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
|
Stephens Inc
|
SELL
|
- |
-411- 0.6% |
$14K - $17.7K
|
68.5K
$2.3M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-417- 15.43% |
$14.2K - $18K
|
2.29K
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-423- 6.09% |
$14.4K - $18.2K
|
6.52K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-443- 2.71% |
$15.1K - $19.1K
|
15.9K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-450- 0.36% |
$15.3K - $19.4K
|
124K
$4.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-450- 1.24% |
$15.3K - $19.4K
|
35.9K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-451- 52.26% |
$15.4K - $19.4K
|
412
$13.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-462- 26.83% |
$15.7K - $19.9K
|
1.26K
$42.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-501- 7.26% |
$17.1K - $21.6K
|
6.4K
$215K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-503- 83.28% |
$17.1K - $21.7K
|
101
$3.39K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-547- 2.06% |
$18.6K - $23.6K
|
26K
$875K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-600- 0.33% |
$20.4K - $25.9K
|
182K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-638- 0.51% |
$21.7K - $27.5K
|
124K
$4.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-664- 6.73% |
$22.6K - $28.6K
|
9.21K
$309K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-702- 3.01% |
$23.9K - $30.3K
|
22.6K
$759K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-715- 13.56% |
$24.3K - $30.8K
|
4.56K
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-719- 0.45% |
$24.5K - $31K
|
158K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-737- 0.38% |
$25.1K - $31.8K
|
191K
$6.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-781- 3.42% |
$26.6K - $33.7K
|
22K
$740K
|
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-790- 0.75% |
$26.9K - $34K
|
105K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-820- 5.36% |
$27.9K - $35.3K
|
14.5K
$487K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-821- 3.83% |
$27.9K - $35.4K
|
20.6K
$693K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-925- 3.1% |
$31.5K - $39.9K
|
28.9K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-945- 4.65% |
$32.2K - $40.7K
|
19.4K
$652K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-952- 1.35% |
$32.4K - $41K
|
69.4K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-990- 13.12% |
$33.7K - $42.7K
|
6.56K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-991- 16.39% |
$33.7K - $42.7K
|
5.06K
$170K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 8.28% |
$34K - $43.1K
|
11.1K
$372K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1K- 5.24% |
$34K - $43.1K
|
18.1K
$607K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.05K- 22.08% |
$35.7K - $45.2K
|
3.7K
$124K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.05K- 1.69% |
$35.7K - $45.3K
|
61.3K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.05K- 2.77% |
$35.8K - $45.3K
|
36.9K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.1K- 1.08% |
$37.4K - $47.4K
|
101K
$3.39M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 1.86% |
$37.4K - $47.4K
|
58.2K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.12K- 1.62% |
$38K - $48.1K
|
67.9K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.17K- 5.83% |
$39.7K - $50.3K
|
18.8K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.17K- 1.86% |
$39.7K - $50.3K
|
61.4K
$2.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.19K- 1.3% |
$40.6K - $51.4K
|
90.4K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.21K- 34.78% |
$41.3K - $52.3K
|
2.28K
$76.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.22K- 0.24% |
$41.5K - $52.5K
|
502K
$16.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.27K- 6.24% |
$43.1K - $54.5K
|
19K
$639K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.3K- 1.7% |
$44.3K - $56K
|
75K
$2.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.3K- 6.24% |
$44.3K - $56K
|
19.5K
$656K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.3K- 1.87% |
$44.3K - $56K
|
68.3K
$2.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.4K- 6.11% |
$47.7K - $60.3K
|
21.5K
$723K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.4K- 1.99% |
$47.7K - $60.3K
|
68.9K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.41K- 14.05% |
$48K - $60.8K
|
8.64K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.44K- 0.17% |
$49K - $62K
|
828K
$27.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.47K- 2.37% |
$49.9K - $63.2K
|
60.5K
$2.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.49K- 1.67% |
$50.8K - $64.3K
|
87.9K
$2.95M
|