Latest Institutional Purchases of Essential Utilities, Inc. (WTRG)
This list provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.82M+ 25.49% |
$66.9M - $72.7M
|
8.97M
$350M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
240K+ 726.18% |
$8.8M - $9.56M
|
273K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
182K+ 351.4% |
$6.7M - $7.27M
|
234K
$9.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
107K+ 48.35% |
$3.94M - $4.28M
|
329K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
80.1K+ 3.15% |
$2.94M - $3.2M
|
2.62M
$102M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64.3K+ 14.3% |
$2.36M - $2.57M
|
514K
$20.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
61.7K+ 40.18% |
$2.27M - $2.46M
|
215K
$8.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
48KNew |
$1.76M - $1.91M
|
48K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
43.6K+ 66.26% |
$1.6M - $1.74M
|
109K
$4.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.7KNew |
$1.39M - $1.51M
|
37.7K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
31.6K+ 5.81% |
$1.16M - $1.26M
|
576K
$22.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
27.6K+ 11.21% |
$1.01M - $1.1M
|
273K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
27.3KNew |
$1M - $1.09M
|
27.3K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
24.5K+ 155.96% |
$899K - $976K
|
40.2K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.3K+ 55.54% |
$746K - $810K
|
56.9K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
17.5K+ 15.87% |
$643K - $698K
|
128K
$4.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17.5K+ 369.3% |
$641K - $697K
|
22.2K
$866K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.7K+ 22.33% |
$613K - $665K
|
91.3K
$3.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
14.4K+ 41.74% |
$528K - $574K
|
48.8K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$519K - $563K
|
14.1K
$551K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
13.4K+ 1261.77% |
$492K - $535K
|
14.5K
$564K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.4K+ 59.69% |
$382K - $415K
|
27.8K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9.75K+ 8.23% |
$358K - $389K
|
128K
$5.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
9.47KNew |
$348K - $378K
|
9.47K
$369K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
8.19K+ 12.1% |
$301K - $327K
|
75.8K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.6KNew |
$279K - $303K
|
7.6K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.4KNew |
$272K - $295K
|
7.4K
$289K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.26KNew |
$267K - $290K
|
7.26K
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.79KNew |
$249K - $271K
|
6.79K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.76K+ 46.16% |
$248K - $270K
|
21.4K
$836K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.93KNew |
$218K - $237K
|
5.93K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.93KNew |
$218K - $237K
|
5.93K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5.8KNew |
$213K - $232K
|
5.8K
$226K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.56K+ 12.08% |
$204K - $222K
|
51.6K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
5.5K+ 7.58% |
$202K - $219K
|
78.1K
$3.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.37KNew |
$197K - $214K
|
5.37K
$209K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.23KNew |
$192K - $209K
|
5.23K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.21KNew |
$191K - $208K
|
5.21K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.07KNew |
$186K - $202K
|
5.07K
$198K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
4.99K+ 6.33% |
$183K - $199K
|
83.8K
$3.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.7K+ 34.85% |
$173K - $187K
|
18.2K
$710K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.48K+ 64.87% |
$165K - $179K
|
11.4K
$445K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
4.35K+ 60.45% |
$160K - $174K
|
11.5K
$451K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
4.25K+ 14.99% |
$156K - $170K
|
32.6K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
4.05K+ 6.51% |
$149K - $162K
|
66.3K
$2.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
3.98K+ 7.58% |
$146K - $159K
|
56.5K
$2.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.61K+ 76.13% |
$133K - $144K
|
8.36K
$326K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.55K+ 44.0% |
$131K - $142K
|
11.6K
$454K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
3.41KNew |
$125K - $136K
|
3.41K
$133K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.89KNew |
$106K - $115K
|
2.89K
$113K
|