Purchases and Sales Made in Q4 2021 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
7.02K+ 15.54% |
$325K - $377K
|
52.2K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.99KNew |
$323K - $375K
|
6.99K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
6.94K+ 135.39% |
$321K - $372K
|
12.1K
$438K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.82KNew |
$315K - $366K
|
6.82K
$248K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.78KNew |
$313K - $364K
|
6.78K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.75K+ 1.85% |
$312K - $362K
|
372K
$13.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.52KNew |
$302K - $350K
|
6.52K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
6.23KNew |
$288K - $335K
|
6.23K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6.19K+ 3.88% |
$286K - $332K
|
166K
$6.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.18K+ 1.77% |
$286K - $332K
|
355K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.1K+ 30.53% |
$282K - $327K
|
26.1K
$948K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.09KNew |
$281K - $327K
|
6.09K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6KNew |
$278K - $322K
|
6K
$218K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
5.87K+ 15.94% |
$271K - $315K
|
42.7K
$1.55M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
5.82K+ 5.74% |
$269K - $312K
|
107K
$3.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.8K+ 28.3% |
$268K - $311K
|
26.3K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.74K+ 104.02% |
$266K - $308K
|
11.3K
$410K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
5.74K+ 12.75% |
$265K - $308K
|
50.7K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.5KNew |
$254K - $295K
|
5.5K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.48K+ 18.67% |
$253K - $294K
|
34.8K
$1.27M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.31K+ 1.84% |
$245K - $285K
|
293K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.1KNew |
$236K - $274K
|
5.1K
$185K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.94K+ 44.7% |
$228K - $265K
|
16K
$581K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.78K+ 13.13% |
$221K - $257K
|
41.2K
$1.5M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.78K+ 13.13% |
$221K - $257K
|
41.2K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.69K+ 1.78% |
$217K - $252K
|
268K
$9.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.61KNew |
$213K - $248K
|
4.61K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
4.6K+ 11.39% |
$213K - $247K
|
45K
$1.64M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.48K+ 12.88% |
$207K - $240K
|
39.3K
$1.43M
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
4.41K+ 1.65% |
$204K - $237K
|
271K
$9.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.4K+ 10.0% |
$203K - $236K
|
48.4K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4.3KNew |
$199K - $231K
|
4.3K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.25KNew |
$197K - $228K
|
4.25K
$155K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.23KNew |
$196K - $227K
|
4.23K
$154K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
4.23K+ 9.63% |
$196K - $227K
|
48.1K
$1.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Independent Investors Inc
|
BUY
|
- |
4.17KNew |
$193K - $224K
|
4.17K
$151K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.17KNew |
$193K - $224K
|
4.17K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.15KNew |
$192K - $223K
|
4.15K
$151K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.15KNew |
$192K - $223K
|
4.15K
$151K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.14KNew |
$191K - $222K
|
4.14K
$150K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.1KNew |
$190K - $220K
|
4.1K
$149K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.08KNew |
$188K - $219K
|
4.08K
$148K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.07K+ 70.59% |
$188K - $218K
|
9.83K
$357K
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.02K+ 3.74% |
$186K - $216K
|
111K
$4.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.02KNew |
$186K - $216K
|
4.02K
$146K
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4K+ 98.04% |
$185K - $215K
|
8.08K
$294K
|
|
|
Feb 10, 2022
Q4 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
4K+ 14.81% |
$185K - $215K
|
31K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.98KNew |
$184K - $213K
|
3.98K
$145K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.96KNew |
$183K - $212K
|
3.96K
$144K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.94K+ 234.6% |
$182K - $211K
|
5.62K
$204K
|