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 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.56K- 3.55% |
$53.1K - $67.2K
|
42.3K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.57K- 20.27% |
$53.4K - $67.6K
|
6.17K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.59K- 35.53% |
$54.1K - $68.4K
|
2.88K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.64K- 52.15% |
$55.7K - $70.5K
|
1.5K
$53.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.66K- 11.84% |
$56.6K - $71.7K
|
12.4K
$439K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.74K- 2.64% |
$59.2K - $74.9K
|
64.1K
$2.28M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.75K- 11.12% |
$59.5K - $75.3K
|
14K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 5.2% |
$61.2K - $77.5K
|
32.8K
$1.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.8K- 1.68% |
$61.3K - $77.6K
|
105K
$3.73M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-1.84K- 11.86% |
$62.5K - $79.2K
|
13.7K
$484K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.84K- 1.16% |
$62.5K - $79.2K
|
156K
$5.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.86K- 10.09% |
$63.3K - $80.1K
|
16.6K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 15.64% |
$64.7K - $81.9K
|
10.3K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.91K- 5.35% |
$64.9K - $82.2K
|
33.8K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.91K- 2.23% |
$65K - $82.3K
|
83.7K
$2.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.97K- 7.83% |
$66.9K - $84.7K
|
23.2K
$821K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.99K- 21.91% |
$67.8K - $85.8K
|
7.1K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.01K- 17.69% |
$68.6K - $86.8K
|
9.37K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.03K- 6.75% |
$68.9K - $87.3K
|
28K
$993K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2.14K- 42.21% |
$72.8K - $92.2K
|
2.93K
$104K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.18K- 4.27% |
$74.3K - $94.1K
|
49K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.26K- 5.8% |
$76.9K - $97.4K
|
36.7K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.55K- 20.81% |
$86.7K - $110K
|
9.69K
$344K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.55K- 29.42% |
$86.8K - $110K
|
6.12K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.6K- 22.56% |
$88.4K - $112K
|
8.91K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.64K- 81.38% |
$90K - $114K
|
605
$21.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.67K- 10.87% |
$91K - $115K
|
21.9K
$778K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.67K- 1.44% |
$91K - $115K
|
183K
$6.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.74K- 14.14% |
$93.3K - $118K
|
16.6K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.79K- 10.02% |
$94.9K - $120K
|
25K
$888K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.9K- 5.16% |
$98.8K - $125K
|
53.3K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-3.05K- 8.9% |
$104K - $131K
|
31.2K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.1K- 74.87% |
$106K - $134K
|
1.04K
$36.9K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-3.11K- 6.79% |
$106K - $134K
|
42.7K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.74K- 8.46% |
$127K - $161K
|
40.5K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.86K- 0.37% |
$131K - $166K
|
1.05M
$37.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-3.87K- 8.54% |
$132K - $167K
|
41.5K
$1.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-4K- 11.99% |
$136K - $173K
|
29.4K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.27K- 6.31% |
$145K - $184K
|
63.3K
$2.25M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.78K- 3.31% |
$163K - $206K
|
139K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.78K- 3.31% |
$163K - $206K
|
139K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5K- 15.44% |
$170K - $216K
|
27.4K
$971K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-5.02K- 29.22% |
$171K - $216K
|
12.2K
$431K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.06K- 4.22% |
$172K - $218K
|
115K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.16K- 2.44% |
$176K - $222K
|
207K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.46K- 42.27% |
$186K - $235K
|
7.46K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.6K- 20.53% |
$191K - $241K
|
21.7K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.79K- 4.3% |
$197K - $250K
|
129K
$4.58M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.15K- 30.24% |
$209K - $265K
|
14.2K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.15K- 30.24% |
$209K - $265K
|
14.2K
$503K
|