Great Valley Advisor Group, Inc. Essential Utilities, Inc. Transaction History

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 8,515 shares of WTRG stock, worth $346,305. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,515
Previous 8,485 0.35%
Holding current value
$346,305
Previous $335,000 5.67%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$36.92 - $41.39 $1,107 - $1,241
30 Added 0.35%
8,515 $316,000
Q1 2025

May 08, 2025
SELL
$33.49 - $40.57 $15,874 - $19,230
-474 Reduced 5.29%
8,485 $335,000
Q4 2024

Feb 24, 2025
BUY
$36.18 - $40.55 $1,193 - $1,338
33 Added 0.37%
8,959 $325,000
Q3 2024

Nov 12, 2024
BUY
$36.74 - $41.49 $1,065 - $1,203
29 Added 0.33%
8,926 $344,000
Q2 2024

Jul 16, 2024
BUY
$33.88 - $39.67 $914 - $1,071
27 Added 0.3%
8,897 $332,000
Q1 2024

May 03, 2024
BUY
$34.18 - $38.66 $1,025 - $1,159
30 Added 0.34%
8,870 $328,000
Q4 2023

Feb 05, 2024
SELL
$32.59 - $37.64 $19,488 - $22,508
-598 Reduced 6.34%
8,840 $330,000
Q3 2023

Nov 06, 2023
BUY
$34.04 - $43.1 $953 - $1,206
28 Added 0.3%
9,438 $324,000
Q2 2023

Aug 10, 2023
SELL
$39.47 - $45.03 $3,512 - $4,007
-89 Reduced 0.94%
9,410 $375,000
Q4 2022

Jan 31, 2023
SELL
$39.73 - $48.74 $46,205 - $56,684
-1,163 Reduced 10.91%
9,499 $453,000
Q3 2022

Oct 21, 2022
SELL
$41.38 - $52.37 $11,048 - $13,982
-267 Reduced 2.44%
10,662 $441,000
Q2 2022

Jul 19, 2022
BUY
$41.42 - $52.59 $47,881 - $60,794
1,156 Added 11.83%
10,929 $501,000
Q1 2022

Apr 20, 2022
BUY
$44.8 - $53.13 $44 - $53
1 Added 0.01%
9,773 $500,000
Q4 2021

Feb 10, 2022
SELL
$46.24 - $53.69 $12,161 - $14,120
-263 Reduced 2.62%
9,772 $523,000
Q3 2021

Oct 14, 2021
SELL
$46.08 - $51.15 $14,423 - $16,009
-313 Reduced 3.02%
10,035 $462,000
Q2 2021

Jul 27, 2021
BUY
$44.72 - $49.09 $17,888 - $19,636
400 Added 4.02%
10,348 $472,000
Q1 2021

Apr 20, 2021
SELL
$41.5 - $48.72 $13,197 - $15,492
-318 Reduced 3.1%
9,948 $445,000
Q4 2020

Jan 29, 2021
BUY
$40.83 - $48.55 $122 - $145
3 Added 0.03%
10,266 $485,000
Q3 2020

Oct 21, 2020
BUY
$38.53 - $47.81 $77 - $95
2 Added 0.02%
10,263 $413,000
Q2 2020

Jul 31, 2020
BUY
$38.5 - $46.61 $27,912 - $33,792
725 Added 7.6%
10,261 $433,000
Q1 2020

May 15, 2020
BUY
$32.65 - $54.07 $311,350 - $515,611
9,536 New
9,536 $389,000

Others Institutions Holding WTRG

# of Institutions
760
Shares Held
224M
Call Options Held
388K
Put Options Held
139K
View Full List

About Essential Utilities, Inc.

WTRG Quotes by TradingView
  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $10.7B
  • 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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