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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
34.9KNew |
$1.14M - $1.31M
|
34.9K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
21.2KNew |
$690K - $797K
|
21.2K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
16.2KNew |
$527K - $608K
|
16.2K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
8.75KNew |
$285K - $329K
|
8.75K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
7.9KNew |
$257K - $297K
|
7.9K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.68KNew |
$250K - $289K
|
7.68K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$245K - $283K
|
7.51K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.1KNew |
$231K - $267K
|
7.1K
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7KNew |
$228K - $263K
|
7K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.18KNew |
$201K - $232K
|
6.18K
$231K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.78KNew |
$188K - $217K
|
5.78K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.69KNew |
$185K - $214K
|
5.69K
$213K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.67KNew |
$185K - $213K
|
5.67K
$212K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
5.53KNew |
$180K - $208K
|
5.53K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.21K+ 56.29% |
$137K - $158K
|
11.7K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
1.84K+ 0.29% |
$60K - $69.3K
|
630K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679+ 246.01% |
$22.1K - $25.6K
|
955
$35.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
678New |
$22.1K - $25.5K
|
678
$25.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
613+ 1656.76% |
$20K - $23.1K
|
650
$24.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500New |
$16.3K - $18.8K
|
500
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
466New |
$15.2K - $17.5K
|
466
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
168New |
$5.48K - $6.32K
|
168
$6.27K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
$4.07K - $4.71K
|
125
$4.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
108+ 68.35% |
$3.52K - $4.07K
|
266
$9.94K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
82+ 1.0% |
$2.67K - $3.09K
|
8.31K
$310K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
53+ 0.78% |
$1.73K - $1.99K
|
6.82K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$1.68K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
45+ 1.36% |
$1.47K - $1.69K
|
3.34K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.69% |
$1.37K - $1.58K
|
6.11K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.55% |
$326 - $376
|
1.82K
$67.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$261 - $301
|
8
$299
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$32.6 - $37.6
|
1
$37.4
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
383KNew |
$13M - $16.5M
|
383K
$14.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
234KNew |
$7.96M - $10.1M
|
234K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
156KNew |
$5.32M - $6.73M
|
156K
$5.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
65.1KNew |
$2.22M - $2.81M
|
65.1K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
35.9K+ 223.5% |
$1.22M - $1.55M
|
51.9K
$1.94M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.9K+ 159.03% |
$472K - $597K
|
22.6K
$843K
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.4K+ 61.74% |
$354K - $448K
|
27.3K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
9.69KNew |
$330K - $418K
|
9.69K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.41KNew |
$320K - $406K
|
9.41K
$352K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.4KNew |
$218K - $276K
|
6.4K
$239K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.3K+ 87.24% |
$214K - $271K
|
13.5K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.06K+ 79.6% |
$206K - $261K
|
13.7K
$511K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.36KNew |
$183K - $231K
|
5.36K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.56K+ 1462.5% |
$155K - $197K
|
4.88K
$182K
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 16.87% |
$106K - $134K
|
21.6K
$806K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
891New |
$30.3K - $38.4K
|
891
$33.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
861+ 6.65% |
$29.3K - $37.1K
|
13.8K
$516K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
666New |
$22.7K - $28.7K
|
666
$24.9K
|
|