Anchor Investment Management, LLC Essential Utilities, Inc. Transaction History

Anchor Investment Management, LLC

$1.06 Trillion
Q3 2024

A detailed history of Anchor Investment Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Anchor Investment Management, LLC holds 6,470 shares of WTRG stock, worth $259,511. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,470

Previous 6,444 0.4%

Holding current value

$259,511

Previous $241 Million 3.73%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 21, 2024	BUY	$36.74 - $41.49 $955 - $1,078	26 Added 0.4%	6,470 $250 Million
Q2 2024 Sep 20, 2024	BUY	$33.88 - $39.67 $847 - $991	25 Added 0.39%	6,444 $241 Million
Q1 2024 May 15, 2024	BUY	$34.18 - $38.66 $888 - $1,005	26 Added 0.41%	6,419 $238 Million
Q4 2023 Jan 02, 2024	BUY	$32.59 - $37.64 $208,347 - $240,632	6,393 New	6,393 $239 Million
Q3 2023 Jan 02, 2024	BUY	$34.04 - $43.1 $851 - $1,077	25 Added 0.39%	6,367 $219 Million
Q2 2023 Jan 02, 2024	BUY	$39.47 - $45.03 $828 - $945	21 Added 0.33%	6,342 $253 Million
Q1 2023 Jan 02, 2024	SELL	$40.65 - $49.0 $53,861 - $64,925	-1,325 Reduced 17.33%	6,321 $276 Million
Q4 2022 Jan 02, 2024	BUY	$39.73 - $48.74 $49,781 - $61,071	1,253 Added 19.6%	7,646 $365 Million
Q3 2022 Jan 02, 2024	BUY	$41.38 - $52.37 $51,849 - $65,619	1,253 Added 19.6%	7,646 $316 Million
Q1 2022 Jan 02, 2024	BUY	$44.8 - $53.13 $69,440 - $82,351	1,550 Added 25.43%	7,646 $391 Million
Q3 2021 Jan 02, 2024	SELL	$46.08 - $51.15 $13,685 - $15,191	-297 Reduced 4.65%	6,096 $281 Million
Q4 2020 Jan 02, 2024	SELL	$40.83 - $48.55 $10,738 - $12,768	-263 Reduced 3.42%	7,421 $351 Million
Q3 2020 Jan 02, 2024	BUY	$38.53 - $47.81 $49,742 - $61,722	1,291 Added 20.19%	7,684 $309 Million
Q1 2020 Jan 02, 2024	BUY	$32.65 - $54.07 $163 - $270	5 Added 0.07%	7,684 $313 Million
Q3 2019 Jan 02, 2024	BUY	$40.84 - $45.24 $52,520 - $58,178	1,286 Added 20.12%	7,679 $344 Million
Q1 2019 Jan 02, 2024	BUY	$32.83 - $37.52 $33,650 - $38,458	1,025 Added 15.18%	7,779 $283 Million
Q3 2018 Jan 02, 2024	BUY	$35.44 - $38.02 $12,793 - $13,725	361 Added 5.65%	6,754 $249 Million
Q2 2018 Jan 03, 2024	BUY	$33.13 - $35.69 $15,272 - $16,453	461 Added 7.21%	6,854 $241 Million
Q4 2017 Jan 03, 2024	BUY	$33.63 - $39.33 $125,809 - $147,133	3,741 Added 116.43%	6,954 $273 Million
Q2 2017 Jan 03, 2024	SELL	N/A	-3,180 Reduced 49.74%	3,213 $107 Million
Q1 2017 Jan 03, 2024	SELL	N/A	-100 Reduced 2.93%	3,313 $107 Million
Q3 2016 Jan 03, 2024	SELL	N/A	-100 Reduced 2.85%	3,413 $104 Million
Q2 2016 Jan 03, 2024	SELL	N/A	-2,880 Reduced 45.05%	3,513 $125 Million
Q1 2016 Jan 03, 2024	SELL	N/A	-2,780	3,613 $115 Million

Others Institutions Holding WTRG

# of Institutions

671

Shares Held

210M

Call Options Held

80.5K

Put Options Held

90K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.5B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

More about WTRG

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Anchor Investment Management, LLC Essential Utilities, Inc. Transaction History