A detailed history of Atria Wealth Solutions, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,597 shares of WTRG stock, worth $763,530. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,597
Previous 22,043 6.56%
Holding current value
$763,530
Previous $823,000 7.29%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$34.18 - $38.66 $49,424 - $55,902
-1,446 Reduced 6.56%
20,597 $763,000
Q4 2023

Feb 02, 2024

BUY
$32.59 - $37.64 $444,201 - $513,033
13,630 Added 162.01%
22,043 $823,000
Q3 2023

Nov 08, 2023

BUY
$34.04 - $43.1 $6,025 - $7,628
177 Added 2.15%
8,413 $288,000
Q2 2023

Aug 03, 2023

SELL
$39.47 - $45.03 $326,298 - $372,263
-8,267 Reduced 50.09%
8,236 $328,000
Q1 2023

Aug 22, 2023

BUY
$40.65 - $49.0 $5,081 - $6,125
125 Added 1.52%
8,361 $364,000
Q1 2023

Jun 14, 2023

BUY
$40.65 - $49.0 $330,972 - $398,958
8,142 Added 97.38%
16,503 $720,000
Q1 2023

May 10, 2023

SELL
$40.65 - $49.0 $341,378 - $411,502
-8,398 Reduced 50.11%
8,361 $364,000
Q4 2022

Aug 30, 2023

BUY
$39.73 - $48.74 $328,447 - $402,933
8,267 Added 100.38%
16,503 $787,000
Q4 2022

Feb 13, 2023

BUY
$39.73 - $48.74 $194,676 - $238,826
4,900 Added 41.32%
16,759 $799,000
Q3 2022

Feb 13, 2023

SELL
$41.38 - $52.37 $498,132 - $630,430
-12,038 Reduced 50.37%
11,859 $490,000
Q3 2022

Nov 14, 2022

BUY
$41.38 - $52.37 $274,059 - $346,846
6,623 Added 38.34%
23,897 $1.06 Million
Q2 2022

Aug 15, 2022

BUY
$41.42 - $52.59 $150,644 - $191,269
3,637 Added 26.67%
17,274 $792,000
Q1 2022

May 16, 2022

BUY
$44.8 - $53.13 $610,937 - $724,533
13,637 New
13,637 $697,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $9.72B
  • 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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