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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.36% |
$306 - $388
|
2.53K
$84.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.08% |
$204 - $259
|
7.87K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
5+ 0.04% |
$170 - $216
|
11.7K
$392K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.6% |
$170 - $216
|
832
$28K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.07% |
$170 - $216
|
7.59K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.9% |
$102 - $129
|
338
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.06% |
$102 - $129
|
4.84K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.61% |
$68.1 - $86.2
|
329
$11.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$68.1 - $86.2
|
23.3K
$784K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.01% |
$68.1 - $86.2
|
23.3K
$783K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$34 - $43.1
|
4
$134
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$34 - $43.1
|
22.3K
$750K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$34 - $43.1
|
10.8K
$362K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.45% |
$34 - $43.1
|
221
$7.43K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.01% |
$34 - $43.1
|
15K
$505K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.88% |
$102 - $129
|
338
$11.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 21.74% |
$170 - $216
|
18
$605
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-17- 0.3% |
$579 - $733
|
5.74K
$193K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-19- 0.03% |
$647 - $819
|
68.5K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-23- 0.13% |
$783 - $991
|
18.3K
$614K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-40Closed |
$1.36K - $1.72K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-48- 13.33% |
$1.63K - $2.07K
|
312
$10.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-54- 0.21% |
$1.84K - $2.33K
|
25.2K
$847K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-55- 7.12% |
$1.87K - $2.37K
|
718
$24.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-70- 0.06% |
$2.38K - $3.02K
|
114K
$3.81M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-81- 18.49% |
$2.76K - $3.49K
|
357
$12K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-97- 95.1% |
$3.3K - $4.18K
|
5
$168
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-105- 0.51% |
$3.57K - $4.53K
|
20.3K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111- 9.6% |
$3.78K - $4.78K
|
1.05K
$35.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 1.02% |
$3.91K - $4.96K
|
11.2K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 35.29% |
$4.08K - $5.17K
|
220
$7.39K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-143- 7.29% |
$4.87K - $6.16K
|
1.82K
$61.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-157- 0.31% |
$5.34K - $6.77K
|
50.9K
$1.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-163- 0.95% |
$5.55K - $7.03K
|
17K
$570K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-167- 4.65% |
$5.68K - $7.2K
|
3.42K
$115K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-170- 0.89% |
$5.79K - $7.33K
|
19K
$638K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-199- 0.26% |
$6.77K - $8.58K
|
75.5K
$2.54M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-202- 5.29% |
$6.88K - $8.71K
|
3.61K
$121K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-208- 7.8% |
$7.08K - $8.96K
|
2.46K
$82.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-259- 9.61% |
$8.82K - $11.2K
|
2.44K
$81.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-292- 0.99% |
$9.94K - $12.6K
|
29.3K
$986K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-300- 1.53% |
$10.2K - $12.9K
|
19.3K
$648K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-301- 1.44% |
$10.2K - $13K
|
20.6K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-311- 4.18% |
$10.6K - $13.4K
|
7.13K
$239K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-312- 9.21% |
$10.6K - $13.4K
|
3.08K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-350- 14.63% |
$11.9K - $15.1K
|
2.04K
$68.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-375- 1.31% |
$12.8K - $16.2K
|
28.2K
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-388- 0.67% |
$13.2K - $16.7K
|
57.8K
$1.94M
|