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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $41.5
|
11K
$426K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.2KNew |
$922K - $1.08M
|
27.2K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
19KNew |
$643K - $752K
|
19K
$736K
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
16K+ 3.75% |
$542K - $635K
|
443K
$17.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$536K - $627K
|
15.8K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.4KNew |
$454K - $532K
|
13.4K
$521K
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13KNew |
$441K - $517K
|
13K
$506K
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.4K+ 44.14% |
$354K - $414K
|
34.1K
$1.32M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.77KNew |
$196K - $229K
|
5.77K
$224K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.66KNew |
$158K - $185K
|
4.66K
$181K
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2K+ 86.49% |
$108K - $127K
|
6.9K
$268K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.87KNew |
$63.3K - $74.1K
|
1.87K
$72.6K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.77KNew |
$59.8K - $70.1K
|
1.77K
$68.6K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
842New |
$28.5K - $33.4K
|
842
$32.7K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
380New |
$12.9K - $15.1K
|
380
$14.8K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371New |
$12.6K - $14.7K
|
371
$14.4K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$10.9K - $12.7K
|
321
$12.5K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
239+ 4.39% |
$8.1K - $9.48K
|
5.69K
$221K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161New |
$5.45K - $6.39K
|
161
$6.25K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$4.24K - $4.96K
|
125
$4.85K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
107+ 0.75% |
$3.63K - $4.24K
|
14.3K
$555K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 6.87% |
$2.13K - $2.5K
|
980
$38.1K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$2.13K - $2.5K
|
63
$2.45K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
59New |
$2K - $2.34K
|
59
$2.29K
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
57+ 0.73% |
$1.93K - $2.26K
|
7.91K
$307K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.08K - $1.27K
|
32
$1.24K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17New |
$576 - $674
|
17
$660
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 1.17% |
$474 - $555
|
1.22K
$47.2K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 1.15% |
$33.9 - $39.7
|
88
$3.42K
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.07MNew |
$70.7M - $80M
|
2.07M
$80.3M
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16.8K+ 155.08% |
$574K - $649K
|
27.6K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1KNew |
$482K - $545K
|
14.1K
$548K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$193K - $218K
|
5.64K
$219K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.54KNew |
$189K - $214K
|
5.54K
$215K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.46KNew |
$187K - $211K
|
5.46K
$212K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.22K+ 1.06% |
$144K - $163K
|
402K
$15.6M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 5.4% |
$85.5K - $96.6K
|
48.8K
$1.89M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$79.8K - $90.3K
|
2.34K
$90.7K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.73K+ 28.4% |
$59K - $66.7K
|
7.8K
$303K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
862New |
$29.5K - $33.3K
|
862
$33.5K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
768+ 1.63% |
$26.3K - $29.7K
|
48K
$1.86M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
625New |
$21.4K - $24.2K
|
625
$24.3K
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
367+ 1.39% |
$12.5K - $14.2K
|
26.8K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$12.6K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$12.6K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$6.84K - $7.73K
|
200
$7.77K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
174New |
$5.95K - $6.73K
|
174
$6.76K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$1.03K - $1.16K
|
30
$1.16K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.85% |
$342 - $387
|
1.19K
$46.3K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 66.67% |
$273 - $309
|
20
$777
|