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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-220- 3.22% |
$9.1K - $11.5K
|
6.61K
$238K
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-237- 0.12% |
$9.81K - $12.4K
|
200K
$7.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-267- 2.44% |
$11K - $14K
|
10.7K
$384K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-290- 1.33% |
$12K - $15.2K
|
21.4K
$772K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 1.39% |
$12.4K - $15.7K
|
21.3K
$768K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-300- 4.99% |
$12.4K - $15.7K
|
5.71K
$206K
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-300- 1.61% |
$12.4K - $15.7K
|
18.4K
$662K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-325- 1.43% |
$13.4K - $17K
|
22.4K
$807K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-336- 5.51% |
$13.9K - $17.6K
|
5.76K
$208K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-349- 0.87% |
$14.4K - $18.3K
|
39.8K
$1.43M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-373- 1.14% |
$15.4K - $19.5K
|
32.4K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-373- 1.14% |
$15.4K - $19.5K
|
32.4K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-390- 4.79% |
$16.1K - $20.4K
|
7.76K
$280K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-400- 5.88% |
$16.6K - $20.9K
|
6.4K
$231K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-411- 5.46% |
$17K - $21.5K
|
7.11K
$256K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$24K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$24K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-457- 57.56% |
$18.9K - $23.9K
|
337
$12.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-460- 4.97% |
$19K - $24.1K
|
8.8K
$317K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 5.37% |
$20.7K - $26.2K
|
8.81K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-530- 3.57% |
$21.9K - $27.8K
|
14.3K
$517K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-571- 2.52% |
$23.6K - $29.9K
|
22.1K
$795K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-600- 13.95% |
$24.8K - $31.4K
|
3.7K
$133K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 30.0% |
$24.8K - $31.4K
|
1.4K
$50.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-628- 1.65% |
$26K - $32.9K
|
37.4K
$1.35M
|
|
|
Dec 01, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-628- 1.65% |
$26K - $32.9K
|
37.4K
$1.35M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-656- 0.55% |
$27.1K - $34.4K
|
119K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-677- 16.07% |
$28K - $35.5K
|
3.54K
$127K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-719- 7.45% |
$29.8K - $37.7K
|
8.93K
$322K
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-732- 11.63% |
$30.3K - $38.3K
|
5.56K
$200K
|
|
|
Nov 10, 2022
Q3 2022
|
Abrdn PLC
|
SELL
|
- |
-763- 3.83% |
$31.6K - $40K
|
19.2K
$691K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-775- 59.98% |
$32.1K - $40.6K
|
517
$18.6K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-835- 1.92% |
$34.6K - $43.7K
|
42.6K
$1.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-838- 6.21% |
$34.7K - $43.9K
|
12.7K
$456K
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-912- 10.47% |
$37.7K - $47.8K
|
7.8K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-930- 2.3% |
$38.5K - $48.7K
|
39.5K
$1.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1K- 8.36% |
$41.4K - $52.4K
|
11K
$395K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.04K- 0.54% |
$42.9K - $54.3K
|
191K
$6.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
SELL
|
- |
-1.07K- 6.28% |
$44.2K - $55.9K
|
15.9K
$574K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.18K- 8.91% |
$48.7K - $61.6K
|
12K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.38K- 2.77% |
$56.9K - $72K
|
48.2K
$1.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.47K- 1.82% |
$61K - $77.2K
|
79.7K
$2.87M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.48K- 1.88% |
$61.3K - $77.6K
|
77.3K
$2.79M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.51K- 5.18% |
$62.5K - $79.1K
|
27.7K
$998K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.61K- 3.07% |
$66.5K - $84.2K
|
50.7K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.78K- 14.52% |
$73.6K - $93.2K
|
10.5K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.84K- 1.89% |
$75.9K - $96.1K
|
95.1K
$3.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.84K- 1.93% |
$76.3K - $96.5K
|
93.6K
$3.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.86K- 8.23% |
$77K - $97.5K
|
20.8K
$748K
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2K- 11.45% |
$82.8K - $105K
|
15.5K
$557K
|