Beacon Pointe Advisors, LLC Essential Utilities, Inc. Transaction History

Beacon Pointe Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$33.88 - $39.67 $60,916 - $71,326	-1,798 Reduced 20.75%	6,867 $256,000
Q1 2024 May 14, 2024	BUY	$34.18 - $38.66 $61,113 - $69,124	1,788 Added 26.0%	8,665 $321,000
Q4 2023 Feb 08, 2024	SELL	$32.59 - $37.64 $8,082 - $9,334	-248 Reduced 3.48%	6,877 $256,000
Q3 2023 Nov 14, 2023	SELL	$34.04 - $43.1 $10,586 - $13,404	-311 Reduced 4.18%	7,125 $244,000
Q2 2023 Aug 11, 2023	SELL	$39.47 - $45.03 $17,722 - $20,218	-449 Reduced 5.69%	7,436 $296,000
Q1 2023 May 12, 2023	SELL	$40.65 - $49.0 $2,479 - $2,989	-61 Reduced 0.77%	7,885 $344,000
Q4 2022 Feb 14, 2023	SELL	$39.73 - $48.74 $9,376 - $11,502	-236 Reduced 2.88%	7,946 $379,000
Q3 2022 Nov 09, 2022	BUY	$41.38 - $52.37 $744 - $942	18 Added 0.22%	8,182 $341,000
Q2 2022 Aug 11, 2022	BUY	$41.42 - $52.59 $13,005 - $16,513	314 Added 4.0%	8,164 $375,000
Q1 2022 May 17, 2022	BUY	$44.8 - $53.13 $351,680 - $417,070	7,850 New	7,850 $401,000

670

210M

80.5K

90K

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.2B
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...

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