A detailed history of Beacon Pointe Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 6,867 shares of WTRG stock, worth $264,791. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,867
Previous 8,665 20.75%
Holding current value
$264,791
Previous $321,000 20.25%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $10.1B
  • 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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