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 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.33K- 13.48% |
$52.5K - $59.8K
|
8.53K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.4K- 9.86% |
$55.3K - $63K
|
12.8K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.42K- 3.52% |
$56.1K - $64K
|
39K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.44K- 21.54% |
$57K - $65K
|
5.26K
$186K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.62K- 2.07% |
$64.1K - $73.1K
|
76.7K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.75K- 13.27% |
$69.1K - $78.8K
|
11.4K
$406K
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.83K- 0.51% |
$72.2K - $82.3K
|
354K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.89K- 23.85% |
$74.8K - $85.3K
|
6.05K
$215K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.92K- 23.58% |
$75.9K - $86.5K
|
6.23K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.92K- 25.81% |
$75.9K - $86.6K
|
5.53K
$196K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.96K- 8.81% |
$77.3K - $88.2K
|
20.3K
$719K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.99K- 1.36% |
$78.5K - $89.6K
|
144K
$5.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.01K- 6.36% |
$79.5K - $90.6K
|
29.6K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.14K- 17.53% |
$84.3K - $96.2K
|
10K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.15K- 8.57% |
$84.7K - $96.7K
|
22.9K
$813K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.19K- 1.73% |
$86.5K - $98.7K
|
125K
$4.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-2.28K- 5.67% |
$90.1K - $103K
|
38K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.31K- 1.08% |
$91.2K - $104K
|
212K
$7.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.6K- 30.95% |
$103K - $117K
|
5.81K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 0.96% |
$103K - $117K
|
268K
$9.52M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 32.73% |
$120K - $137K
|
6.26K
$222K
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.07K- 9.33% |
$121K - $138K
|
29.8K
$1.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-3.11K- 4.22% |
$123K - $140K
|
70.4K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.2K- 2.53% |
$126K - $144K
|
123K
$4.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-3.23K- 13.36% |
$128K - $146K
|
21K
$744K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.26K- 3.33% |
$129K - $147K
|
94.5K
$3.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.26K- 2.65% |
$129K - $147K
|
120K
$4.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.29K- 52.92% |
$130K - $148K
|
2.92K
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.37K- 66.77% |
$133K - $152K
|
1.68K
$59.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.56K- 7.78% |
$140K - $160K
|
42.1K
$1.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.64K- 15.77% |
$144K - $164K
|
19.4K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-3.7K- 4.63% |
$146K - $167K
|
76.3K
$2.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.79K- 4.24% |
$150K - $171K
|
85.6K
$3.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-3.89K- 0.38% |
$153K - $175K
|
1.02M
$36.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.9K- 5.39% |
$154K - $176K
|
68.5K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.92K- 20.38% |
$155K - $176K
|
15.3K
$543K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.99K- 14.6% |
$158K - $180K
|
23.3K
$828K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.55K- 46.33% |
$180K - $205K
|
5.27K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.73K- 2.9% |
$187K - $213K
|
158K
$5.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.07K- 10.28% |
$200K - $228K
|
44.3K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.13K- 4.4% |
$203K - $231K
|
111K
$3.96M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.13K- 4.4% |
$203K - $231K
|
111K
$3.96M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.28K- 25.13% |
$208K - $238K
|
15.7K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.32K- 1.44% |
$210K - $239K
|
363K
$12.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.4K- 56.73% |
$213K - $243K
|
4.12K
$146K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.43K- 21.88% |
$214K - $244K
|
19.4K
$688K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.95K- 4.05% |
$235K - $268K
|
141K
$4.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.2K- 3.28% |
$245K - $279K
|
183K
$6.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.24K- 5.56% |
$246K - $281K
|
106K
$3.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.61K- 49.59% |
$261K - $298K
|
6.72K
$238K
|