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
Feb 14, 2024 Q4 2023	Kingfisher Capital LLC	BUY	-	42 + 0.69%	$1.37K - $1.58K	6.11K $214K
Jan 29, 2024 Q4 2023	Baystate Wealth Management LLC	BUY	-	10 + 0.55%	$326 - $376	1.82K $63.5K
Jan 12, 2024 Q4 2023	Gps Wealth Strategies Group, LLC	BUY	-	10 + 0.4%	$326 - $376	2.54K $88.9K
Feb 09, 2024 Q4 2023	Crewe Advisors LLC	BUY	-	8 New	$261 - $301	8 $280
Feb 13, 2024 Q4 2023	Clear Street Markets LLC	BUY	-	1 New	$32.6 - $37.6	1 $35
Q3 2023
Nov 13, 2024 Q3 2023	Norges Bank Oslo, Q8	BUY	-	2.64M New	$89.7M - $114M	2.64M $92.3M
Nov 14, 2023 Q3 2023	Lighthouse Investment Partners, LLC Palm Beach Gardens, FL	BUY	-	383K New	$13M - $16.5M	383K $13.4M
Nov 02, 2023 Q3 2023	Beck Bode, LLC	BUY	-	234K New	$7.96M - $10.1M	234K $8.19M
Nov 14, 2023 Q3 2023	Eaton Financial Holdings Company, LLC Coral Springs, FL	BUY	-	156K New	$5.32M - $6.73M	156K $5.47M
Nov 02, 2023 Q3 2023	Duality Advisers, LP Miami, FL	BUY	-	65.1K New	$2.22M - $2.81M	65.1K $2.28M
Nov 07, 2023 Q3 2023	Quantbot Technologies LP New York, NY	BUY	-	37.6K New	$1.28M - $1.62M	37.6K $1.32M
Nov 14, 2023 Q3 2023	Y Intercept (Hong Kong) LTD	BUY	-	35.9K + 223.5%	$1.22M - $1.55M	51.9K $1.82M
Feb 22, 2024 Q3 2023	Teza Capital Management LLC Chicago, IL	BUY	-	13.9K + 159.03%	$472K - $597K	22.6K $790K
Oct 18, 2023 Q3 2023	Iq Eq Fund Management (Ireland) LTD	BUY	-	10.4K + 61.74%	$354K - $448K	27.3K $954K
Oct 10, 2023 Q3 2023	Perpetual LTD Sydney, New South Wales, C3	BUY	-	9.69K New	$330K - $418K	9.69K $339K
Nov 14, 2023 Q3 2023	Cape Cod Five Cents Savings Bank Orleans, MA	BUY	-	9.41K New	$320K - $406K	9.41K $330K
Nov 08, 2023 Q3 2023	Wade G W & Inc Wellesley, MA	BUY	-	6.4K New	$218K - $276K	6.4K $224K
Nov 22, 2023 Q3 2023	Graham Capital Management, L.P. Rowayton, CT	BUY	-	6.3K + 87.24%	$214K - $271K	13.5K $473K
Nov 14, 2023 Q3 2023	Quadrature Capital LTD London, X0	BUY	-	6.06K + 79.6%	$206K - $261K	13.7K $479K
Dec 11, 2023 Q3 2023	Headinvest, LLC Portland, ME	BUY	-	5.36K New	$183K - $231K	5.36K $188K
Nov 13, 2023 Q3 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	4.56K + 1462.5%	$155K - $197K	4.88K $171K
Nov 09, 2023 Q3 2023	Sonen Capital LLC San Francisco, CA	BUY	-	3.12K + 16.87%	$106K - $134K	21.6K $756K
Nov 15, 2023 Q3 2023	Orion Capital Management LLC	BUY	-	1.13K New	$38.3K - $48.5K	1.13K $39.4K
Oct 13, 2023 Q3 2023	Psi Advisors, LLC	BUY	-	891 New	$30.3K - $38.4K	891 $31.2K
Nov 08, 2023 Q3 2023	Spinnaker Trust	BUY	-	861 + 6.65%	$29.3K - $37.1K	13.8K $484K
Nov 08, 2023 Q3 2023	First Command Advisory Services, Inc.	BUY	-	666 New	$22.7K - $28.7K	666 $23.3K
Nov 13, 2023 Q3 2023	Prospera Financial Services Inc	BUY	-	161 + 1.62%	$5.48K - $6.94K	10.1K $354K
Nov 14, 2023 Q3 2023	West Tower Group, LLC Richmond, VA	BUY	-	157 New	$5.34K - $6.77K	157 $5.5K
Aug 01, 2024 Q3 2023	Wr Wealth Planners, LLC Columbia, MO	BUY	-	56 + 112.0%	$1.91K - $2.41K	106 $3.71K
Nov 13, 2023 Q3 2023	Fulcrum Equity Management	BUY	-	39 + 0.4%	$1.33K - $1.68K	9.91K $347K
Nov 14, 2023 Q3 2023	Baker Avenue Asset Management, LP	BUY	-	25 + 10.25%	$851 - $1.08K	269 $9.42K
Nov 01, 2023 Q3 2023	Dearborn Partners LLC	BUY	-	15 + 0.23%	$511 - $647	6.57K $230K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	12 New	$408 - $517	12 $420
Oct 30, 2023 Q3 2023	Nvwm, LLC	BUY	-	1 + 0.45%	$34 - $43.1	221 $7.74K
Oct 19, 2023 Q3 2023	Ogorek Anthony Joseph	BUY	-	0 New	$0 - $0	0 $0
Q2 2023
Aug 14, 2023 Q2 2023	Point72 Middle East Fze Stamford, CT	BUY	-	32.8K New	$1.3M - $1.48M	32.8K $1.15M
Aug 11, 2023 Q2 2023	Isam Funds (Uk) LTD London, X0	BUY	-	27K New	$1.06M - $1.21M	27K $944K
Aug 15, 2023 Q2 2023	Neo Ivy Capital Management New York, NY	BUY	-	25.5K New	$1.01M - $1.15M	25.5K $893K
Aug 15, 2023 Q2 2023	Imprint Wealth LLC Mount Pleasant, SC	BUY	-	20.9K New	$825K - $942K	20.9K $732K
Aug 03, 2023 Q2 2023	Mackenzie Financial Corp Toronto Ontario, A6	BUY	-	11.1K New	$438K - $500K	11.1K $389K
Aug 11, 2023 Q2 2023	Twin Tree Management, LP Dallas, TX	BUY	-	7.75K New	$306K - $349K	7.75K $271K
Jul 27, 2023 Q2 2023	Virtu Financial LLC New York, NY	BUY	-	7.47K New	$295K - $336K	7.47K $261K
Aug 15, 2023 Q2 2023	Blueshift Asset Management, LLC Red Bank, NJ	BUY	-	6.11K New	$241K - $275K	6.11K $214K
Jul 10, 2023 Q2 2023	Good Life Advisors, LLC	BUY	-	6.05K + 40.55%	$239K - $272K	21K $734K
Aug 14, 2023 Q2 2023	Corton Capital Inc. Carrying Place, A6	BUY	-	6.03K New	$238K - $271K	6.03K $211K
Jul 14, 2023 Q2 2023	Cordatus Wealth Management LLC Newtown, PA	BUY	-	5.92K New	$234K - $267K	5.92K $207K
Aug 11, 2023 Q2 2023	Buckingham Strategic Wealth, LLC Clayton, MO	BUY	-	5.55K New	$219K - $250K	5.55K $194K
Aug 10, 2023 Q2 2023	Davis R M Inc Portland, ME	BUY	-	5.43K New	$214K - $245K	5.43K $190K
Aug 14, 2023 Q2 2023	Ergoteles LLC New York, NY	BUY	-	5.38K New	$212K - $242K	5.38K $188K
Aug 14, 2023 Q2 2023	Quantamental Technologies LLC White Plains, NY	BUY	-	2.65K + 38.46%	$104K - $119K	9.53K $334K

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Latest Institutional Purchases of Essential Utilities, Inc. (WTRG)

42

10

10

8

1

2.64M

383K

234K

156K

65.1K

37.6K

35.9K

13.9K

10.4K

9.69K

9.41K

6.4K

6.3K

6.06K

5.36K

4.56K

3.12K

1.13K

891

861

666

161

157

56

39

25

15

12

1

0

32.8K

27K

25.5K

20.9K

11.1K

7.75K

7.47K

6.11K

6.05K

6.03K

5.92K

5.55K

5.43K

5.38K

2.65K

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