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 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.06K+ 12.75% |
$35.9K - $45.5K
|
9.33K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 26.63% |
$35.3K - $44.7K
|
4.93K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
937+ 17.12% |
$31.9K - $40.4K
|
6.41K
$215K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
933+ 31.92% |
$31.8K - $40.2K
|
3.86K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
911+ 4.16% |
$31K - $39.3K
|
22.8K
$767K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
891New |
$30.3K - $38.4K
|
891
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
884+ 3.33% |
$30.1K - $38.1K
|
27.5K
$922K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
869+ 79.8% |
$29.6K - $37.5K
|
1.96K
$65.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
861+ 6.65% |
$29.3K - $37.1K
|
13.8K
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
851+ 6.95% |
$29K - $36.7K
|
13.1K
$440K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
810+ 4.34% |
$27.6K - $34.9K
|
19.5K
$654K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
756+ 9.8% |
$25.7K - $32.6K
|
8.47K
$285K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
750+ 250.0% |
$25.5K - $32.3K
|
1.05K
$35.3K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
666New |
$22.7K - $28.7K
|
666
$22.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
638+ 7.27% |
$21.7K - $27.5K
|
9.41K
$316K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
634+ 155.39% |
$21.6K - $27.3K
|
1.04K
$35K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
634+ 155.39% |
$21.6K - $27.3K
|
1.04K
$35K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
610+ 8.43% |
$20.8K - $26.3K
|
7.85K
$264K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
585+ 10.67% |
$19.9K - $25.2K
|
6.07K
$204K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
581+ 6.36% |
$19.8K - $25K
|
9.72K
$327K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
566New |
$19.3K - $24.4K
|
566
$19K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
566New |
$19.3K - $24.4K
|
566
$19K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
565+ 0.98% |
$19.2K - $24.4K
|
58.3K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
541+ 6.99% |
$18.4K - $23.3K
|
8.29K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
540+ 0.51% |
$18.4K - $23.3K
|
107K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
522+ 0.87% |
$17.8K - $22.5K
|
60.5K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
507+ 473.83% |
$17.3K - $21.9K
|
614
$20.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
503+ 0.94% |
$17.1K - $21.7K
|
54K
$1.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
500+ 31.65% |
$17K - $21.6K
|
2.08K
$69.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
500+ 7.53% |
$17K - $21.6K
|
7.14K
$240K
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
500+ 1.61% |
$17K - $21.6K
|
31.6K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
483+ 2.35% |
$16.4K - $20.8K
|
21K
$706K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
470+ 2.48% |
$16K - $20.3K
|
19.5K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
430+ 3.69% |
$14.6K - $18.5K
|
12.1K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
400+ 170.94% |
$13.6K - $17.2K
|
634
$21.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
388+ 6.68% |
$13.2K - $16.7K
|
6.19K
$208K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
377New |
$12.8K - $16.2K
|
377
$12.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
368+ 3.0% |
$12.5K - $15.9K
|
12.6K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
360+ 0.13% |
$12.3K - $15.5K
|
268K
$9.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
359+ 3590.0% |
$12.2K - $15.5K
|
369
$12.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
338+ 112.29% |
$11.5K - $14.6K
|
639
$21.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
337+ 449.33% |
$11.5K - $14.5K
|
412
$13.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
330+ 1.45% |
$11.2K - $14.2K
|
23.1K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
328+ 3.12% |
$11.2K - $14.1K
|
10.8K
$364K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 3.08% |
$10.6K - $13.4K
|
10.4K
$350K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
295+ 2.34% |
$10K - $12.7K
|
12.9K
$433K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
276+ 0.05% |
$9.4K - $11.9K
|
542K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
276New |
$9.4K - $11.9K
|
276
$9.27K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
246+ 2.88% |
$8.37K - $10.6K
|
8.78K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
228+ 0.71% |
$7.76K - $9.83K
|
32.5K
$1.09M
|