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 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-632- 8.89% |
$25.1K - $30.8K
|
6.48K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-668- 10.15% |
$26.5K - $32.6K
|
5.91K
$215K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-684- 47.53% |
$27.2K - $33.3K
|
755
$27.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-686- 2.4% |
$27.3K - $33.4K
|
27.9K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-690- 4.41% |
$27.4K - $33.6K
|
14.9K
$543K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-700- 2.56% |
$27.8K - $34.1K
|
26.6K
$967K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-706- 18.43% |
$28K - $34.4K
|
3.12K
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-710- 7.46% |
$28.2K - $34.6K
|
8.8K
$320K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-746- 22.15% |
$29.6K - $36.4K
|
2.62K
$95.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-750- 8.53% |
$29.8K - $36.6K
|
8.04K
$292K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-758- 3.44% |
$30.1K - $36.9K
|
21.3K
$774K
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-800- 25.14% |
$31.8K - $39K
|
2.38K
$86.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-800- 0.59% |
$31.8K - $39K
|
134K
$4.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-804- 13.51% |
$31.9K - $39.2K
|
5.15K
$187K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-821- 3.71% |
$32.6K - $40K
|
21.3K
$774K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-906- 7.15% |
$36K - $44.2K
|
11.8K
$428K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-930- 12.07% |
$36.9K - $45.3K
|
6.78K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-969- 27.49% |
$38.5K - $47.2K
|
2.56K
$92.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-990- 13.17% |
$39.3K - $48.3K
|
6.53K
$237K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.02K- 5.04% |
$40.5K - $49.7K
|
19.2K
$698K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.03K- 77.25% |
$41K - $50.3K
|
304
$11.1K
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.05K- 18.92% |
$41.8K - $51.3K
|
4.51K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 2.26% |
$44.6K - $54.7K
|
48.5K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.12K- 0.64% |
$44.6K - $54.7K
|
174K
$6.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 1.19% |
$44.9K - $55.1K
|
93.9K
$3.42M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 14.77% |
$45.4K - $55.7K
|
6.59K
$240K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.15K- 6.14% |
$45.7K - $56.1K
|
17.6K
$640K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.16K- 10.91% |
$46.2K - $56.7K
|
9.5K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.2K- 7.52% |
$47.5K - $58.3K
|
14.7K
$534K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.34K- 21.84% |
$53.2K - $65.3K
|
4.79K
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.4K- 4.78% |
$55.5K - $68.1K
|
27.8K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.45K- 4.83% |
$57.6K - $70.6K
|
28.6K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
SELL
|
- |
-1.45K- 7.56% |
$57.6K - $70.7K
|
17.7K
$645K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.59K- 1.48% |
$63K - $77.3K
|
106K
$3.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.62K- 3.59% |
$64.2K - $78.8K
|
43.3K
$1.58M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.77K- 19.84% |
$70.2K - $86.1K
|
7.14K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.79K- 0.16% |
$71.1K - $87.2K
|
1.1M
$39.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.79K- 0.93% |
$71.2K - $87.4K
|
190K
$6.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.79K- 0.93% |
$71.2K - $87.4K
|
190K
$6.91M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.8K- 2.47% |
$71.4K - $87.5K
|
71.1K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.86K- 85.05% |
$73.9K - $90.7K
|
327
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.88K- 1.21% |
$74.8K - $91.8K
|
154K
$5.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.98K- 28.3% |
$78.8K - $96.7K
|
5.03K
$183K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2K- 19.27% |
$79.4K - $97.4K
|
8.37K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.2K- 21.0% |
$87.4K - $107K
|
8.27K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.26K- 6.58% |
$89.8K - $110K
|
32.1K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.27K- 8.8% |
$90.2K - $111K
|
23.5K
$855K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.3K- 8.35% |
$91.3K - $112K
|
25.2K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.3K- 9.96% |
$91.4K - $112K
|
20.8K
$756K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.45K- 1.01% |
$97.3K - $119K
|
241K
$8.77M
|