Purchases and Sales Made in Q3 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q3 2023. 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 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.45K+ 12.77% |
$220K - $278K
|
57K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
6.44KNew |
$219K - $278K
|
6.44K
$216K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.4KNew |
$218K - $276K
|
6.4K
$215K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.3K+ 87.24% |
$214K - $271K
|
13.5K
$454K
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
BUY
|
- |
6.29K+ 2.84% |
$214K - $271K
|
228K
$7.65M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
6.29KNew |
$214K - $271K
|
6.29K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.06K+ 79.6% |
$206K - $261K
|
13.7K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.68K+ 49.61% |
$193K - $245K
|
17.1K
$575K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
5.38K+ 14.53% |
$183K - $232K
|
42.4K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
5.38K+ 3.06% |
$183K - $232K
|
181K
$6.08M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.36KNew |
$183K - $231K
|
5.36K
$180K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.1K+ 2.68% |
$174K - $220K
|
195K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.05K+ 96.01% |
$172K - $218K
|
10.3K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
4.93K+ 4.56% |
$168K - $212K
|
113K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
4.58K+ 4.82% |
$156K - $197K
|
99.6K
$3.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.57K+ 86.93% |
$156K - $197K
|
9.83K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.56K+ 1462.5% |
$155K - $197K
|
4.88K
$164K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.41K+ 171.94% |
$150K - $190K
|
6.97K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.24K+ 4.2% |
$144K - $183K
|
105K
$3.54M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.2K+ 19.65% |
$143K - $181K
|
25.6K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.2K+ 7.66% |
$143K - $181K
|
59K
$1.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.82K+ 3.8% |
$130K - $165K
|
104K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
3.48K+ 7.48% |
$118K - $150K
|
50K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.3KNew |
$112K - $142K
|
3.3K
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.14K+ 48.49% |
$107K - $135K
|
9.62K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 16.87% |
$106K - $134K
|
21.6K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.1K+ 9.93% |
$106K - $134K
|
34.4K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 2.13% |
$102K - $129K
|
144K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.75K+ 3.87% |
$93.6K - $119K
|
73.9K
$2.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 35.44% |
$88.5K - $112K
|
9.94K
$334K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
2.55K+ 24.88% |
$86.8K - $110K
|
12.8K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.5K+ 43.63% |
$85.1K - $108K
|
8.23K
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.37K+ 2.62% |
$80.6K - $102K
|
92.9K
$3.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
2.34K+ 1.95% |
$79.7K - $101K
|
122K
$4.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.18K+ 8.66% |
$74.3K - $94.1K
|
27.4K
$921K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.89K+ 6.71% |
$64.2K - $81.2K
|
30K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.86K+ 33.63% |
$63.3K - $80.1K
|
7.39K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.38K+ 9.24% |
$46.8K - $59.3K
|
16.3K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 16.07% |
$46.7K - $59.2K
|
9.92K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 3.87% |
$44.4K - $56.2K
|
35K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.28K+ 11.94% |
$43.7K - $55.3K
|
12K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 8.37% |
$43.6K - $55.2K
|
16.6K
$557K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.2KNew |
$40.8K - $51.7K
|
1.2K
$40.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.19K+ 7.62% |
$40.6K - $51.5K
|
16.9K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.15K+ 2.12% |
$39K - $49.4K
|
55.2K
$1.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.63% |
$38.8K - $49.1K
|
32.5K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.13KNew |
$38.3K - $48.5K
|
1.13K
$37.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.09K+ 8.55% |
$37.2K - $47.1K
|
13.9K
$467K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.09K+ 8.66% |
$37.2K - $47.1K
|
13.7K
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.06K+ 2.09% |
$36.2K - $45.8K
|
51.9K
$1.74M
|