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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
251New |
$9.97K - $12.2K
|
251
$9.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$7.95K - $9.75K
|
200
$7.47K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
188New |
$7.47K - $9.16K
|
188
$7.02K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
181New |
$7.19K - $8.82K
|
181
$6.76K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
100+ 0.54% |
$3.97K - $4.87K
|
18.7K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
82New |
$3.26K - $4K
|
82
$3.06K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79New |
$3.14K - $3.85K
|
79
$2.95K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62New |
$2.46K - $3.02K
|
62
$2.32K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 11.16% |
$1.99K - $2.44K
|
498
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
40New |
$1.59K - $1.95K
|
40
$1.49K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
17New |
$675 - $829
|
17
$635
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12New |
$477 - $585
|
12
$448
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$318 - $390
|
8
$299
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$199 - $244
|
5
$187
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.53% |
$159 - $195
|
753
$28.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.89% |
$39.7 - $48.7
|
113
$4.22K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
80KNew |
$3.31M - $4.19M
|
80K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.6KNew |
$2.88M - $3.64M
|
69.6K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.5KNew |
$1.18M - $1.49M
|
28.5K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.3K+ 487.02% |
$882K - $1.12M
|
25.7K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
21KNew |
$868K - $1.1M
|
21K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.1KNew |
$706K - $894K
|
17.1K
$637K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.3K+ 274.23% |
$385K - $487K
|
12.7K
$474K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.39KNew |
$306K - $387K
|
7.39K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.95KNew |
$288K - $364K
|
6.95K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
6.78KNew |
$281K - $355K
|
6.78K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.71KNew |
$236K - $299K
|
5.71K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.37K+ 37.68% |
$181K - $229K
|
15.9K
$596K
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.05K+ 8.81% |
$168K - $212K
|
50K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.62KNew |
$67K - $84.8K
|
1.62K
$60.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1.22K+ 6.28% |
$50.4K - $63.8K
|
20.6K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
206New |
$8.52K - $10.8K
|
206
$7.69K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
156New |
$6.46K - $8.17K
|
156
$5.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
66New |
$2.73K - $3.46K
|
66
$2.47K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.55% |
$579 - $733
|
2.56K
$95.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$455 - $576
|
11
$411
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.39% |
$82.8 - $105
|
519
$19.4K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
20K+ 26.02% |
$828K - $1.05M
|
96.9K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.7KNew |
$733K - $930K
|
17.7K
$661K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$493K - $626K
|
11.9K
$444K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.99K+ 119.54% |
$289K - $367K
|
12.8K
$479K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.51KNew |
$187K - $237K
|
4.51K
$168K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 48.57% |
$79.6K - $101K
|
5.88K
$220K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.86KNew |
$77.2K - $98K
|
1.86K
$69.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.67KNew |
$69K - $87.6K
|
1.67K
$62.2K
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$48.4K - $61.5K
|
1.17K
$43.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
900New |
$37.3K - $47.3K
|
900
$33.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
636+ 11.14% |
$26.3K - $33.4K
|
6.35K
$237K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
500New |
$20.7K - $26.3K
|
500
$18.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
424New |
$17.6K - $22.3K
|
424
$15.8K
|
|