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 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.94K+ 234.6% |
$182K - $211K
|
5.62K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.92KNew |
$181K - $211K
|
3.92K
$159K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.91K+ 17.72% |
$181K - $210K
|
26K
$1.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.85KNew |
$178K - $207K
|
3.85K
$156K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
3.82KNew |
$177K - $205K
|
3.82K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.8K+ 0.99% |
$176K - $204K
|
389K
$15.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.78K+ 21.46% |
$175K - $203K
|
21.4K
$868K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
3.75KNew |
$173K - $201K
|
3.75K
$152K
|
|
|
Mar 24, 2022
Q4 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
3.73KNew |
$172K - $200K
|
3.73K
$151K
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.71K+ 41.07% |
$172K - $199K
|
12.8K
$518K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$172K - $199K
|
3.71K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
3.35KNew |
$155K - $180K
|
3.35K
$136K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.34K+ 16.79% |
$154K - $179K
|
23.2K
$943K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.2KNew |
$148K - $172K
|
3.2K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.04K+ 57.92% |
$141K - $163K
|
8.29K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.03KNew |
$140K - $162K
|
3.03K
$123K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.78KNew |
$129K - $149K
|
2.78K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.72K+ 3.24% |
$126K - $146K
|
86.7K
$3.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.51KNew |
$116K - $135K
|
2.51K
$102K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
2.51K+ 50.4% |
$116K - $135K
|
7.49K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.5K+ 3.17% |
$116K - $134K
|
81.5K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 9.77% |
$115K - $134K
|
28.1K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.45KNew |
$113K - $132K
|
2.45K
$99.4K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.33KNew |
$108K - $125K
|
2.33K
$94.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.31KNew |
$107K - $124K
|
2.31K
$93.7K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
2.3K+ 4.11% |
$106K - $123K
|
58.3K
$2.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.25K+ 22.97% |
$104K - $121K
|
12.1K
$489K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.23K+ 1.92% |
$103K - $120K
|
119K
$4.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$102K - $118K
|
2.2K
$89.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.19K+ 81.46% |
$101K - $118K
|
4.88K
$198K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.1K+ 3.68% |
$97.1K - $113K
|
59.1K
$2.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.05K+ 30.68% |
$94.6K - $110K
|
8.71K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2K+ 1.06% |
$92.5K - $107K
|
191K
$7.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.98K+ 3.69% |
$91.5K - $106K
|
55.5K
$2.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.88KNew |
$86.7K - $101K
|
1.88K
$76.1K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.76K+ 20.95% |
$81.5K - $94.6K
|
10.2K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.75K+ 40.16% |
$80.8K - $93.9K
|
6.1K
$248K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.71K+ 1.77% |
$79K - $91.8K
|
98.1K
$3.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.61K+ 4.59% |
$74.4K - $86.4K
|
36.7K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
BUY
|
- |
1.5K+ 27.2% |
$69.1K - $80.3K
|
6.99K
$284K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.46K+ 7.84% |
$67.7K - $78.6K
|
20.1K
$817K
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.44K+ 10.8% |
$66.8K - $77.5K
|
14.8K
$601K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 3.86% |
$66.3K - $76.9K
|
38.5K
$1.56M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.32K+ 94.3% |
$61.2K - $71.1K
|
2.73K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 3.21% |
$60.1K - $69.8K
|
41.8K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.3K+ 5.26% |
$59.9K - $69.6K
|
25.9K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.23KNew |
$56.9K - $66.1K
|
1.23K
$49.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.18K+ 3.2% |
$54.7K - $63.6K
|
38.1K
$1.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.11K+ 0.67% |
$51.5K - $59.8K
|
167K
$6.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 1.58% |
$51.5K - $59.8K
|
71.4K
$2.9M
|