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 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.68K+ 6.02% |
$265K - $326K
|
118K
$4.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.68KNew |
$265K - $326K
|
6.68K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.58K+ 13.12% |
$261K - $321K
|
56.7K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.43K+ 93.67% |
$255K - $313K
|
13.3K
$483K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.42KNew |
$255K - $313K
|
6.42K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.29K+ 27.99% |
$250K - $306K
|
28.7K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.26K+ 5.21% |
$249K - $305K
|
126K
$4.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
6.25KNew |
$248K - $305K
|
6.25K
$227K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.24K+ 22.94% |
$248K - $304K
|
33.5K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.11K+ 37.44% |
$243K - $298K
|
22.4K
$815K
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
5.74KNew |
$228K - $280K
|
5.74K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.71KNew |
$227K - $278K
|
5.71K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.7KNew |
$226K - $278K
|
5.7K
$207K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.43KNew |
$216K - $265K
|
5.43K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.41K+ 4.91% |
$215K - $264K
|
115K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.38KNew |
$214K - $262K
|
5.38K
$196K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.3K+ 224.08% |
$210K - $258K
|
7.66K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.22K+ 69.6% |
$207K - $254K
|
12.7K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
5.17K+ 56.35% |
$206K - $252K
|
14.4K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
5.04K+ 8.9% |
$200K - $246K
|
61.7K
$2.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.98KNew |
$198K - $243K
|
4.98K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.9K+ 41.32% |
$195K - $239K
|
16.8K
$609K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
4.89K+ 4.13% |
$194K - $238K
|
123K
$4.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.89KNew |
$194K - $238K
|
4.89K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
4.85KNew |
$193K - $236K
|
4.85K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.85KNew |
$193K - $236K
|
4.85K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.83KNew |
$192K - $235K
|
4.83K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.78KNew |
$190K - $233K
|
4.78K
$174K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.77KNew |
$190K - $232K
|
4.77K
$173K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.76KNew |
$189K - $232K
|
4.76K
$173K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.75KNew |
$189K - $232K
|
4.75K
$173K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.74KNew |
$188K - $231K
|
4.74K
$172K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.73K+ 8.75% |
$188K - $231K
|
58.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.69KNew |
$186K - $229K
|
4.69K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$167K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.49KNew |
$178K - $219K
|
4.49K
$163K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.48K+ 2.34% |
$178K - $218K
|
196K
$7.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
4.47KNew |
$178K - $218K
|
4.47K
$163K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.45KNew |
$177K - $217K
|
4.45K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.43KNew |
$176K - $216K
|
4.43K
$161K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.4KNew |
$175K - $214K
|
4.4K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.35KNew |
$173K - $212K
|
4.35K
$158K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.35K+ 17.82% |
$173K - $212K
|
28.7K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
4.3KNew |
$171K - $210K
|
4.3K
$156K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$156K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.24KNew |
$169K - $207K
|
4.24K
$154K
|