Purchases and Sales Made in Q2 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.65K+ 38.46% |
$104K - $119K
|
9.53K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2K+ 1.71% |
$78.9K - $90.1K
|
119K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.99K+ 226.97% |
$78.4K - $89.4K
|
2.86K
$102K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.91KNew |
$75.5K - $86.2K
|
1.91K
$67.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.91K+ 3.6% |
$75.2K - $85.8K
|
54.8K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 2.83% |
$75K - $85.6K
|
69K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.8KNew |
$71K - $81.1K
|
1.8K
$63.9K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$70.8K - $80.8K
|
1.8K
$63.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.56K+ 0.44% |
$61.5K - $70.2K
|
357K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.47K+ 0.93% |
$57.8K - $66K
|
159K
$5.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.32K+ 13.94% |
$51.9K - $59.2K
|
10.7K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.27K+ 5.6% |
$50.2K - $57.3K
|
24K
$851K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.2K+ 18.43% |
$47.4K - $54.1K
|
7.72K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.13K+ 18.4% |
$44.8K - $51.1K
|
7.3K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.13K+ 0.82% |
$44.6K - $50.8K
|
139K
$4.94M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.12KNew |
$44K - $50.2K
|
1.12K
$39.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.11K+ 46.43% |
$43.7K - $49.8K
|
3.49K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.05K+ 10.06% |
$41.5K - $47.4K
|
11.5K
$408K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
939+ 3.01% |
$37.1K - $42.3K
|
32.1K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
909New |
$35.9K - $40.9K
|
909
$32.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
885+ 2.9% |
$34.9K - $39.9K
|
31.4K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
832+ 1.75% |
$32.8K - $37.5K
|
48.5K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
831+ 1.82% |
$32.8K - $37.4K
|
46.5K
$1.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
807+ 0.6% |
$31.9K - $36.3K
|
135K
$4.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
802+ 12.46% |
$31.7K - $36.1K
|
7.24K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
781+ 1.37% |
$30.8K - $35.2K
|
57.7K
$2.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
763+ 2.95% |
$30.1K - $34.4K
|
26.6K
$944K
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
712+ 4.01% |
$28.1K - $32.1K
|
18.5K
$655K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
679+ 4.11% |
$26.8K - $30.6K
|
17.2K
$610K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
671+ 33.63% |
$26.5K - $30.2K
|
2.67K
$94.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 1.46% |
$23.7K - $27K
|
41.7K
$1.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
565+ 28.29% |
$22.3K - $25.4K
|
2.56K
$90.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
560+ 1.11% |
$22.1K - $25.2K
|
51.2K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
551+ 2.76% |
$21.7K - $24.8K
|
20.5K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
513+ 0.97% |
$20.2K - $23.1K
|
53.5K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
488+ 0.65% |
$19.3K - $22K
|
75.7K
$2.69M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
460New |
$18.2K - $20.7K
|
460
$16.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
457+ 112.56% |
$18K - $20.6K
|
863
$30.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
453+ 300.0% |
$17.9K - $20.4K
|
604
$21.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
451+ 160.5% |
$17.8K - $20.3K
|
732
$26K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
429+ 1.88% |
$16.9K - $19.3K
|
23.3K
$826K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
425+ 3.49% |
$16.8K - $19.1K
|
12.6K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
390+ 19.17% |
$15.4K - $17.6K
|
2.42K
$86K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
370+ 1.34% |
$14.6K - $16.7K
|
28K
$993K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
366+ 10.39% |
$14.4K - $16.5K
|
3.89K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
351+ 1.6% |
$13.9K - $15.8K
|
22.3K
$792K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
316+ 1.12% |
$12.5K - $14.2K
|
28.6K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
312New |
$12.3K - $14K
|
312
$11.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
310+ 5.78% |
$12.2K - $14K
|
5.67K
$201K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
301New |
$11.9K - $13.6K
|
301
$10.7K
|