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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
31New |
$1.28K - $1.63K
|
31
$1.09K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$1.04K - $1.31K
|
25
$875
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.61% |
$580 - $736
|
2.32K
$81.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9New |
$373 - $473
|
9
$315
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
91.9K+ 1176.62% |
$4.12M - $4.88M
|
99.7K
$3.49M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
36.5KNew |
$1.64M - $1.94M
|
36.5K
$1.28M
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.66KNew |
$74.2K - $88K
|
1.66K
$58K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
312+ 11.02% |
$14K - $16.6K
|
3.14K
$110K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$4.48K - $5.31K
|
100
$3.5K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30New |
$1.34K - $1.59K
|
30
$1.05K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
802New |
$37.1K - $43.1K
|
802
$28.1K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
380New |
$17.6K - $20.4K
|
380
$13.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
375New |
$17.3K - $20.1K
|
375
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
300New |
$13.9K - $16.1K
|
300
$10.5K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
190New |
$8.79K - $10.2K
|
190
$6.65K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.61KNew |
$74.1K - $82.2K
|
1.61K
$56.3K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
673+ 2103.13% |
$31K - $34.4K
|
705
$24.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
515New |
$23.7K - $26.3K
|
515
$18K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$1.15K - $1.28K
|
25
$875
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.8KNew |
$481K - $528K
|
10.8K
$377K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.74KNew |
$435K - $478K
|
9.74K
$341K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.23KNew |
$234K - $257K
|
5.23K
$183K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.39K+ 28.13% |
$57.9K - $67.9K
|
6.35K
$222K
|
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
300+ 22.06% |
$12.5K - $14.6K
|
1.66K
$58.1K
|
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
200New |
$8.3K - $9.74K
|
200
$7K
|
|
| Q4 2020 | |||||||
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
814New |
$33.2K - $39.5K
|
814
$28.5K
|
|
|
Mar 04, 2021
Q4 2020
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
375New |
$15.3K - $18.2K
|
375
$13.1K
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.25KNew |
$241K - $299K
|
6.25K
$219K
|
|
|
Nov 16, 2020
Q3 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$60.3K - $74.8K
|
1.57K
$54.8K
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
423New |
$16.3K - $20.2K
|
423
$14.8K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
55.1KNew |
$2.12M - $2.57M
|
55.1K
$1.93M
|
|
|
Aug 11, 2020
Q2 2020
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5KNew |
$193K - $233K
|
5K
$175K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
21.7MNew |
$707M - $1.17B
|
21.7M
$758M
|
|
|
Jul 12, 2023
Q1 2020
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57.5KNew |
$1.88M - $3.11M
|
57.5K
$2.01M
|
|
|
May 15, 2020
Q1 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
32KNew |
$1.04M - $1.73M
|
32K
$1.12M
|
|
|
May 12, 2020
Q1 2020
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
26KNew |
$850K - $1.41M
|
26K
$912K
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.2KNew |
$268K - $444K
|
8.2K
$287K
|
|
|
May 08, 2020
Q1 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
8.17KNew |
$267K - $442K
|
8.17K
$286K
|
|
|
May 05, 2020
Q1 2020
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
6.84KNew |
$223K - $370K
|
6.84K
$239K
|
|
|
May 15, 2020
Q1 2020
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
5.93KNew |
$194K - $321K
|
5.93K
$208K
|
|
|
May 12, 2020
Q1 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$55.3K - $91.6K
|
1.7K
$59.3K
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$54K - $89.4K
|
1.65K
$57.9K
|
|
|
May 11, 2020
Q1 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$49K - $81.1K
|
1.5K
$52.5K
|
|
|
Apr 16, 2020
Q1 2020
|
Corbenic Partners LLC
|
BUY
|
- |
914New |
$29.8K - $49.4K
|
914
$32K
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
696New |
$22.7K - $37.6K
|
696
$24.4K
|
|
|
Apr 08, 2020
Q1 2020
|
First Premier Bank
|
BUY
|
- |
650New |
$21.2K - $35.1K
|
650
$22.8K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
561New |
$18.3K - $30.3K
|
561
$19.6K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
531New |
$17.3K - $28.7K
|
531
$18.6K
|
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$9.8K - $16.2K
|
300
$10.5K
|
|