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 18, 2021
Q3 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-25Closed |
$1.15K - $1.28K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 0.37% |
$1.57K - $1.74K
|
9.07K
$352K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35- 6.73% |
$1.61K - $1.79K
|
485
$18.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-36- 31.86% |
$1.66K - $1.84K
|
77
$2.99K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-37- 0.7% |
$1.7K - $1.89K
|
5.25K
$204K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-37- 0.71% |
$1.7K - $1.89K
|
5.16K
$200K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-38- 0.65% |
$1.75K - $1.94K
|
5.81K
$225K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-44- 0.08% |
$2.03K - $2.25K
|
57.7K
$2.24M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-54- 1.13% |
$2.49K - $2.76K
|
4.74K
$184K
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-58- 0.28% |
$2.67K - $2.97K
|
20.6K
$797K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-100- 0.79% |
$4.61K - $5.12K
|
12.6K
$487K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 1.63% |
$4.61K - $5.12K
|
6.05K
$235K
|
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-100- 1.25% |
$4.61K - $5.12K
|
7.93K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-100- 1.44% |
$4.61K - $5.12K
|
6.84K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-100- 0.56% |
$4.61K - $5.12K
|
17.8K
$692K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-115Closed |
$5.3K - $5.88K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-116- 1.48% |
$5.35K - $5.93K
|
7.73K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-119- 1.37% |
$5.48K - $6.09K
|
8.56K
$332K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-119- 0.19% |
$5.48K - $6.09K
|
61.8K
$2.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-125Closed |
$5.76K - $6.39K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-127- 0.52% |
$5.85K - $6.5K
|
24.5K
$950K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-135Closed |
$6.22K - $6.91K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-137- 1.39% |
$6.31K - $7.01K
|
9.75K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-138- 2.03% |
$6.36K - $7.06K
|
6.67K
$259K
|
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-197- 0.28% |
$9.08K - $10.1K
|
70.3K
$2.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 2.01% |
$9.22K - $10.2K
|
9.77K
$379K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-206- 5.68% |
$9.49K - $10.5K
|
3.42K
$133K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-218- 0.42% |
$10K - $11.2K
|
51.1K
$1.98M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-224- 1.06% |
$10.3K - $11.5K
|
20.9K
$810K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-229- 10.46% |
$10.6K - $11.7K
|
1.96K
$76K
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-234- 1.58% |
$10.8K - $12K
|
14.6K
$566K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-245- 2.12% |
$11.3K - $12.5K
|
11.3K
$438K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-250Closed |
$11.5K - $12.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-260- 1.28% |
$12K - $13.3K
|
20K
$775K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-285- 5.36% |
$13.1K - $14.6K
|
5.04K
$195K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-286- 0.77% |
$13.2K - $14.6K
|
36.9K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-292- 3.49% |
$13.5K - $14.9K
|
8.08K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-295- 1.68% |
$13.6K - $15.1K
|
17.3K
$671K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-297- 4.65% |
$13.7K - $15.2K
|
6.1K
$236K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-300- 40.11% |
$13.8K - $15.3K
|
448
$17.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
SELL
|
- |
-300- 1.26% |
$13.8K - $15.3K
|
23.5K
$910K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 8.24% |
$13.8K - $15.3K
|
3.34K
$130K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$13.8K - $15.3K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-300- 2.18% |
$13.8K - $15.3K
|
13.5K
$523K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-300Closed |
$13.8K - $15.3K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.53% |
$13.8K - $15.3K
|
56K
$2.17M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-312- 32.16% |
$14.4K - $16K
|
658
$25.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-313- 3.02% |
$14.4K - $16K
|
10K
$389K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-330- 1.39% |
$15.2K - $16.9K
|
23.3K
$905K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-340- 3.42% |
$15.7K - $17.4K
|
9.59K
$372K
|