Purchases and Sales Made in Q3 2022 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 2022. 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 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
150+ 1.47% |
$6.21K - $7.86K
|
10.4K
$374K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
138+ 2.12% |
$5.71K - $7.23K
|
6.65K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
136+ 0.44% |
$5.63K - $7.12K
|
31.2K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
134+ 9.02% |
$5.54K - $7.02K
|
1.62K
$58.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
116+ 112.62% |
$4.8K - $6.07K
|
219
$7.89K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
110New |
$4.55K - $5.76K
|
110
$3.96K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
103+ 0.45% |
$4.26K - $5.39K
|
22.9K
$827K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
102+ 0.23% |
$4.22K - $5.34K
|
44.5K
$1.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 246.34% |
$4.18K - $5.29K
|
142
$5.12K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
100+ 0.62% |
$4.14K - $5.24K
|
16.2K
$582K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
100+ 0.91% |
$4.14K - $5.24K
|
11K
$398K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
88+ 0.16% |
$3.64K - $4.61K
|
53.7K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
81+ 0.05% |
$3.35K - $4.24K
|
155K
$5.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
79+ 43.65% |
$3.27K - $4.14K
|
260
$9.37K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 10.89% |
$3.14K - $3.98K
|
774
$27.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 0.13% |
$2.98K - $3.77K
|
56.2K
$2.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 18.11% |
$2.94K - $3.72K
|
463
$16.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
66New |
$2.73K - $3.46K
|
66
$2.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
63+ 5.86% |
$2.61K - $3.3K
|
1.14K
$41K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59New |
$2.44K - $3.09K
|
59
$2.13K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
57+ 0.96% |
$2.36K - $2.99K
|
6.01K
$217K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 1.63% |
$2.23K - $2.83K
|
3.37K
$121K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
44+ 0.46% |
$1.82K - $2.3K
|
9.52K
$343K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
41+ 0.59% |
$1.7K - $2.15K
|
7.04K
$254K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
39+ 0.15% |
$1.61K - $2.04K
|
25.8K
$931K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
35+ 0.43% |
$1.45K - $1.83K
|
8.14K
$293K
|
|
|
Oct 21, 2022
Q3 2022
|
Blossom Wealth Management
|
BUY
|
- |
35+ 0.34% |
$1.45K - $1.83K
|
10.4K
$376K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
33+ 0.34% |
$1.37K - $1.73K
|
9.71K
$350K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 12.04% |
$1.37K - $1.73K
|
307
$11.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.32K - $1.68K
|
32
$1.15K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
29+ 0.04% |
$1.2K - $1.52K
|
72.8K
$2.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
26+ 0.42% |
$1.08K - $1.36K
|
6.23K
$225K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 5.01% |
$1.08K - $1.36K
|
545
$19.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 1.91% |
$1.03K - $1.31K
|
1.34K
$48.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
22+ 0.26% |
$910 - $1.15K
|
8.46K
$305K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 4.04% |
$869 - $1.1K
|
541
$19.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
20+ 0.4% |
$828 - $1.05K
|
5.08K
$183K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19+ 0.54% |
$786 - $995
|
3.53K
$127K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19+ 0.21% |
$786 - $995
|
9.07K
$327K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.22% |
$745 - $943
|
8.18K
$295K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.55% |
$579 - $733
|
2.56K
$92.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
13+ 0.04% |
$538 - $681
|
31.4K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11+ 0.03% |
$455 - $576
|
37K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$455 - $576
|
11
$396
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
11+ 23.4% |
$455 - $576
|
58
$2.09K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
11+ 0.07% |
$455 - $576
|
14.9K
$537K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.11% |
$455 - $576
|
9.77K
$352K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 250.0% |
$414 - $524
|
14
$505
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.15% |
$414 - $524
|
6.49K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.2% |
$414 - $524
|
4.98K
$180K
|