Lpl Financial LLC Essential Utilities, Inc. Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 277,528 shares of WTRG stock, worth $10.8 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

277,528

Previous 279,498 0.7%

Holding current value

$10.8 Million

Previous $10.4 Million 2.57%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$36.74 - $41.49 $72,377 - $81,735	-1,970 Reduced 0.7%	277,528 $10.7 Million
Q2 2024 Aug 07, 2024	BUY	$33.88 - $39.67 $278,900 - $326,563	8,232 Added 3.03%	279,498 $10.4 Million
Q1 2024 May 10, 2024	BUY	$34.18 - $38.66 $413,304 - $467,476	12,092 Added 4.67%	271,266 $10.1 Million
Q4 2023 Feb 14, 2024	BUY	$32.59 - $37.64 $760,422 - $878,254	23,333 Added 9.89%	259,174 $9.68 Million
Q3 2023 Nov 13, 2023	BUY	$34.04 - $43.1 $999,822 - $1.27 Million	29,372 Added 14.23%	235,841 $8.1 Million
Q2 2023 Jul 31, 2023	SELL	$39.47 - $45.03 $507,702 - $579,220	-12,863 Reduced 5.86%	206,469 $8.24 Million
Q1 2023 May 10, 2023	BUY	$40.65 - $49.0 $4.92 Million - $5.93 Million	121,119 Added 123.32%	219,332 $9.57 Million
Q4 2022 Feb 07, 2023	BUY	$39.73 - $48.74 $93,603 - $114,831	2,356 Added 2.46%	98,213 $4.69 Million
Q3 2022 Nov 14, 2022	BUY	$41.38 - $52.37 $110,567 - $139,932	2,672 Added 2.87%	95,857 $3.97 Million
Q2 2022 Aug 12, 2022	BUY	$41.42 - $52.59 $19,343 - $24,559	467 Added 0.5%	93,185 $4.27 Million
Q1 2022 May 16, 2022	SELL	$44.8 - $53.13 $59,763 - $70,875	-1,334 Reduced 1.42%	92,718 $4.74 Million
Q4 2021 Feb 14, 2022	BUY	$46.24 - $53.69 $480,156 - $557,516	10,384 Added 12.41%	94,052 $5.05 Million
Q3 2021 Nov 15, 2021	BUY	$46.08 - $51.15 $314,496 - $349,098	6,825 Added 8.88%	83,668 $3.86 Million
Q2 2021 Aug 13, 2021	BUY	$44.72 - $49.09 $258,526 - $283,789	5,781 Added 8.14%	76,843 $3.51 Million
Q1 2021 May 14, 2021	BUY	$41.5 - $48.72 $173,179 - $203,308	4,173 Added 6.24%	71,062 $3.18 Million
Q4 2020 Feb 12, 2021	BUY	$40.83 - $48.55 $196,188 - $233,282	4,805 Added 7.74%	66,889 $3.16 Million
Q3 2020 Nov 09, 2020	BUY	$38.53 - $47.81 $13,177 - $16,351	342 Added 0.55%	62,084 $2.5 Million
Q2 2020 Aug 13, 2020	SELL	$38.5 - $46.61 $161,238 - $195,202	-4,188 Reduced 6.35%	61,742 $2.61 Million
Q1 2020 May 14, 2020	BUY	$32.65 - $54.07 $2.15 Million - $3.56 Million	65,930 New	65,930 $2.68 Million

Others Institutions Holding WTRG

# of Institutions

670

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 $10.2B
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...

More about WTRG

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Lpl Financial LLC Essential Utilities, Inc. Transaction History