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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
891New |
$30.3K - $38.4K
|
891
$34.6K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
861+ 6.65% |
$29.3K - $37.1K
|
13.8K
$536K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
666New |
$22.7K - $28.7K
|
666
$25.9K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
161+ 1.62% |
$5.48K - $6.94K
|
10.1K
$393K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
157New |
$5.34K - $6.77K
|
157
$6.1K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 112.0% |
$1.91K - $2.41K
|
106
$4.12K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
39+ 0.4% |
$1.33K - $1.68K
|
9.91K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 10.25% |
$851 - $1.08K
|
269
$10.4K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
15+ 0.23% |
$511 - $647
|
6.57K
$255K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$408 - $517
|
12
$466
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.45% |
$34 - $43.1
|
221
$8.58K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
32.8KNew |
$1.3M - $1.48M
|
32.8K
$1.28M
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
25.5KNew |
$1.01M - $1.15M
|
25.5K
$991K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.9KNew |
$825K - $942K
|
20.9K
$812K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
11.1KNew |
$438K - $500K
|
11.1K
$431K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
7.75KNew |
$306K - $349K
|
7.75K
$301K
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.11KNew |
$241K - $275K
|
6.11K
$237K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.05K+ 40.55% |
$239K - $272K
|
21K
$814K
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.03KNew |
$238K - $271K
|
6.03K
$234K
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.92KNew |
$234K - $267K
|
5.92K
$230K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.55KNew |
$219K - $250K
|
5.55K
$216K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.43KNew |
$214K - $245K
|
5.43K
$211K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.38KNew |
$212K - $242K
|
5.38K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.65K+ 38.46% |
$104K - $119K
|
9.53K
$370K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.12KNew |
$44K - $50.2K
|
1.12K
$43.3K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
310+ 5.78% |
$12.2K - $14K
|
5.67K
$220K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
191New |
$7.54K - $8.6K
|
191
$7.42K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
42New |
$1.66K - $1.89K
|
42
$1.63K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$1.07K - $1.22K
|
27
$1.05K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
24New |
$947 - $1.08K
|
24
$932
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11New |
$434 - $495
|
11
$427
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.64% |
$118 - $135
|
472
$18.3K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.7% |
$39.5 - $45
|
144
$5.59K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$39.5 - $45
|
7.42K
$288K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.92% |
$39.5 - $45
|
110
$4.27K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73MNew |
$111M - $134M
|
2.73M
$106M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
41.8KNew |
$1.7M - $2.05M
|
41.8K
$1.62M
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
26.3KNew |
$1.07M - $1.29M
|
26.3K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.5KNew |
$834K - $1.01M
|
20.5K
$797K
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.1KNew |
$694K - $836K
|
17.1K
$663K
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.1KNew |
$693K - $836K
|
17.1K
$662K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$479K - $578K
|
11.8K
$458K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.8KNew |
$440K - $531K
|
10.8K
$421K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.95KNew |
$364K - $439K
|
8.95K
$348K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.95K+ 53.16% |
$364K - $438K
|
25.8K
$1M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.11KNew |
$289K - $348K
|
7.11K
$276K
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.84KNew |
$278K - $335K
|
6.84K
$266K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$206K
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$206K
|