Purchases and Sales Made in Q4 2023 in Essential Utilities, Inc. (WTRG)
This table provides information about the institutional ownership of Essential Utilities, Inc. (WTRG) during Q4 2023. 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 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
325+ 78.88% |
$10.6K - $12.2K
|
737
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
317+ 68.91% |
$10.3K - $11.9K
|
777
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.72% |
$9.78K - $11.3K
|
42.1K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
294+ 0.53% |
$9.58K - $11.1K
|
55.5K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
279+ 75.61% |
$9.09K - $10.5K
|
648
$23K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
255+ 1.24% |
$8.31K - $9.6K
|
20.8K
$740K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
242New |
$7.89K - $9.11K
|
242
$8.59K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
241+ 4016.67% |
$7.85K - $9.07K
|
247
$8.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
228+ 0.3% |
$7.43K - $8.58K
|
75.8K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
212+ 4240.0% |
$6.91K - $7.98K
|
217
$7.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
176+ 7.74% |
$5.74K - $6.62K
|
2.45K
$87K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
168New |
$5.48K - $6.32K
|
168
$5.96K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
156+ 0.67% |
$5.08K - $5.87K
|
23.5K
$832K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
144+ 1.95% |
$4.69K - $5.42K
|
7.53K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 15.26% |
$4.14K - $4.78K
|
959
$34K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
$4.07K - $4.71K
|
125
$4.44K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
123+ 0.12% |
$4.01K - $4.63K
|
105K
$3.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
121+ 11.71% |
$3.94K - $4.55K
|
1.15K
$40.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
118+ 16.12% |
$3.85K - $4.44K
|
850
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
115New |
$3.75K - $4.33K
|
115
$4.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
108+ 68.35% |
$3.52K - $4.07K
|
266
$9.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
105+ 72.41% |
$3.42K - $3.95K
|
250
$8.87K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
104+ 0.76% |
$3.39K - $3.91K
|
13.8K
$488K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
103+ 0.0% |
$3.36K - $3.88K
|
28M
$993M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
100+ 1.65% |
$3.26K - $3.76K
|
6.17K
$219K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
93New |
$3.03K - $3.5K
|
93
$3.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.85% |
$2.93K - $3.39K
|
10.7K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
86New |
$2.8K - $3.24K
|
86
$3.05K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
82+ 1.0% |
$2.67K - $3.09K
|
8.31K
$295K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
71+ 0.85% |
$2.31K - $2.67K
|
8.43K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
53+ 0.78% |
$1.73K - $1.99K
|
6.82K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
53+ 0.19% |
$1.73K - $1.99K
|
27.4K
$973K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
49+ 1.05% |
$1.6K - $1.84K
|
4.7K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
46+ 0.23% |
$1.5K - $1.73K
|
20.4K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
45+ 1.36% |
$1.47K - $1.69K
|
3.34K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$1.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
44+ 0.71% |
$1.43K - $1.66K
|
6.22K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.69% |
$1.37K - $1.58K
|
6.11K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
40+ 0.12% |
$1.3K - $1.51K
|
32.5K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
38+ 0.01% |
$1.24K - $1.43K
|
268K
$9.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34New |
$1.11K - $1.28K
|
34
$1.21K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
32+ 3.07% |
$1.04K - $1.2K
|
1.07K
$38.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.04K - $1.2K
|
32
$1.14K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
32+ 3.07% |
$1.04K - $1.2K
|
1.07K
$38.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27New |
$880 - $1.02K
|
27
$958
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 0.83% |
$782 - $903
|
2.91K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
24+ 0.99% |
$782 - $903
|
2.45K
$86.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 0.2% |
$652 - $753
|
10K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18+ 0.6% |
$587 - $678
|
3K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
18+ 0.84% |
$587 - $678
|
2.17K
$76.8K
|