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 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
310+ 5.78% |
$12.2K - $14K
|
5.67K
$220K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
301New |
$11.9K - $13.6K
|
301
$11.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
292+ 0.43% |
$11.5K - $13.1K
|
68.9K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
272+ 15.77% |
$10.7K - $12.2K
|
2K
$77.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
252+ 0.21% |
$9.95K - $11.3K
|
120K
$4.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
199+ 0.62% |
$7.85K - $8.96K
|
32.3K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
196+ 0.71% |
$7.74K - $8.83K
|
27.8K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
191New |
$7.54K - $8.6K
|
191
$7.41K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
180+ 9.19% |
$7.1K - $8.11K
|
2.14K
$83K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
173+ 2.96% |
$6.83K - $7.79K
|
6.02K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
161+ 1.68% |
$6.35K - $7.25K
|
9.75K
$378K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
133+ 1.24% |
$5.25K - $5.99K
|
10.8K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
109New |
$4.3K - $4.91K
|
109
$4.23K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
92+ 920.0% |
$3.63K - $4.14K
|
102
$3.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
92+ 1.4% |
$3.63K - $4.14K
|
6.64K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
88+ 0.59% |
$3.47K - $3.96K
|
14.9K
$577K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76+ 0.15% |
$3K - $3.42K
|
51.1K
$1.98M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
64+ 0.57% |
$2.53K - $2.88K
|
11.4K
$441K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 17.24% |
$1.97K - $2.25K
|
340
$13.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$1.97K - $2.25K
|
50
$1.94K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 6.3% |
$1.93K - $2.21K
|
827
$32.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
47+ 0.65% |
$1.86K - $2.12K
|
7.25K
$281K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
46+ 0.25% |
$1.82K - $2.07K
|
18.7K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
46+ 0.08% |
$1.82K - $2.07K
|
57.2K
$2.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43+ 0.29% |
$1.7K - $1.94K
|
15K
$583K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
43+ 0.64% |
$1.7K - $1.94K
|
6.72K
$261K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
42New |
$1.66K - $1.89K
|
42
$1.63K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
40+ 0.28% |
$1.58K - $1.8K
|
14.5K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
36+ 0.23% |
$1.42K - $1.62K
|
15.5K
$601K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 0.72% |
$1.26K - $1.44K
|
4.47K
$173K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$1.07K - $1.22K
|
27
$1.05K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 8.11% |
$1.07K - $1.22K
|
360
$14K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
24New |
$947 - $1.08K
|
24
$931
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 5.54% |
$908 - $1.04K
|
438
$17K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 0.09% |
$868 - $991
|
25.3K
$980K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
21+ 0.33% |
$829 - $946
|
6.34K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15+ 0.71% |
$592 - $675
|
2.13K
$82.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 56.0% |
$553 - $630
|
39
$1.51K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
12+ 0.18% |
$474 - $540
|
6.55K
$254K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11New |
$434 - $495
|
11
$427
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$276 - $315
|
1.79K
$69.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.28% |
$276 - $315
|
2.52K
$97.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$276 - $315
|
1.79K
$69.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 60.0% |
$237 - $270
|
16
$620
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.07% |
$197 - $225
|
7.58K
$294K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3+ 0.03% |
$118 - $135
|
9.08K
$352K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.64% |
$118 - $135
|
472
$18.3K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.93% |
$118 - $135
|
327
$12.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
3+ 0.03% |
$118 - $135
|
11.7K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.08% |
$78.9 - $90.1
|
2.41K
$93.3K
|