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 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
814New |
$33.2K - $39.5K
|
814
$31K
|
|
|
Mar 04, 2021
Q4 2020
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
375New |
$15.3K - $18.2K
|
375
$14.3K
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.25KNew |
$241K - $299K
|
6.25K
$238K
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
423New |
$16.3K - $20.2K
|
423
$16.1K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
55.1KNew |
$2.12M - $2.57M
|
55.1K
$2.1M
|
|
|
Aug 11, 2020
Q2 2020
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5KNew |
$193K - $233K
|
5K
$190K
|
|
| Q1 2020 | |||||||
|
Jul 12, 2023
Q1 2020
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57.5KNew |
$1.88M - $3.11M
|
57.5K
$2.19M
|
|
|
May 15, 2020
Q1 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
32KNew |
$1.04M - $1.73M
|
32K
$1.22M
|
|
|
May 12, 2020
Q1 2020
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
26KNew |
$850K - $1.41M
|
26K
$992K
|
|
|
May 08, 2020
Q1 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
8.17KNew |
$267K - $442K
|
8.17K
$311K
|
|
|
May 05, 2020
Q1 2020
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
6.84KNew |
$223K - $370K
|
6.84K
$260K
|
|
|
May 15, 2020
Q1 2020
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
5.93KNew |
$194K - $321K
|
5.93K
$226K
|
|
|
May 12, 2020
Q1 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$55.3K - $91.6K
|
1.7K
$64.5K
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$54K - $89.4K
|
1.65K
$63K
|
|
|
May 11, 2020
Q1 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$49K - $81.1K
|
1.5K
$57.1K
|
|
|
Apr 16, 2020
Q1 2020
|
Corbenic Partners LLC
|
BUY
|
- |
914New |
$29.8K - $49.4K
|
914
$34.8K
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
696New |
$22.7K - $37.6K
|
696
$26.5K
|
|
|
Apr 08, 2020
Q1 2020
|
First Premier Bank
|
BUY
|
- |
650New |
$21.2K - $35.1K
|
650
$24.8K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
561New |
$18.3K - $30.3K
|
561
$21.4K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
531New |
$17.3K - $28.7K
|
531
$20.2K
|
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$9.8K - $16.2K
|
300
$11.4K
|
|