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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
345New |
$13.7K - $16.8K
|
345
$12.5K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
345+ 1.04% |
$13.7K - $16.8K
|
33.4K
$1.21M
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
335+ 2.79% |
$13.3K - $16.3K
|
12.4K
$449K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
331New |
$13.2K - $16.1K
|
331
$12K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
295+ 13.99% |
$11.7K - $14.4K
|
2.4K
$87.4K
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
290+ 0.23% |
$11.5K - $14.1K
|
129K
$4.68M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
289+ 5.8% |
$11.5K - $14.1K
|
5.27K
$192K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
285New |
$11.3K - $13.9K
|
285
$10.4K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
280New |
$11.1K - $13.6K
|
280
$10.2K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
277New |
$11K - $13.5K
|
277
$10.1K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
274+ 3.25% |
$10.9K - $13.4K
|
8.69K
$316K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
251New |
$9.97K - $12.2K
|
251
$9.13K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
238+ 4.14% |
$9.46K - $11.6K
|
5.99K
$218K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
230+ 0.45% |
$9.14K - $11.2K
|
51K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
210+ 3.13% |
$8.34K - $10.2K
|
6.91K
$251K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
205+ 2.82% |
$8.14K - $9.99K
|
7.47K
$272K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$7.95K - $9.75K
|
200
$7.27K
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
191+ 1.84% |
$7.59K - $9.31K
|
10.6K
$384K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
188New |
$7.47K - $9.16K
|
188
$6.84K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
183+ 0.85% |
$7.27K - $8.92K
|
21.6K
$786K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
181New |
$7.19K - $8.82K
|
181
$6.58K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
169+ 1.6% |
$6.71K - $8.24K
|
10.7K
$389K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
158+ 0.73% |
$6.28K - $7.7K
|
21.9K
$798K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
157+ 1.21% |
$6.24K - $7.65K
|
13.1K
$478K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 8.09% |
$5.2K - $6.38K
|
1.75K
$63.7K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
$4.97K - $6.09K
|
125
$4.55K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
124+ 90.51% |
$4.93K - $6.04K
|
261
$9.49K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
124+ 0.18% |
$4.93K - $6.04K
|
69.7K
$2.54M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
107+ 0.12% |
$4.25K - $5.22K
|
89.2K
$3.24M
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
100+ 0.54% |
$3.97K - $4.87K
|
18.7K
$681K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
82+ 0.18% |
$3.26K - $4K
|
44.6K
$1.62M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
82New |
$3.26K - $4K
|
82
$2.98K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79New |
$3.14K - $3.85K
|
79
$2.87K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
75+ 0.21% |
$2.98K - $3.66K
|
36.4K
$1.32M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
74New |
$2.94K - $3.61K
|
74
$2.69K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
67+ 0.74% |
$2.66K - $3.27K
|
9.07K
$330K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62New |
$2.46K - $3.02K
|
62
$2.25K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
50+ 0.36% |
$1.99K - $2.44K
|
13.9K
$507K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 11.16% |
$1.99K - $2.44K
|
498
$18.1K
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
50+ 0.48% |
$1.99K - $2.44K
|
10.5K
$381K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$1.91K - $2.34K
|
48
$1.75K
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.6% |
$1.67K - $2.05K
|
7.08K
$257K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
40New |
$1.59K - $1.95K
|
40
$1.45K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
40New |
$1.59K - $1.95K
|
40
$1.45K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
27+ 0.41% |
$1.07K - $1.32K
|
6.64K
$241K
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
27+ 0.1% |
$1.07K - $1.32K
|
27K
$982K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
24+ 0.26% |
$954 - $1.17K
|
9.1K
$331K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
22+ 0.2% |
$874 - $1.07K
|
11.3K
$410K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 2.33% |
$715 - $877
|
792
$28.8K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
17New |
$675 - $829
|
17
$618
|