Purchases and Sales Made in Q4 2022 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2022. 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 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.3K- 8.35% |
$91.3K - $112K
|
25.2K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.3K- 9.96% |
$91.4K - $112K
|
20.8K
$793K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.45K- 1.01% |
$97.3K - $119K
|
241K
$9.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.45K- 6.17% |
$97.5K - $120K
|
37.3K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.46K- 3.82% |
$97.7K - $120K
|
61.9K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.49K- 5.18% |
$98.8K - $121K
|
45.6K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.51K- 2.28% |
$99.8K - $122K
|
108K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.64K- 10.73% |
$105K - $128K
|
21.9K
$836K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.65K- 2.62% |
$105K - $129K
|
98.5K
$3.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.88K- 1.88% |
$115K - $140K
|
150K
$5.73M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.88K- 1.88% |
$115K - $140K
|
150K
$5.73M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.88K- 1.88% |
$115K - $140K
|
150K
$5.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3K- 4.67% |
$119K - $146K
|
61.3K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.1K- 7.03% |
$123K - $151K
|
41K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.41K- 8.68% |
$135K - $166K
|
35.8K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.48K- 38.99% |
$138K - $170K
|
5.45K
$208K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
SELL
|
- |
-3.82K- 20.95% |
$152K - $186K
|
14.4K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3.83K- 6.71% |
$152K - $186K
|
53.2K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.11K- 3.79% |
$163K - $200K
|
104K
$3.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.27K- 2.6% |
$170K - $208K
|
160K
$6.09M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.6K- 1.22% |
$183K - $224K
|
372K
$14.2M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.62K- 34.08% |
$183K - $225K
|
8.93K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.65K- 35.16% |
$185K - $227K
|
8.58K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.68K- 1.27% |
$186K - $228K
|
364K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.7K- 24.08% |
$187K - $229K
|
14.8K
$565K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-4.89K- 49.51% |
$194K - $238K
|
4.98K
$190K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.13K- 7.49% |
$204K - $250K
|
63.4K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.47K- 37.99% |
$217K - $267K
|
8.93K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.63K- 16.4% |
$223K - $274K
|
28.7K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-5.72K- 1.79% |
$227K - $279K
|
313K
$11.9M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.94K- 19.06% |
$236K - $290K
|
25.2K
$963K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.95K- 7.65% |
$236K - $290K
|
71.8K
$2.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.16K- 0.67% |
$245K - $300K
|
909K
$34.7M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-6.57K- 23.56% |
$261K - $320K
|
21.3K
$813K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.94K- 7.13% |
$276K - $338K
|
90.4K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-7.37K- 3.84% |
$293K - $359K
|
184K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.56K- 54.71% |
$300K - $369K
|
6.26K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.79K- 63.87% |
$309K - $379K
|
4.4K
$168K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8.02K- 78.93% |
$319K - $391K
|
2.14K
$81.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.58K- 40.2% |
$341K - $418K
|
12.8K
$487K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.79K- 61.4% |
$349K - $428K
|
5.53K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-9.15K- 34.59% |
$364K - $446K
|
17.3K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-9.42K- 8.28% |
$374K - $459K
|
104K
$3.98M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-9.56K- 3.35% |
$380K - $466K
|
275K
$10.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 7.97% |
$419K - $514K
|
122K
$4.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-11KClosed |
$435K - $534K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11K- 6.44% |
$439K - $538K
|
160K
$6.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.8K- 31.63% |
$470K - $576K
|
25.5K
$974K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-12.1K- 30.44% |
$482K - $591K
|
27.7K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-12.3K- 6.17% |
$491K - $602K
|
188K
$7.16M
|