Purchases and Sales Made in Q3 2021 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
7.01K+ 18.37% |
$323K - $359K
|
45.2K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.83K+ 8.88% |
$314K - $349K
|
83.7K
$3.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.82K+ 98.98% |
$314K - $349K
|
13.7K
$532K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.5K+ 7.76% |
$299K - $332K
|
90.2K
$3.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
6.24K+ 0.5% |
$288K - $319K
|
1.24M
$48.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.2K+ 7.69% |
$286K - $317K
|
86.9K
$3.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
5.78K+ 3.15% |
$266K - $296K
|
189K
$7.34M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
5.68KNew |
$262K - $291K
|
5.68K
$220K
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.39KNew |
$248K - $276K
|
5.39K
$209K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.39K+ 55.43% |
$248K - $276K
|
15.1K
$586K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.25KNew |
$242K - $269K
|
5.25K
$204K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.13K+ 29.09% |
$237K - $263K
|
22.8K
$884K
|
|
|
Nov 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
5.12KNew |
$236K - $262K
|
5.12K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.11K+ 13.18% |
$236K - $262K
|
43.9K
$1.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.04KNew |
$232K - $258K
|
5.04K
$196K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.99K+ 0.18% |
$230K - $255K
|
2.83M
$110M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.82K+ 4.39% |
$222K - $246K
|
114K
$4.44M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
4.77K+ 11.86% |
$220K - $244K
|
45K
$1.74M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
4.75K+ 1.91% |
$219K - $243K
|
253K
$9.81M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.66K+ 3.57% |
$215K - $238K
|
135K
$5.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.6K+ 6.35% |
$212K - $235K
|
77.1K
$2.99M
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.6KNew |
$212K - $235K
|
4.6K
$178K
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.57KNew |
$210K - $234K
|
4.57K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.55K+ 26.02% |
$210K - $233K
|
22.1K
$855K
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.5K+ 85.99% |
$207K - $230K
|
9.73K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.45KNew |
$205K - $228K
|
4.45K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.42K+ 1.16% |
$204K - $226K
|
385K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$201K - $223K
|
4.35K
$169K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.35KNew |
$200K - $223K
|
4.35K
$169K
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.14K+ 47.39% |
$191K - $212K
|
12.9K
$500K
|
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.08KNew |
$188K - $209K
|
4.08K
$158K
|
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
BUY
|
- |
4.04K+ 92.3% |
$186K - $207K
|
8.42K
$327K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.88K+ 1.39% |
$179K - $199K
|
284K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.82K+ 12.22% |
$176K - $195K
|
35K
$1.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
3.73K+ 43.96% |
$172K - $191K
|
12.2K
$473K
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
3.65K+ 0.88% |
$168K - $187K
|
420K
$16.3M
|
|
|
Oct 27, 2021
Q3 2021
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.28K+ 2.98% |
$151K - $168K
|
113K
$4.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 5.97% |
$150K - $166K
|
57.7K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
3.22KNew |
$148K - $165K
|
3.22K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.19K+ 12.18% |
$147K - $163K
|
29.4K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3K+ 1.48% |
$138K - $153K
|
206K
$8M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.97K+ 18.87% |
$137K - $152K
|
18.7K
$724K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
2.85K+ 8.4% |
$131K - $146K
|
36.8K
$1.43M
|
|
|
Nov 03, 2021
Q3 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2.6K+ 1.52% |
$120K - $133K
|
174K
$6.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.57K+ 20.85% |
$118K - $131K
|
14.9K
$577K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44K+ 32.66% |
$113K - $125K
|
9.92K
$385K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.39K+ 2.93% |
$110K - $122K
|
84K
$3.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
2.13K+ 9.85% |
$98.1K - $109K
|
23.7K
$920K
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2K+ 22.14% |
$92.3K - $102K
|
11K
$428K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 3.63% |
$91.7K - $102K
|
56.8K
$2.2M
|