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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.88K+ 13.14% |
$106K - $119K
|
24.8K
$900K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.86K+ 5.76% |
$105K - $119K
|
52.5K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.8K+ 48.1% |
$103K - $116K
|
8.62K
$313K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 3.09% |
$89.1K - $101K
|
80.7K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.25K+ 5.53% |
$82.8K - $93.5K
|
43K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 4.77% |
$79.2K - $89.5K
|
47.3K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.16K+ 5.64% |
$79.2K - $89.5K
|
40.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.09K+ 6.23% |
$76.6K - $86.5K
|
35.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 37.18% |
$74.5K - $84.1K
|
7.48K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.01K+ 19.86% |
$74K - $83.6K
|
12.2K
$442K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2K+ 12.5% |
$73.5K - $83K
|
18K
$654K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2K+ 16.66% |
$73.4K - $82.9K
|
14K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.99K+ 7.28% |
$72.9K - $82.4K
|
29.3K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.78K+ 991.11% |
$65.5K - $74K
|
1.96K
$71.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.69KNew |
$62.2K - $70.2K
|
1.69K
$61.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.5K+ 15.7% |
$55.1K - $62.2K
|
11.1K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.43K+ 2.24% |
$52.6K - $59.4K
|
65.4K
$2.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.41K+ 2.13% |
$51.9K - $58.6K
|
67.8K
$2.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.4K+ 13.18% |
$51.3K - $58K
|
12K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 13.36% |
$51.2K - $57.8K
|
11.8K
$430K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.39K+ 18.0% |
$51.1K - $57.7K
|
9.12K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.3KNew |
$47.7K - $53.9K
|
1.3K
$47.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.26K+ 0.79% |
$46.4K - $52.4K
|
161K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.13K+ 8.07% |
$41.6K - $46.9K
|
15.1K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.12K+ 5.0% |
$41.3K - $46.6K
|
23.6K
$857K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.12K+ 13.14% |
$41.1K - $46.5K
|
9.64K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 9.09% |
$40.7K - $45.9K
|
13.3K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 4.83% |
$40.5K - $45.7K
|
23.9K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.09KNew |
$40.2K - $45.3K
|
1.09K
$39.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
984+ 6.37% |
$36.2K - $40.8K
|
16.4K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
977+ 95.04% |
$35.9K - $40.5K
|
2.01K
$72.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
969+ 9.54% |
$35.6K - $40.2K
|
11.1K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
965+ 15.06% |
$35.5K - $40K
|
7.37K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
943+ 2.52% |
$34.6K - $39.1K
|
38.3K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
883+ 0.44% |
$32.4K - $36.6K
|
200K
$7.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
876+ 47.95% |
$32.2K - $36.3K
|
2.7K
$98.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
874+ 172.05% |
$32.1K - $36.3K
|
1.38K
$50.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
865+ 2.81% |
$31.8K - $35.9K
|
31.6K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
863+ 2.39% |
$31.7K - $35.8K
|
36.9K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
805+ 13.28% |
$29.6K - $33.4K
|
6.87K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
803+ 1.57% |
$29.5K - $33.3K
|
51.9K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
800New |
$29.4K - $33.2K
|
800
$29.1K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
738+ 4.57% |
$27.1K - $30.6K
|
16.9K
$614K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
737+ 7.08% |
$27.1K - $30.6K
|
11.1K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
733New |
$26.9K - $30.4K
|
733
$26.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
727+ 157.02% |
$26.7K - $30.2K
|
1.19K
$43.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
672New |
$24.7K - $27.9K
|
672
$24.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
655New |
$24.1K - $27.2K
|
655
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
641+ 27.59% |
$23.6K - $26.6K
|
2.96K
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
557+ 6.3% |
$20.5K - $23.1K
|
9.4K
$341K
|