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 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.9KNew |
$87.6K - $97.2K
|
1.9K
$73.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81K+ 8.67% |
$83.2K - $92.4K
|
22.6K
$878K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.68KNew |
$77.4K - $85.9K
|
1.68K
$65.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.66K+ 2.39% |
$76.7K - $85.1K
|
71.3K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.62K+ 10.16% |
$74.6K - $82.8K
|
17.5K
$680K
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.5K+ 4.78% |
$69.3K - $76.9K
|
33K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.46K+ 15.74% |
$67.5K - $74.9K
|
10.8K
$418K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.45K+ 18.96% |
$66.7K - $74.1K
|
9.09K
$352K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.41K+ 10.88% |
$64.8K - $71.9K
|
14.3K
$556K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
1.35K+ 1.18% |
$62.2K - $69.1K
|
116K
$4.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
1.23K+ 0.72% |
$56.7K - $63K
|
172K
$6.67M
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
1.1K+ 0.94% |
$50.5K - $56.1K
|
117K
$4.55M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.08K+ 35.26% |
$50K - $55.4K
|
4.16K
$161K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 3.37% |
$46.5K - $51.7K
|
31K
$1.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1K+ 2.96% |
$46.1K - $51.2K
|
34.8K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
850+ 3.99% |
$39.2K - $43.5K
|
22.1K
$858K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
827+ 3.41% |
$38.1K - $42.3K
|
25.1K
$973K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
807+ 20.58% |
$37.2K - $41.3K
|
4.73K
$183K
|
|
|
Nov 16, 2021
Q3 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 0.34% |
$36.9K - $40.9K
|
237K
$9.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
800New |
$36.9K - $40.9K
|
800
$31K
|
|
|
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
BUY
|
- |
790+ 16.78% |
$36.4K - $40.4K
|
5.5K
$213K
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
783+ 10.27% |
$36.1K - $40.1K
|
8.41K
$326K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
717+ 3.74% |
$33K - $36.7K
|
19.9K
$772K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
710+ 7.65% |
$32.7K - $36.3K
|
9.99K
$387K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
675+ 7.11% |
$31.1K - $34.5K
|
10.2K
$394K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
673+ 2103.13% |
$31K - $34.4K
|
705
$27.3K
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
555+ 4.27% |
$25.6K - $28.4K
|
13.6K
$526K
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
542+ 2.25% |
$25K - $27.7K
|
24.6K
$955K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
515New |
$23.7K - $26.3K
|
515
$20K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
464+ 28.86% |
$21.4K - $23.7K
|
2.07K
$80.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
450New |
$20.7K - $23K
|
450
$17.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
433New |
$20K - $22.1K
|
433
$16.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
430+ 0.94% |
$19.8K - $22K
|
46.2K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
422+ 35.55% |
$19.4K - $21.6K
|
1.61K
$62.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
420+ 3.98% |
$19.4K - $21.5K
|
11K
$425K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
401New |
$18.5K - $20.5K
|
401
$15.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
401+ 0.09% |
$18.5K - $20.5K
|
445K
$17.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
375New |
$17.3K - $19.2K
|
375
$14.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
358+ 1.6% |
$16.5K - $18.3K
|
22.7K
$881K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
351+ 1.29% |
$16.2K - $18K
|
27.6K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
342+ 6.53% |
$15.8K - $17.5K
|
5.58K
$216K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
331+ 13.41% |
$15.3K - $16.9K
|
2.8K
$109K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
330+ 13.98% |
$15.2K - $16.9K
|
2.69K
$104K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
323+ 389.16% |
$14.9K - $16.5K
|
406
$15.7K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
320+ 0.84% |
$14.7K - $16.4K
|
38.3K
$1.48M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
303+ 0.82% |
$14K - $15.5K
|
37.1K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
283+ 5.23% |
$13K - $14.5K
|
5.7K
$221K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
257+ 15.55% |
$11.8K - $13.1K
|
1.91K
$74.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
250+ 18.94% |
$11.5K - $12.8K
|
1.57K
$60.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
239+ 3.29% |
$11K - $12.2K
|
7.51K
$291K
|