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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.3KNew |
$349K - $409K
|
10.3K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
9.63K+ 8.07% |
$326K - $382K
|
129K
$4.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.46K+ 55.76% |
$321K - $375K
|
26.4K
$925K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.77KNew |
$196K - $229K
|
5.77K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.59KNew |
$189K - $222K
|
5.59K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.39KNew |
$183K - $214K
|
5.39K
$189K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
5.39KNew |
$182K - $214K
|
5.39K
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.66KNew |
$158K - $185K
|
4.66K
$163K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2K+ 86.49% |
$108K - $127K
|
6.9K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.15K+ 4.19% |
$72.8K - $85.3K
|
53.4K
$1.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.87KNew |
$63.3K - $74.1K
|
1.87K
$65.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.77KNew |
$59.8K - $70.1K
|
1.77K
$61.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
842New |
$28.5K - $33.4K
|
842
$29.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
380New |
$12.9K - $15.1K
|
380
$13.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371New |
$12.6K - $14.7K
|
371
$13K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$10.9K - $12.7K
|
321
$11.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
297+ 4.47% |
$10.1K - $11.8K
|
6.95K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
239+ 4.39% |
$8.1K - $9.48K
|
5.69K
$199K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161New |
$5.45K - $6.39K
|
161
$5.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
142New |
$4.81K - $5.63K
|
142
$4.97K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
135+ 1038.46% |
$4.57K - $5.36K
|
148
$5.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$4.24K - $4.96K
|
125
$4.38K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
107+ 0.75% |
$3.63K - $4.24K
|
14.3K
$501K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
64+ 188.24% |
$2.17K - $2.54K
|
98
$3.43K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 6.87% |
$2.13K - $2.5K
|
980
$34.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$2.13K - $2.5K
|
63
$2.21K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
59New |
$2K - $2.34K
|
59
$2.07K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
57+ 0.73% |
$1.93K - $2.26K
|
7.91K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
37+ 8.43% |
$1.25K - $1.47K
|
476
$16.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.08K - $1.27K
|
32
$1.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 5.73% |
$983 - $1.15K
|
535
$18.7K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
19+ 0.24% |
$644 - $754
|
7.99K
$280K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17New |
$576 - $674
|
17
$595
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 1.17% |
$474 - $555
|
1.22K
$42.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$33.9 - $39.7
|
1
$35
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 1.15% |
$33.9 - $39.7
|
88
$3.08K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
42.5KNew |
$1.45M - $1.64M
|
42.5K
$1.49M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
37.3K+ 113.23% |
$1.27M - $1.44M
|
70.2K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16.8K+ 155.08% |
$574K - $649K
|
27.6K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
16.7K+ 12.76% |
$571K - $645K
|
148K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1KNew |
$482K - $545K
|
14.1K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.49KNew |
$290K - $328K
|
8.49K
$297K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.19KNew |
$212K - $239K
|
6.19K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$193K - $218K
|
5.64K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.54KNew |
$189K - $214K
|
5.54K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.46KNew |
$187K - $211K
|
5.46K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.22K+ 1.06% |
$144K - $163K
|
402K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 5.4% |
$85.5K - $96.6K
|
48.8K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$79.8K - $90.3K
|
2.34K
$81.8K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.73K+ 28.4% |
$59K - $66.7K
|
7.8K
$273K
|
|