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 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
282+ 1.23% |
$13K - $15.1K
|
23.2K
$845K
|
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
279+ 2.47% |
$12.9K - $15K
|
11.6K
$421K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
278New |
$12.9K - $14.9K
|
278
$10.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
272+ 17.32% |
$12.6K - $14.6K
|
1.84K
$67K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
264+ 2.32% |
$12.2K - $14.2K
|
11.6K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
257+ 3.88% |
$11.9K - $13.8K
|
6.88K
$250K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
242+ 1.69% |
$11.2K - $13K
|
14.6K
$530K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
234New |
$10.8K - $12.6K
|
234
$8.51K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
213+ 1.85% |
$9.85K - $11.4K
|
11.7K
$426K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
200+ 1.14% |
$9.25K - $10.7K
|
17.7K
$644K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
190New |
$8.79K - $10.2K
|
190
$6.91K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
187+ 0.82% |
$8.65K - $10K
|
22.9K
$833K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
185+ 1.01% |
$8.55K - $9.93K
|
18.5K
$673K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
179+ 3.35% |
$8.28K - $9.61K
|
5.52K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
170+ 2.64% |
$7.86K - $9.13K
|
6.61K
$240K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
155+ 0.66% |
$7.17K - $8.32K
|
23.5K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
145+ 0.83% |
$6.7K - $7.79K
|
17.7K
$643K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
136New |
$6.29K - $7.3K
|
136
$4.94K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
122+ 2.19% |
$5.64K - $6.55K
|
5.7K
$207K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
115+ 0.53% |
$5.32K - $6.17K
|
21.6K
$787K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
114+ 28.08% |
$5.27K - $6.12K
|
520
$18.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
103New |
$4.76K - $5.53K
|
103
$3.75K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
101+ 0.68% |
$4.67K - $5.42K
|
15K
$544K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 0.73% |
$4.62K - $5.37K
|
13.8K
$502K
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
97+ 1.02% |
$4.49K - $5.21K
|
9.62K
$350K
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
97+ 1.02% |
$4.49K - $5.21K
|
9.62K
$350K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
85+ 0.18% |
$3.93K - $4.56K
|
47.2K
$1.72M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83+ 2.42% |
$3.84K - $4.46K
|
3.51K
$128K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
70+ 14.43% |
$3.24K - $3.76K
|
555
$20.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
56+ 1.17% |
$2.59K - $3.01K
|
4.85K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
50+ 0.31% |
$2.31K - $2.68K
|
16.2K
$589K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 15.31% |
$2.27K - $2.63K
|
369
$13.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
48+ 65.75% |
$2.22K - $2.58K
|
121
$4.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47New |
$2.17K - $2.52K
|
47
$1.71K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
46New |
$2.13K - $2.47K
|
46
$1.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 51.9% |
$1.9K - $2.2K
|
120
$4.36K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
39+ 0.48% |
$1.8K - $2.09K
|
8.12K
$295K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
37+ 8.71% |
$1.71K - $1.99K
|
462
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35+ 0.59% |
$1.62K - $1.88K
|
5.95K
$216K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
35+ 25.74% |
$1.62K - $1.88K
|
171
$6.22K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$1.62K - $1.88K
|
35
$1.27K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
35+ 0.06% |
$1.62K - $1.88K
|
57.3K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
33+ 53.23% |
$1.53K - $1.77K
|
95
$3.45K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
33+ 0.51% |
$1.53K - $1.77K
|
6.51K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
31+ 0.04% |
$1.43K - $1.66K
|
74.5K
$2.71M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
23+ 4.56% |
$1.06K - $1.23K
|
527
$19.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
21New |
$971 - $1.13K
|
21
$764
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18+ 0.07% |
$832 - $966
|
24.5K
$891K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
17+ 0.48% |
$786 - $913
|
3.57K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 0.49% |
$786 - $913
|
3.47K
$126K
|