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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
117+ 1.5% |
$4.76K - $5.73K
|
7.89K
$313K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
61+ 14.19% |
$2.48K - $2.99K
|
491
$19.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.44% |
$854 - $1.03K
|
4.79K
$190K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$569 - $686
|
8.39K
$333K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$40.7 - $49
|
4.83K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$40.7 - $49
|
1
$39.7
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.01% |
$40.7 - $49
|
7.33K
$291K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
158KNew |
$6.26M - $7.68M
|
158K
$6.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
56.1K+ 6200.0% |
$2.23M - $2.73M
|
57K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
52.7K+ 238.23% |
$2.09M - $2.57M
|
74.8K
$2.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
36.2K+ 52.5% |
$1.44M - $1.76M
|
105K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
30.3K+ 2.78% |
$1.21M - $1.48M
|
1.12M
$44.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
30K+ 81.08% |
$1.19M - $1.46M
|
67K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.1KNew |
$482K - $591K
|
12.1K
$482K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
9.88KNew |
$393K - $482K
|
9.88K
$392K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
6.25KNew |
$248K - $305K
|
6.25K
$248K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.41K+ 4.91% |
$215K - $264K
|
115K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.38KNew |
$214K - $262K
|
5.38K
$214K
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$210K - $257K
|
5.28K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
4.85KNew |
$193K - $236K
|
4.85K
$192K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.76KNew |
$189K - $232K
|
4.76K
$189K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.74KNew |
$188K - $231K
|
4.74K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.69KNew |
$186K - $229K
|
4.69K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$183K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$182K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
4.47KNew |
$178K - $218K
|
4.47K
$177K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.4KNew |
$175K - $214K
|
4.4K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
4.3KNew |
$171K - $210K
|
4.3K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$170K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$170K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.11KNew |
$163K - $200K
|
4.11K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.96KNew |
$157K - $193K
|
3.96K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.42K+ 6.55% |
$56.4K - $69.2K
|
23.1K
$916K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$43.8K - $53.7K
|
1.1K
$43.7K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
900New |
$35.8K - $43.9K
|
900
$35.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
806New |
$32K - $39.3K
|
806
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
711New |
$28.2K - $34.7K
|
711
$28.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
625New |
$24.8K - $30.5K
|
625
$24.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
500+ 5.15% |
$19.9K - $24.4K
|
10.2K
$405K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
460New |
$18.3K - $22.4K
|
460
$18.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
444New |
$17.6K - $21.6K
|
444
$17.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
285New |
$11.3K - $13.9K
|
285
$11.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
251New |
$9.97K - $12.2K
|
251
$9.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$7.95K - $9.75K
|
200
$7.94K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
188New |
$7.47K - $9.16K
|
188
$7.46K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
181New |
$7.19K - $8.82K
|
181
$7.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
100+ 0.54% |
$3.97K - $4.87K
|
18.7K
$744K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
82New |
$3.26K - $4K
|
82
$3.26K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79New |
$3.14K - $3.85K
|
79
$3.14K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62New |
$2.46K - $3.02K
|
62
$2.46K
|
|