Cambridge Investment Research Advisors, Inc. Essential Utilities, Inc. Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 92,272 shares of WTRG stock, worth $3.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

92,272

Previous 81,554 13.14%

Holding current value

$3.58 Million

Previous $2.96 Million 23.16%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$33.49 - $40.57 $358,945 - $434,829	10,718 Added 13.14%	92,272 $3.65 Million
Q4 2024 Feb 14, 2025	BUY	$36.18 - $40.55 $29,305 - $32,845	810 Added 1.0%	81,554 $2.96 Million
Q3 2024 Oct 28, 2024	BUY	$36.74 - $41.49 $89,057 - $100,571	2,424 Added 3.09%	80,744 $3.11 Million
Q2 2024 Jul 26, 2024	SELL	$33.88 - $39.67 $8,063 - $9,441	-238 Reduced 0.3%	78,320 $2.92 Million
Q1 2024 Apr 24, 2024	SELL	$34.18 - $38.66 $24,404 - $27,603	-714 Reduced 0.9%	78,558 $2.91 Million
Q4 2023 Feb 09, 2024	BUY	$32.59 - $37.64 $296,960 - $342,975	9,112 Added 12.99%	79,272 $2.96 Million
Q3 2023 Oct 24, 2023	SELL	$34.04 - $43.1 $223,813 - $283,382	-6,575 Reduced 8.57%	70,160 $2.41 Million
Q2 2023 Jul 13, 2023	SELL	$39.47 - $45.03 $64,059 - $73,083	-1,623 Reduced 2.07%	76,735 $3.06 Million
Q1 2023 May 11, 2023	SELL	$40.65 - $49.0 $32,845 - $39,592	-808 Reduced 1.02%	78,358 $3.42 Million
Q4 2022 Feb 08, 2023	BUY	$39.73 - $48.74 $73,222 - $89,827	1,843 Added 2.38%	79,166 $3.78 Million
Q3 2022 Oct 17, 2022	SELL	$41.38 - $52.37 $61,325 - $77,612	-1,482 Reduced 1.88%	77,323 $3.2 Million
Q2 2022 Jul 13, 2022	SELL	$41.42 - $52.59 $6,047 - $7,678	-146 Reduced 0.18%	78,805 $3.61 Million
Q1 2022 May 12, 2022	BUY	$44.8 - $53.13 $234,035 - $277,551	5,224 Added 7.09%	78,951 $4.04 Million
Q4 2021 Feb 03, 2022	BUY	$46.24 - $53.69 $742,799 - $862,476	16,064 Added 27.86%	73,727 $3.96 Million
Q3 2021 Nov 02, 2021	BUY	$46.08 - $51.15 $149,760 - $166,237	3,250 Added 5.97%	57,663 $2.66 Million
Q2 2021 Aug 10, 2021	BUY	$44.72 - $49.09 $94,806 - $104,070	2,120 Added 4.05%	54,413 $2.49 Million
Q1 2021 May 07, 2021	SELL	$41.5 - $48.72 $146,951 - $172,517	-3,541 Reduced 6.34%	52,293 $2.34 Million
Q4 2020 Feb 04, 2021	BUY	$40.83 - $48.55 $17,271 - $20,536	423 Added 0.76%	55,834 $2.64 Million
Q3 2020 Oct 29, 2020	BUY	$38.53 - $47.81 $148,186 - $183,877	3,846 Added 7.46%	55,411 $2.23 Million
Q2 2020 Jul 27, 2020	BUY	$38.5 - $46.61 $62,832 - $76,067	1,632 Added 3.27%	51,565 $2.18 Million
Q1 2020 May 08, 2020	BUY	$32.65 - $54.07 $1.63 Million - $2.7 Million	49,933 New	49,933 $2.03 Million

Others Institutions Holding WTRG

# of Institutions

743

Shares Held

223M

Call Options Held

169K

Put Options Held

125K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.2B
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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Cambridge Investment Research Advisors, Inc. Essential Utilities, Inc. Transaction History