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 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.52K+ 13.6% |
$54.8K - $61.5K
|
12.7K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.13KNew |
$40.7K - $45.6K
|
1.13K
$43.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
720New |
$26K - $29.2K
|
720
$27.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
625New |
$22.6K - $25.3K
|
625
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
482New |
$17.4K - $19.5K
|
482
$18.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300New |
$10.9K - $12.2K
|
300
$11.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.05K - $10.1K
|
250
$9.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
140New |
$5.07K - $5.68K
|
140
$5.36K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
138New |
$4.99K - $5.6K
|
138
$5.28K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 8.83% |
$4.92K - $5.51K
|
1.68K
$64.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
115New |
$4.16K - $4.66K
|
115
$4.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77New |
$2.79K - $3.12K
|
77
$2.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 85.53% |
$2.35K - $2.64K
|
141
$5.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.91K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
43+ 0.15% |
$1.56K - $1.74K
|
28.4K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 5.97% |
$760 - $852
|
373
$14.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$507 - $568
|
14
$536
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7New |
$253 - $284
|
7
$268
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$181 - $203
|
5
$191
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$109 - $122
|
3
$115
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$72.4 - $81.1
|
2
$76.6
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
204KNew |
$7.5M - $8.47M
|
204K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
108KNew |
$3.98M - $4.49M
|
108K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98.1KNew |
$3.61M - $4.07M
|
98.1K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.8K+ 44.45% |
$948K - $1.07M
|
83.9K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
21KNew |
$773K - $873K
|
21K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
16.1KNew |
$591K - $668K
|
16.1K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
12.9KNew |
$476K - $537K
|
12.9K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.7KNew |
$429K - $485K
|
11.7K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.4KNew |
$381K - $430K
|
10.4K
$397K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.68KNew |
$282K - $319K
|
7.68K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.24KNew |
$266K - $300K
|
7.24K
$277K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.1K+ 710.0% |
$261K - $295K
|
8.1K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.17KNew |
$227K - $256K
|
6.17K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$225K - $254K
|
6.12K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.75KNew |
$211K - $239K
|
5.75K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.5KNew |
$202K - $228K
|
5.5K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.3K+ 22.67% |
$195K - $220K
|
28.7K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
2.08KNew |
$76.5K - $86.4K
|
2.08K
$79.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.69KNew |
$62.2K - $70.2K
|
1.69K
$64.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.5K+ 15.7% |
$55.1K - $62.2K
|
11.1K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.3KNew |
$47.7K - $53.9K
|
1.3K
$49.7K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.18K+ 33.02% |
$43.4K - $49K
|
4.75K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
800New |
$29.4K - $33.2K
|
800
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
383+ 3.62% |
$14.1K - $15.9K
|
11K
$420K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
337+ 4.38% |
$12.4K - $14K
|
8.02K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
327New |
$12K - $13.6K
|
327
$12.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
227+ 1418.75% |
$8.34K - $9.42K
|
243
$9.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
184New |
$6.76K - $7.63K
|
184
$7.04K
|
|