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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
515+ 81.23% |
$18.9K - $21.4K
|
1.15K
$41.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
500+ 12.61% |
$18.4K - $20.7K
|
4.47K
$162K
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
465+ 3.25% |
$17.1K - $19.3K
|
14.8K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
450+ 0.41% |
$16.5K - $18.7K
|
110K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
450+ 3.71% |
$16.5K - $18.7K
|
12.6K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
429+ 2.81% |
$15.8K - $17.8K
|
15.7K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
422New |
$15.5K - $17.5K
|
422
$15.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
388+ 5.33% |
$14.3K - $16.1K
|
7.67K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
383+ 3.62% |
$14.1K - $15.9K
|
11K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
375+ 91.02% |
$13.8K - $15.6K
|
787
$28.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
364+ 4.81% |
$13.4K - $15.1K
|
7.93K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
344+ 3.87% |
$12.6K - $14.3K
|
9.22K
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
337+ 4.38% |
$12.4K - $14K
|
8.02K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
336+ 0.25% |
$12.3K - $13.9K
|
137K
$4.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
334+ 3.43% |
$12.3K - $13.9K
|
10.1K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
333+ 10.59% |
$12.2K - $13.8K
|
3.48K
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
327New |
$12K - $13.6K
|
327
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
312+ 9.01% |
$11.5K - $12.9K
|
3.78K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
300+ 21.66% |
$11K - $12.4K
|
1.69K
$61.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
295+ 1.94% |
$10.8K - $12.2K
|
15.5K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
294+ 61.38% |
$10.8K - $12.2K
|
773
$28.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
285+ 3.36% |
$10.5K - $11.8K
|
8.76K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
250+ 1.79% |
$9.19K - $10.4K
|
14.2K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
227+ 1418.75% |
$8.34K - $9.42K
|
243
$8.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
225+ 1.01% |
$8.27K - $9.34K
|
22.5K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
214New |
$7.86K - $8.88K
|
214
$7.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
184+ 39.32% |
$6.76K - $7.63K
|
652
$23.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
184New |
$6.76K - $7.63K
|
184
$6.68K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
181+ 6.6% |
$6.65K - $7.51K
|
2.92K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
177New |
$6.5K - $7.34K
|
177
$6.43K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 1.91% |
$6.28K - $7.09K
|
9.12K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
152+ 26.95% |
$5.58K - $6.31K
|
716
$26K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
150+ 0.82% |
$5.51K - $6.22K
|
18.5K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
149+ 0.53% |
$5.47K - $6.18K
|
28.3K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
142+ 3.55% |
$5.22K - $5.89K
|
4.14K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140+ 538.46% |
$5.14K - $5.81K
|
166
$6.03K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
136+ 1.15% |
$5K - $5.64K
|
12K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
111+ 1.65% |
$4.08K - $4.61K
|
6.83K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100+ 39.68% |
$3.67K - $4.15K
|
352
$12.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 1.29% |
$3.67K - $4.15K
|
7.84K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
98+ 0.82% |
$3.6K - $4.07K
|
12K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
84New |
$3.09K - $3.49K
|
84
$3.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80+ 1.28% |
$2.94K - $3.32K
|
6.32K
$229K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
75+ 0.88% |
$2.76K - $3.11K
|
8.58K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
70+ 0.18% |
$2.57K - $2.9K
|
39.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
62+ 0.6% |
$2.28K - $2.57K
|
10.4K
$377K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
60+ 14.15% |
$2.2K - $2.49K
|
484
$17.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$2.2K - $2.49K
|
60
$2.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58+ 0.72% |
$2.13K - $2.41K
|
8.15K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
58+ 0.68% |
$2.13K - $2.41K
|
8.63K
$313K
|