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 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 1.38% |
$50.7K - $58.8K
|
80.6K
$2.93M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.09K+ 3.53% |
$50.6K - $58.7K
|
32.1K
$1.17M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.08K+ 35.26% |
$50.1K - $58.2K
|
4.16K
$151K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.03K+ 8.44% |
$47.6K - $55.3K
|
13.2K
$481K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$46.2K - $53.7K
|
1K
$36.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
929+ 3.7% |
$43K - $49.9K
|
26K
$946K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
905New |
$41.8K - $48.6K
|
905
$32.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
873+ 262.95% |
$40.4K - $46.9K
|
1.21K
$43.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
814+ 4.92% |
$37.6K - $43.7K
|
17.4K
$631K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
802New |
$37.1K - $43.1K
|
802
$29.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
800New |
$37K - $43K
|
800
$29.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
797+ 17.34% |
$36.9K - $42.8K
|
5.39K
$196K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
787+ 0.28% |
$36.4K - $42.3K
|
285K
$10.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
750+ 1190.48% |
$34.7K - $40.3K
|
813
$29.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
673+ 0.05% |
$31.1K - $36.1K
|
1.24M
$45.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
660+ 7.83% |
$30.5K - $35.4K
|
9.09K
$330K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
657+ 40.83% |
$30.4K - $35.3K
|
2.27K
$82.4K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
645New |
$29.8K - $34.6K
|
645
$23.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
625New |
$28.9K - $33.6K
|
625
$22.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
625+ 2.78% |
$28.9K - $33.6K
|
23.1K
$841K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
576New |
$26.6K - $30.9K
|
576
$20.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
545New |
$25.2K - $29.3K
|
545
$19.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
543+ 2.71% |
$25.1K - $29.2K
|
20.6K
$749K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
520+ 1.02% |
$24K - $27.9K
|
51.6K
$1.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 2.61% |
$23.1K - $26.8K
|
19.7K
$715K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
497+ 0.77% |
$23K - $26.7K
|
64.7K
$2.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
488New |
$22.6K - $26.2K
|
488
$17.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
482+ 6.74% |
$22.3K - $25.9K
|
7.64K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
457New |
$21.1K - $24.5K
|
457
$16.6K
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
BUY
|
- |
455+ 3.36% |
$21K - $24.4K
|
14K
$510K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
443New |
$20.5K - $23.8K
|
443
$16.1K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
419+ 62.91% |
$19.4K - $22.5K
|
1.09K
$39.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
405+ 3.74% |
$18.7K - $21.7K
|
11.2K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
404+ 5.7% |
$18.7K - $21.7K
|
7.5K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
400New |
$18.5K - $21.5K
|
400
$14.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
385+ 8.43% |
$17.8K - $20.7K
|
4.95K
$180K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
380New |
$17.6K - $20.4K
|
380
$13.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
375New |
$17.3K - $20.1K
|
375
$13.6K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
373+ 1.15% |
$17.2K - $20K
|
32.8K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
373+ 1.15% |
$17.2K - $20K
|
32.8K
$1.19M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
361+ 7.62% |
$16.7K - $19.4K
|
5.1K
$185K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
343+ 191.62% |
$15.9K - $18.4K
|
522
$19K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
335+ 1.32% |
$15.5K - $18K
|
25.8K
$937K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
333+ 3.33% |
$15.4K - $17.9K
|
10.3K
$375K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
321+ 5.3% |
$14.8K - $17.2K
|
6.37K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
314+ 0.16% |
$14.5K - $16.9K
|
200K
$7.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
304+ 0.53% |
$14.1K - $16.3K
|
58K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
300New |
$13.9K - $16.1K
|
300
$10.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
288+ 0.43% |
$13.3K - $15.5K
|
67.5K
$2.46M
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
285+ 0.35% |
$13.2K - $15.3K
|
81.8K
$2.97M
|