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 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-120- 27.71% |
$5.55K - $6.44K
|
313
$11.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-121- 1.81% |
$5.6K - $6.5K
|
6.58K
$239K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126Closed |
$5.83K - $6.76K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-145- 0.29% |
$6.7K - $7.79K
|
49.6K
$1.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-150- 0.63% |
$6.94K - $8.05K
|
23.6K
$856K
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-150- 0.84% |
$6.94K - $8.05K
|
17.7K
$643K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-163- 0.69% |
$7.54K - $8.75K
|
23.6K
$859K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175- 50.0% |
$8.09K - $9.4K
|
175
$6.36K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-175Closed |
$8.09K - $9.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-200- 1.59% |
$9.25K - $10.7K
|
12.3K
$449K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-206- 17.53% |
$9.53K - $11.1K
|
969
$35.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-209- 2.26% |
$9.66K - $11.2K
|
9.04K
$329K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-218- 1.28% |
$10.1K - $11.7K
|
16.9K
$613K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-235- 3.76% |
$10.9K - $12.6K
|
6.01K
$218K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-263- 2.62% |
$12.2K - $14.1K
|
9.77K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-265- 1.17% |
$12.3K - $14.2K
|
22.4K
$813K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-275- 3.03% |
$12.7K - $14.8K
|
8.79K
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-278Closed |
$12.9K - $14.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-278- 49.73% |
$12.9K - $14.9K
|
281
$10.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-320- 15.44% |
$14.8K - $17.2K
|
1.75K
$63.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-325- 1.61% |
$15K - $17.4K
|
19.9K
$722K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-325- 0.7% |
$15K - $17.4K
|
45.9K
$1.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-375Closed |
$17.3K - $20.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-390- 4.9% |
$18K - $20.9K
|
7.58K
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-400- 12.01% |
$18.5K - $21.5K
|
2.93K
$107K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-430- 21.94% |
$19.9K - $23.1K
|
1.53K
$55.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-435- 0.39% |
$20.1K - $23.4K
|
111K
$4.05M
|
|
|
Mar 22, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-435- 0.39% |
$20.1K - $23.4K
|
111K
$4.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-435- 0.5% |
$20.1K - $23.4K
|
86.9K
$3.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-441- 3.91% |
$20.4K - $23.7K
|
10.8K
$394K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-450Closed |
$20.8K - $24.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-457- 5.91% |
$21.1K - $24.5K
|
7.28K
$265K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-472- 0.59% |
$21.8K - $25.3K
|
79.8K
$2.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-485- 0.28% |
$22.4K - $26K
|
176K
$6.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-493- 77.03% |
$22.8K - $26.5K
|
147
$5.34K
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-529- 2.57% |
$24.5K - $28.4K
|
20K
$728K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-532- 6.83% |
$24.6K - $28.6K
|
7.25K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-534- 2.7% |
$24.7K - $28.7K
|
19.2K
$699K
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Advisers, LLC
|
SELL
|
- |
-550- 10.98% |
$25.4K - $29.5K
|
4.46K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-560- 3.71% |
$25.9K - $30.1K
|
14.5K
$529K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-593- 3.95% |
$27.4K - $31.8K
|
14.4K
$525K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-600- 5.9% |
$27.7K - $32.2K
|
9.56K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-601- 3.88% |
$27.8K - $32.3K
|
14.9K
$541K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-613- 8.71% |
$28.3K - $32.9K
|
6.42K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-623- 6.4% |
$28.8K - $33.4K
|
9.11K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-624- 1.1% |
$28.9K - $33.5K
|
56.2K
$2.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-648- 4.29% |
$30K - $34.8K
|
14.5K
$526K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-683- 11.99% |
$31.6K - $36.7K
|
5.02K
$182K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-700- 3.21% |
$32.4K - $37.6K
|
21.1K
$767K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-714- 6.93% |
$33K - $38.3K
|
9.59K
$349K
|