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 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.6% |
$78.9 - $90.1
|
335
$13K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 50.0% |
$39.5 - $45
|
3
$116
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.7% |
$39.5 - $45
|
144
$5.58K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.92% |
$39.5 - $45
|
110
$4.27K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 1.41% |
$39.5 - $45
|
72
$2.79K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.01% |
$39.5 - $45
|
9.14K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.69% |
$39.5 - $45
|
60
$2.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$39.5 - $45
|
7.42K
$288K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.41% |
$39.5 - $45
|
244
$9.46K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$39.5 - $45
|
10K
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.45% |
$39.5 - $45
|
220
$8.53K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3- 0.05% |
$118 - $135
|
5.96K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 9.09% |
$158 - $180
|
40
$1.55K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 17.86% |
$197 - $225
|
23
$892
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 9.33% |
$276 - $315
|
68
$2.64K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 6.42% |
$276 - $315
|
102
$3.96K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8- 66.67% |
$316 - $360
|
4
$155
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 26.32% |
$395 - $450
|
28
$1.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 9.57% |
$434 - $495
|
104
$4.03K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-14- 0.05% |
$553 - $630
|
28.1K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 1.75% |
$710 - $811
|
1.01K
$39.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-23- 7.03% |
$908 - $1.04K
|
304
$11.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 0.94% |
$1.34K - $1.53K
|
3.59K
$139K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 66.07% |
$1.46K - $1.67K
|
19
$737
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 66.07% |
$1.46K - $1.67K
|
19
$737
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-47- 0.59% |
$1.86K - $2.12K
|
7.86K
$305K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-53- 0.41% |
$2.09K - $2.39K
|
12.8K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-57- 0.21% |
$2.25K - $2.57K
|
26.6K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-64- 0.33% |
$2.53K - $2.88K
|
19.1K
$740K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-88- 1.05% |
$3.47K - $3.96K
|
8.32K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-89- 0.94% |
$3.51K - $4.01K
|
9.41K
$365K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-100- 0.81% |
$3.95K - $4.5K
|
12.3K
$475K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 1.16% |
$3.95K - $4.5K
|
8.54K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-119- 9.33% |
$4.7K - $5.36K
|
1.16K
$44.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 0.12% |
$4.85K - $5.54K
|
100K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-125- 1.01% |
$4.93K - $5.63K
|
12.3K
$476K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-128- 1.52% |
$5.05K - $5.76K
|
8.28K
$321K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-131- 1.45% |
$5.17K - $5.9K
|
8.92K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-144- 2.44% |
$5.68K - $6.48K
|
5.75K
$223K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-150- 0.64% |
$5.92K - $6.75K
|
23.3K
$903K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-165- 68.75% |
$6.51K - $7.43K
|
75
$2.91K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-166- 3.32% |
$6.55K - $7.47K
|
4.84K
$188K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-205- 0.89% |
$8.09K - $9.23K
|
22.8K
$885K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-229- 1.93% |
$9.04K - $10.3K
|
11.6K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-248- 0.44% |
$9.79K - $11.2K
|
56.2K
$2.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-255- 1.14% |
$10.1K - $11.5K
|
22.2K
$860K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-270- 0.39% |
$10.7K - $12.2K
|
69.6K
$2.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-289- 0.58% |
$11.4K - $13K
|
49.3K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 4.81% |
$11.8K - $13.5K
|
5.93K
$230K
|