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
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15+ 0.07% |
$596 - $731
|
22.7K
$827K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12New |
$477 - $585
|
12
$436
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12New |
$477 - $585
|
12
$436
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 78.57% |
$437 - $536
|
25
$909
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.11% |
$437 - $536
|
9.78K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
10+ 0.01% |
$397 - $487
|
79.7K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.07% |
$397 - $487
|
14.9K
$542K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 13.64% |
$358 - $439
|
75
$2.73K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$318 - $390
|
8
$291
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$278 - $341
|
7
$255
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.33% |
$278 - $341
|
2.1K
$76.3K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$238 - $292
|
6
$218
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$238 - $292
|
1.78K
$64.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.3% |
$238 - $292
|
469
$17.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$199 - $244
|
5.28K
$192K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$199 - $244
|
5
$182
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.05% |
$159 - $195
|
7.85K
$285K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.53% |
$159 - $195
|
753
$27.4K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.02% |
$159 - $195
|
22.2K
$807K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.63% |
$79.5 - $97.5
|
322
$11.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.7% |
$79.5 - $97.5
|
288
$10.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.02% |
$79.5 - $97.5
|
9.04K
$329K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.16% |
$79.5 - $97.5
|
1.25K
$45.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
2+ 1.43% |
$79.5 - $97.5
|
142
$5.16K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.25% |
$39.7 - $48.7
|
406
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.7 - $48.7
|
1
$36.4
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.89% |
$39.7 - $48.7
|
113
$4.11K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1New |
$39.7 - $48.7
|
1
$36.4
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$39.7 - $48.7
|
27.7K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 1.43% |
$39.7 - $48.7
|
71
$2.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.45% |
$39.7 - $48.7
|
220
$8K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.3% |
$39.7 - $48.7
|
336
$12.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-3- 5.17% |
$119 - $146
|
55
$2K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 2.73% |
$119 - $146
|
107
$3.89K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4- 0.04% |
$159 - $195
|
10.8K
$392K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 1.05% |
$199 - $244
|
473
$17.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 4.96% |
$238 - $292
|
115
$4.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 0.15% |
$397 - $487
|
6.48K
$236K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-16- 0.27% |
$636 - $780
|
5.86K
$213K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-18- 3.33% |
$715 - $877
|
523
$19K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-24- 0.08% |
$954 - $1.17K
|
31.4K
$1.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 45.76% |
$1.07K - $1.32K
|
32
$1.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.14% |
$1.11K - $1.36K
|
20K
$726K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37- 26.06% |
$1.47K - $1.8K
|
105
$3.82K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-43- 0.39% |
$1.71K - $2.1K
|
11K
$400K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-44Closed |
$1.75K - $2.14K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-44- 0.03% |
$1.75K - $2.14K
|
166K
$6.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-57- 15.97% |
$2.26K - $2.78K
|
300
$10.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-76- 6.93% |
$3.02K - $3.7K
|
1.02K
$37.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-89- 0.61% |
$3.54K - $4.34K
|
14.5K
$529K
|