Raymond James Financial Services Advisors, Inc. Essential Utilities, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 83,881 shares of WTRG stock, worth $3.33 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

83,881

Previous 58,070 44.45%

Holding current value

$3.33 Million

Previous $2.17 Million 49.24%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$36.74 - $41.49 $948,296 - $1.07 Million	25,811 Added 44.45%	83,881 $3.23 Million
Q2 2024 Jul 19, 2024	SELL	$33.88 - $39.67 $194,267 - $227,467	-5,734 Reduced 8.99%	58,070 $2.17 Million
Q1 2024 Apr 22, 2024	BUY	$34.18 - $38.66 $56,055 - $63,402	1,640 Added 2.64%	63,804 $2.36 Million
Q4 2023 Jan 16, 2024	BUY	$32.59 - $37.64 $58,890 - $68,015	1,807 Added 2.99%	62,164 $2.32 Million
Q3 2023 Oct 24, 2023	SELL	$34.04 - $43.1 $689,990 - $873,637	-20,270 Reduced 25.14%	60,357 $2.07 Million
Q2 2023 Jul 25, 2023	BUY	$39.47 - $45.03 $412,816 - $470,968	10,459 Added 14.91%	80,627 $3.22 Million
Q1 2023 Apr 14, 2023	SELL	$40.65 - $49.0 $68,170 - $82,173	-1,677 Reduced 2.33%	70,168 $3.06 Million
Q4 2022 Feb 08, 2023	SELL	$39.73 - $48.74 $236,472 - $290,100	-5,952 Reduced 7.65%	71,845 $3.43 Million
Q3 2022 Oct 25, 2022	BUY	$41.38 - $52.37 $68,194 - $86,305	1,648 Added 2.16%	77,797 $3.22 Million
Q2 2022 Aug 12, 2022	SELL	$41.42 - $52.59 $54,508 - $69,208	-1,316 Reduced 1.7%	76,149 $3.49 Million
Q1 2022 May 11, 2022	SELL	$44.8 - $53.13 $140,537 - $166,668	-3,137 Reduced 3.89%	77,465 $3.96 Million
Q4 2021 Feb 08, 2022	BUY	$46.24 - $53.69 $50,679 - $58,844	1,096 Added 1.38%	80,602 $4.33 Million
Q3 2021 Nov 02, 2021	SELL	$46.08 - $51.15 $130,544 - $144,907	-2,833 Reduced 3.44%	79,506 $3.66 Million
Q2 2021 Aug 11, 2021	BUY	$44.72 - $49.09 $67,750 - $74,371	1,515 Added 1.87%	82,339 $3.76 Million
Q1 2021 May 14, 2021	BUY	$41.5 - $48.72 $85,407 - $100,265	2,058 Added 2.61%	80,824 $3.62 Million
Q4 2020 Feb 12, 2021	SELL	$40.83 - $48.55 $621,636 - $739,173	-15,225 Reduced 16.2%	78,766 $3.73 Million
Q3 2020 Nov 04, 2020	BUY	$38.53 - $47.81 $117,054 - $145,246	3,038 Added 3.34%	93,991 $3.78 Million
Q2 2020 Jul 17, 2020	SELL	$38.5 - $46.61 $383,922 - $464,794	-9,972 Reduced 9.88%	90,953 $3.84 Million
Q1 2020 Apr 21, 2020	BUY	$32.65 - $54.07 $3.3 Million - $5.46 Million	100,925 New	100,925 $4.11 Million

Others Institutions Holding WTRG

# of Institutions

675

Shares Held

218M

Call Options Held

39.8K

Put Options Held

76.9K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.4B
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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Raymond James Financial Services Advisors, Inc. Essential Utilities, Inc. Transaction History