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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
219+ 75.52% |
$10.1K - $11.2K
|
509
$19.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
202+ 1.0% |
$9.31K - $10.3K
|
20.5K
$795K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
200+ 1.16% |
$9.22K - $10.2K
|
17.5K
$679K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
200+ 4.16% |
$9.22K - $10.2K
|
5.01K
$194K
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
199+ 0.18% |
$9.17K - $10.2K
|
112K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
199+ 0.18% |
$9.17K - $10.2K
|
112K
$4.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
185+ 0.28% |
$8.52K - $9.46K
|
67.3K
$2.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
173+ 1.13% |
$7.97K - $8.85K
|
15.5K
$601K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
167+ 1.57% |
$7.7K - $8.54K
|
10.8K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
147+ 3.16% |
$6.77K - $7.52K
|
4.8K
$186K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
134+ 0.51% |
$6.17K - $6.85K
|
26.5K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
125+ 55.56% |
$5.76K - $6.39K
|
350
$13.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
112+ 44.8% |
$5.16K - $5.73K
|
362
$14K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 1.8% |
$4.61K - $5.12K
|
5.65K
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
79New |
$3.64K - $4.04K
|
79
$3.06K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
61+ 1.0% |
$2.81K - $3.12K
|
6.18K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
59+ 0.5% |
$2.72K - $3.02K
|
11.8K
$459K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 0.86% |
$2.4K - $2.66K
|
6.12K
$237K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 28.4% |
$2.12K - $2.35K
|
208
$8.07K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
36+ 97.3% |
$1.66K - $1.84K
|
73
$2.83K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 8.14% |
$1.47K - $1.64K
|
425
$16.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
32+ 0.5% |
$1.47K - $1.64K
|
6.47K
$251K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$1.15K - $1.28K
|
25
$970
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
19New |
$876 - $972
|
19
$737
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
19+ 0.36% |
$876 - $972
|
5.34K
$207K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 0.49% |
$783 - $870
|
3.45K
$134K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
17+ 0.18% |
$783 - $870
|
9.68K
$376K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
17+ 0.48% |
$783 - $870
|
3.56K
$138K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
14+ 0.29% |
$645 - $716
|
4.93K
$191K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.15% |
$553 - $614
|
7.96K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.53% |
$553 - $614
|
2.28K
$88.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.17% |
$553 - $614
|
7.15K
$277K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
10+ 19.23% |
$461 - $512
|
62
$2.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
9+ 0.18% |
$415 - $460
|
4.98K
$193K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 0.5% |
$415 - $460
|
1.81K
$70K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
6+ 0.5% |
$276 - $307
|
1.2K
$46.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$276 - $307
|
1.75K
$67.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.1% |
$230 - $256
|
5.25K
$204K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.61% |
$184 - $205
|
658
$25.5K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.54% |
$138 - $153
|
559
$21.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$92.2 - $102
|
7.04K
$273K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.8% |
$46.1 - $51.2
|
126
$4.89K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.08% |
$46.1 - $51.2
|
1.24K
$48.1K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.42% |
$46.1 - $51.2
|
237
$9.19K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$46.1 - $51.2
|
8.2K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.08% |
$46.1 - $51.2
|
1.22K
$47.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.01% |
$46.1 - $51.2
|
9.25K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3- 0.05% |
$138 - $153
|
6.48K
$251K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 4.28% |
$369 - $409
|
179
$6.94K
|
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-20- 0.43% |
$922 - $1.02K
|
4.67K
$181K
|