Lindbrook Capital, LLC Essential Utilities, Inc. Transaction History

Lindbrook Capital, LLC

$1.18 Billion
Q3 2024

A detailed history of Lindbrook Capital, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Lindbrook Capital, LLC holds 922 shares of WTRG stock, worth $35,589. This represents 0.0% of its overall portfolio holdings.

Number of Shares

922

Previous 939 1.81%

Holding current value

$35,589

Previous $35,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$36.74 - $41.49 $624 - $705	-17 Reduced 1.81%	922 $35,000
Q2 2024 Jul 31, 2024	BUY	$33.88 - $39.67 $101 - $119	3 Added 0.32%	939 $35,000
Q1 2024 Apr 25, 2024	BUY	$34.18 - $38.66 $6,801 - $7,693	199 Added 27.0%	936 $34,000
Q4 2023 Jan 31, 2024	BUY	$32.59 - $37.64 $10,591 - $12,233	325 Added 78.88%	737 $27,000
Q3 2023 Oct 25, 2023	BUY	$34.04 - $43.1 $11,471 - $14,524	337 Added 449.33%	412 $14,000
Q2 2023 Jul 28, 2023	SELL	$39.47 - $45.03 $6,512 - $7,429	-165 Reduced 68.75%	75 $2,000
Q1 2023 Apr 26, 2023	SELL	$40.65 - $49.0 $853 - $1,029	-21 Reduced 8.05%	240 $10,000
Q4 2022 Jan 24, 2023	BUY	$39.73 - $48.74 $4,926 - $6,043	124 Added 90.51%	261 $0
Q3 2022 Nov 10, 2022	SELL	$41.38 - $52.37 $1,737 - $2,199	-42 Reduced 23.46%	137 $6,000
Q2 2022 Aug 01, 2022	SELL	$41.42 - $52.59 $289 - $368	-7 Reduced 3.76%	179 $8,000
Q1 2022 Apr 21, 2022	BUY	$44.8 - $53.13 $1,075 - $1,275	24 Added 14.81%	186 $10,000
Q4 2021 Jan 18, 2022	SELL	$46.24 - $53.69 $2,127 - $2,469	-46 Reduced 22.12%	162 $9,000
Q3 2021 Nov 05, 2021	BUY	$46.08 - $51.15 $2,119 - $2,352	46 Added 28.4%	208 $10,000
Q2 2021 Jul 27, 2021	SELL	$44.72 - $49.09 $1,162 - $1,276	-26 Reduced 13.83%	162 $7,000
Q1 2021 Apr 28, 2021	BUY	$41.5 - $48.72 $415 - $487	10 Added 5.62%	188 $8,000
Q4 2020 Jan 27, 2021	BUY	$40.83 - $48.55 $653 - $776	16 Added 9.88%	178 $8,000
Q2 2020 Jul 27, 2020	BUY	$38.5 - $46.61 $962 - $1,165	25 Added 18.25%	162 $7,000
Q1 2020 Apr 22, 2020	BUY	$32.65 - $54.07 $4,473 - $7,407	137 New	137 $6,000

Others Institutions Holding WTRG

# of Institutions

671

Shares Held

210M

Call Options Held

80.5K

Put Options Held

90K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.1B
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...

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Lindbrook Capital, LLC Essential Utilities, Inc. Transaction History