- 1.4% |
$17.8K - $22.6K
|
30.2K
$1.09M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-445- 4.49% |
$18.4K - $23.4K
|
9.47K
$341K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-445- 12.41% |
$18.4K - $23.4K
|
3.14K
$113K
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
SELL
|
- |
-457- 8.11% |
$18.9K - $24K
|
5.18K
$187K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-481- 5.62% |
$19.9K - $25.3K
|
8.09K
$291K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-493- 32.35% |
$20.4K - $25.9K
|
1.03K
$37.2K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-499- 7.46% |
$20.7K - $26.2K
|
6.19K
$223K
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 17.86% |
$20.7K - $26.3K
|
2.3K
$82.9K
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-500- 9.09% |
$20.7K - $26.3K
|
5K
$180K
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-500- 1.58% |
$20.7K - $26.3K
|
31.1K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-506- 1.86% |
$21K - $26.6K
|
26.8K
$965K
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-514- 0.54% |
$21.3K - $27K
|
95.4K
$3.44M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-561- 1.37% |
$23.2K - $29.5K
|
40.5K
$1.46M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-562- 2.41% |
$23.3K - $29.6K
|
22.7K
$819K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-590Closed |
$24.4K - $31K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-600- 10.34% |
$24.9K - $31.6K
|
5.2K
$187K
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-617- 1.97% |
$25.6K - $32.4K
|
30.8K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-629- 1.63% |
$26.1K - $33.1K
|
38.1K
$1.37M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-663- 5.72% |
$27.5K - $34.9K
|
10.9K
$394K
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-704- 6.82% |
$29.2K - $37K
|
9.62K
$347K
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-709- 2.65% |
$29.4K - $37.3K
|
26K
$938K
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-711- 7.55% |
$29.4K - $37.4K
|
8.71K
$314K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-750Closed |
$31.1K - $39.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-761Closed |
$31.5K - $40K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$33.1K - $42.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-800- 3.93% |
$33.1K - $42.1K
|
19.6K
$705K
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-813- 4.17% |
$33.7K - $42.8K
|
18.7K
$673K
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-874- 1.93% |
$36.2K - $46K
|
44.4K
$1.6M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-907- 1.59% |
$37.6K - $47.7K
|
56.1K
$2.02M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-976- 9.19% |
$40.4K - $51.3K
|
9.65K
$348K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$41.4K - $52.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.11K- 86.01% |
$46.1K - $58.5K
|
181
$6.52K
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
SELL
|
- |
-1.16KClosed |
$48.1K - $61.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-1.19K- 9.92% |
$49.3K - $62.6K
|
10.8K
$389K
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.2K- 2.06% |
$49.5K - $62.9K
|
56.8K
$2.05M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 48.34% |
$50.8K - $64.5K
|
1.31K
$47.2K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.3K- 12.1% |
$54K - $68.6K
|
9.47K
$341K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.32K- 1.7% |
$54.5K - $69.2K
|
76.1K
$2.74M
|
|
Feb 14, 2024
Q2 2022
|
Kbc Group Nv
|
SELL
|
- |
-1.32K- 6.74% |
$54.6K - $69.3K
|
18.2K
$657K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33K- 97.08% |
$55.2K - $70K
|
40
$1.44K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.36K- 28.67% |
$56.5K - $71.7K
|
3.39K
$122K
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 43.64% |
$57.1K - $72.5K
|
1.78K
$64.2K
|