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 |
|---|---|---|---|---|---|---|---|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.1K+ 0.59% |
$43.7K - $53.6K
|
188K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.07K+ 1.98% |
$42.3K - $51.9K
|
54.9K
$2.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
975+ 4.28% |
$38.7K - $47.5K
|
23.8K
$964K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
938+ 0.93% |
$37.3K - $45.7K
|
101K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
925+ 3.8% |
$36.8K - $45.1K
|
25.2K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
920+ 1.62% |
$36.6K - $44.8K
|
57.8K
$2.35M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
920+ 1.62% |
$36.6K - $44.8K
|
57.8K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
906+ 7.71% |
$36K - $44.2K
|
12.7K
$514K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
900New |
$35.8K - $43.9K
|
900
$36.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
882+ 8.56% |
$35K - $43K
|
11.2K
$454K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
858New |
$34.1K - $41.8K
|
858
$34.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
806New |
$32K - $39.3K
|
806
$32.7K
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
793+ 5.39% |
$31.5K - $38.7K
|
15.5K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
793+ 3.59% |
$31.5K - $38.7K
|
22.9K
$929K
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
793+ 5.39% |
$31.5K - $38.7K
|
15.5K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
792+ 11.73% |
$31.5K - $38.6K
|
7.55K
$306K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
784+ 11.21% |
$31.1K - $38.2K
|
7.78K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
747+ 4.92% |
$29.7K - $36.4K
|
15.9K
$646K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
745+ 7.83% |
$29.6K - $36.3K
|
10.3K
$416K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
736+ 2.93% |
$29.2K - $35.9K
|
25.8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
730+ 234.73% |
$29K - $35.6K
|
1.04K
$42.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
713+ 1927.03% |
$28.3K - $34.8K
|
750
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
711New |
$28.2K - $34.7K
|
711
$28.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
710+ 8.07% |
$28.2K - $34.6K
|
9.51K
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
700+ 3.81% |
$27.8K - $34.1K
|
19.1K
$774K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
700+ 0.24% |
$27.8K - $34.1K
|
294K
$11.9M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 1.17% |
$27.8K - $34.1K
|
60.8K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
681+ 10.88% |
$27.1K - $33.2K
|
6.94K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
681+ 59.84% |
$27.1K - $33.2K
|
1.82K
$73.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
626+ 3.17% |
$24.9K - $30.5K
|
20.4K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
625New |
$24.8K - $30.5K
|
625
$25.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
610New |
$24.2K - $29.7K
|
610
$24.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
609+ 371.34% |
$24.2K - $29.7K
|
773
$31.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.79% |
$19.9K - $24.4K
|
63.9K
$2.59M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
500+ 5.15% |
$19.9K - $24.4K
|
10.2K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
489+ 2.62% |
$19.4K - $23.8K
|
19.2K
$778K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
462+ 150.49% |
$18.4K - $22.5K
|
769
$31.2K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
460New |
$18.3K - $22.4K
|
460
$18.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
460New |
$18.3K - $22.4K
|
460
$18.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
450+ 7.0% |
$17.9K - $21.9K
|
6.88K
$279K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
444New |
$17.6K - $21.6K
|
444
$18K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
442+ 2.19% |
$17.6K - $21.5K
|
20.6K
$838K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
431+ 2.8% |
$17.1K - $21K
|
15.8K
$642K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
391+ 17.49% |
$15.5K - $19.1K
|
2.63K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
372+ 10.22% |
$14.8K - $18.1K
|
4.01K
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
368+ 3.27% |
$14.6K - $17.9K
|
11.6K
$471K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
360+ 4.56% |
$14.3K - $17.5K
|
8.25K
$335K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
360+ 5.95% |
$14.3K - $17.5K
|
6.41K
$260K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
360New |
$14.3K - $17.5K
|
360
$14.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
354+ 0.13% |
$14.1K - $17.3K
|
278K
$11.3M
|