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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-338- 0.76% |
$13.3K - $15.2K
|
43.9K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-345- 6.05% |
$13.6K - $15.5K
|
5.36K
$188K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-345- 6.05% |
$13.6K - $15.5K
|
5.36K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-360- 21.11% |
$14.2K - $16.2K
|
1.35K
$47.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-364- 3.37% |
$14.4K - $16.4K
|
10.4K
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-378- 3.69% |
$14.9K - $17K
|
9.87K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-394- 6.72% |
$15.6K - $17.7K
|
5.47K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-400- 1.09% |
$15.8K - $18K
|
36.4K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-428- 5.8% |
$16.9K - $19.3K
|
6.95K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-441- 2.16% |
$17.4K - $19.9K
|
20K
$703K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-449- 5.69% |
$17.7K - $20.2K
|
7.44K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-463- 1.06% |
$18.3K - $20.8K
|
43.1K
$1.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-482- 2.07% |
$19K - $21.7K
|
22.8K
$802K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-520- 6.99% |
$20.5K - $23.4K
|
6.92K
$243K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-523- 19.61% |
$20.6K - $23.6K
|
2.14K
$75.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-536- 32.98% |
$21.2K - $24.1K
|
1.09K
$38.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-562- 4.03% |
$22.2K - $25.3K
|
13.4K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-568- 3.89% |
$22.4K - $25.6K
|
14K
$494K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-581- 1.25% |
$22.9K - $26.2K
|
45.8K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-582- 2.6% |
$23K - $26.2K
|
21.8K
$765K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-596- 0.56% |
$23.5K - $26.8K
|
106K
$3.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-626- 0.5% |
$24.7K - $28.2K
|
124K
$4.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-647- 7.9% |
$25.5K - $29.1K
|
7.55K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-666- 4.08% |
$26.3K - $30K
|
15.7K
$551K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-675- 0.63% |
$26.6K - $30.4K
|
107K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-699- 1.98% |
$27.6K - $31.5K
|
34.6K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-700- 2.28% |
$27.6K - $31.5K
|
30K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-700- 8.71% |
$27.6K - $31.5K
|
7.34K
$258K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-707- 3.74% |
$27.9K - $31.8K
|
18.2K
$640K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-713- 0.37% |
$28.1K - $32.1K
|
192K
$6.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-728- 3.8% |
$28.7K - $32.8K
|
18.4K
$648K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-745- 3.91% |
$29.4K - $33.5K
|
18.3K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-760- 3.09% |
$30K - $34.2K
|
23.9K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-800- 0.16% |
$31.6K - $36K
|
504K
$17.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-812- 24.14% |
$32K - $36.6K
|
2.55K
$89.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-822- 0.9% |
$32.4K - $37K
|
91K
$3.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-855- 12.73% |
$33.7K - $38.5K
|
5.86K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-875- 11.26% |
$34.5K - $39.4K
|
6.9K
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-921- 4.38% |
$36.4K - $41.5K
|
20.1K
$708K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-932- 14.53% |
$36.8K - $42K
|
5.48K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-960- 2.77% |
$37.9K - $43.2K
|
33.7K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-968- 1.64% |
$38.2K - $43.6K
|
58.2K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-972- 9.0% |
$38.4K - $43.8K
|
9.83K
$346K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.66% |
$39.5K - $45K
|
59.3K
$2.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1K- 15.02% |
$39.5K - $45.1K
|
5.67K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 8.19% |
$40.6K - $46.3K
|
11.5K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.04K- 3.75% |
$40.9K - $46.6K
|
26.6K
$935K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 0.64% |
$47.4K - $54K
|
185K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 2.03% |
$49.6K - $56.6K
|
60.6K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.3K- 0.66% |
$51.3K - $58.5K
|
197K
$6.92M
|