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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.36KNew |
$180K - $217K
|
5.36K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.35KNew |
$179K - $217K
|
5.35K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.33KNew |
$178K - $216K
|
5.33K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.32KNew |
$178K - $216K
|
5.32K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.28KNew |
$177K - $214K
|
5.28K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.27KNew |
$176K - $214K
|
5.27K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.25KNew |
$176K - $213K
|
5.25K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
5.18KNew |
$173K - $210K
|
5.18K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.13KNew |
$172K - $208K
|
5.13K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.11K+ 0.49% |
$171K - $207K
|
1.05M
$40.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.11KNew |
$171K - $207K
|
5.11K
$198K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.09K+ 4.18% |
$170K - $206K
|
127K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.91K+ 0.68% |
$164K - $199K
|
731K
$28.4M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.49K+ 4.06% |
$150K - $182K
|
115K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.37K+ 9.34% |
$146K - $177K
|
51.2K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.13K+ 23.43% |
$138K - $168K
|
21.8K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.05K+ 0.85% |
$136K - $164K
|
483K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.02K+ 3.89% |
$134K - $163K
|
107K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.95K+ 18.4% |
$132K - $160K
|
25.4K
$988K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.6K+ 6.21% |
$121K - $146K
|
61.6K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.46K+ 13.75% |
$116K - $140K
|
28.6K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.26K+ 1.46% |
$109K - $132K
|
226K
$8.78M
|
|
|
May 13, 2025
Q1 2025
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.24K+ 0.13% |
$108K - $131K
|
2.41M
$93.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.14K+ 11.46% |
$105K - $127K
|
30.5K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.12K+ 26.99% |
$104K - $126K
|
14.7K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.99KNew |
$100K - $121K
|
2.99K
$116K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 6.62% |
$99.3K - $120K
|
47.7K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 1.21% |
$98K - $119K
|
244K
$9.48M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.84K+ 656.35% |
$95.2K - $115K
|
3.28K
$127K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.69K+ 1.62% |
$90.1K - $109K
|
169K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 36.37% |
$87.7K - $106K
|
9.82K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.49K+ 27.78% |
$83.5K - $101K
|
11.5K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 1.85% |
$81.3K - $98.5K
|
134K
$5.2M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.37K+ 1.97% |
$79.5K - $96.3K
|
123K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
2.31KNew |
$77.4K - $93.8K
|
2.31K
$89.8K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 2.95% |
$76K - $92.1K
|
79.2K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 220.32% |
$74.8K - $90.6K
|
3.25K
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.15K+ 465.37% |
$72K - $87.2K
|
2.61K
$102K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.14K+ 21.07% |
$71.6K - $86.7K
|
12.3K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.12K+ 16.92% |
$70.9K - $85.9K
|
14.6K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.1K+ 9.77% |
$70.3K - $85.2K
|
23.6K
$917K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
2K+ 15.38% |
$67K - $81.1K
|
15K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.87K+ 7.98% |
$62.5K - $75.7K
|
25.3K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$61.7K - $74.8K
|
1.84K
$71.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.78K+ 1485.0% |
$59.7K - $72.3K
|
1.9K
$73.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.77K+ 11.14% |
$59.1K - $71.6K
|
17.6K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.59K+ 0.85% |
$53.2K - $64.5K
|
189K
$7.34M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.58K+ 1.46% |
$53K - $64.2K
|
110K
$4.27M
|