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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
973K+ 16.66% |
$35.2M - $39.4M
|
6.81M
$240M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
295KNew |
$10.7M - $12M
|
295K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
184K+ 6305.89% |
$6.67M - $7.47M
|
187K
$6.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
164K+ 8.37% |
$5.94M - $6.66M
|
2.13M
$74.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
84.2K+ 219.45% |
$3.05M - $3.41M
|
123K
$4.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
78.1K+ 108.18% |
$2.83M - $3.17M
|
150K
$5.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
76.1K+ 76.37% |
$2.75M - $3.09M
|
176K
$6.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
71.2K+ 92.75% |
$2.58M - $2.89M
|
148K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
59.4KNew |
$2.15M - $2.41M
|
59.4K
$2.09M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
23.6KNew |
$855K - $959K
|
23.6K
$831K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.6KNew |
$635K - $712K
|
17.6K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$489K - $548K
|
13.5K
$475K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 28.71% |
$489K - $548K
|
60.6K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.4K+ 18.21% |
$483K - $542K
|
86.8K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
13KNew |
$470K - $527K
|
13K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
13K+ 81.53% |
$469K - $526K
|
28.9K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$420K - $471K
|
11.6K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
9.95KNew |
$360K - $403K
|
9.95K
$350K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
8.8K+ 166.04% |
$318K - $357K
|
14.1K
$496K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.93KNew |
$287K - $322K
|
7.93K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.93K+ 8.24% |
$287K - $322K
|
104K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.2KNew |
$224K - $251K
|
6.2K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.92K+ 12.17% |
$178K - $200K
|
45.3K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.8K+ 2.81% |
$174K - $195K
|
176K
$6.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.6K+ 48.85% |
$166K - $186K
|
14K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.31K+ 24.0% |
$156K - $175K
|
22.3K
$782K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.57K+ 6.74% |
$129K - $145K
|
56.6K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.5K+ 19.44% |
$127K - $142K
|
21.5K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.47KNew |
$89.5K - $100K
|
2.47K
$87K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.86K+ 41.66% |
$67.3K - $75.4K
|
6.33K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.35% |
$63.4K - $71.1K
|
131K
$4.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.72K+ 0.86% |
$62.2K - $69.7K
|
202K
$7.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.66KNew |
$60.1K - $67.3K
|
1.66K
$58.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.52K+ 13.6% |
$54.8K - $61.5K
|
12.7K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 3.06% |
$53.9K - $60.4K
|
50.2K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.4K+ 15.08% |
$50.6K - $56.7K
|
10.7K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.34K+ 0.38% |
$48.4K - $54.3K
|
351K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.07K+ 7.24% |
$38.7K - $43.4K
|
15.9K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
902+ 1.17% |
$32.6K - $36.6K
|
77.7K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
856+ 8.51% |
$31K - $34.7K
|
10.9K
$384K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
698+ 1.27% |
$25.3K - $28.3K
|
55.5K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
625New |
$22.6K - $25.3K
|
625
$22K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
482New |
$17.4K - $19.5K
|
482
$16.9K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
351+ 3.64% |
$12.7K - $14.2K
|
9.99K
$351K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
332+ 7.2% |
$12K - $13.5K
|
4.95K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.43% |
$10.9K - $12.2K
|
70.1K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
289+ 4.77% |
$10.5K - $11.7K
|
6.34K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
185+ 2.08% |
$6.69K - $7.5K
|
9.09K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
156+ 1560.0% |
$5.64K - $6.33K
|
166
$5.84K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 8.83% |
$4.92K - $5.51K
|
1.68K
$59K
|