Lpl Financial LLC Essential Utilities, Inc. Transaction History

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 345,785 shares of WTRG stock, worth $13.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

345,785

Previous 283,500 21.97%

Holding current value

$13.7 Million

Previous $10.5 Million 31.03%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$36.73 - $39.9 $2.29 Million - $2.49 Million	62,285 Added 21.97%	345,785 $13.8 Million
Q2 2025 Aug 12, 2025	SELL	$36.92 - $41.39 $435,951 - $488,733	-11,808 Reduced 4.0%	283,500 $10.5 Million
Q1 2025 May 07, 2025	BUY	$33.49 - $40.57 $229,038 - $277,458	6,839 Added 2.37%	295,308 $11.7 Million
Q4 2024 Feb 11, 2025	BUY	$36.18 - $40.55 $395,845 - $443,657	10,941 Added 3.94%	288,469 $10.5 Million
Q3 2024 Nov 08, 2024	SELL	$36.74 - $41.49 $72,377 - $81,735	-1,970 Reduced 0.7%	277,528 $10.7 Million

Q2 2024 Aug 07, 2024	BUY	$33.88 - $39.67 $278,900 - $326,563	8,232 Added 3.03%	279,498 $10.4 Million
Q1 2024 May 10, 2024	BUY	$34.18 - $38.66 $413,304 - $467,476	12,092 Added 4.67%	271,266 $10.1 Million
Q4 2023 Feb 14, 2024	BUY	$32.59 - $37.64 $760,422 - $878,254	23,333 Added 9.89%	259,174 $9.68 Million
Q3 2023 Nov 13, 2023	BUY	$34.04 - $43.1 $999,822 - $1.27 Million	29,372 Added 14.23%	235,841 $8.1 Million
Q2 2023 Jul 31, 2023	SELL	$39.47 - $45.03 $507,702 - $579,220	-12,863 Reduced 5.86%	206,469 $8.24 Million
Q1 2023 May 10, 2023	BUY	$40.65 - $49.0 $4.92 Million - $5.93 Million	121,119 Added 123.32%	219,332 $9.57 Million
Q4 2022 Feb 07, 2023	BUY	$39.73 - $48.74 $93,603 - $114,831	2,356 Added 2.46%	98,213 $4.69 Million
Q3 2022 Nov 14, 2022	BUY	$41.38 - $52.37 $110,567 - $139,932	2,672 Added 2.87%	95,857 $3.97 Million
Q2 2022 Aug 12, 2022	BUY	$41.42 - $52.59 $19,343 - $24,559	467 Added 0.5%	93,185 $4.27 Million
Q1 2022 May 16, 2022	SELL	$44.8 - $53.13 $59,763 - $70,875	-1,334 Reduced 1.42%	92,718 $4.74 Million
Q4 2021 Feb 14, 2022	BUY	$46.24 - $53.69 $480,156 - $557,516	10,384 Added 12.41%	94,052 $5.05 Million
Q3 2021 Nov 15, 2021	BUY	$46.08 - $51.15 $314,496 - $349,098	6,825 Added 8.88%	83,668 $3.86 Million
Q2 2021 Aug 13, 2021	BUY	$44.72 - $49.09 $258,526 - $283,789	5,781 Added 8.14%	76,843 $3.51 Million
Q1 2021 May 14, 2021	BUY	$41.5 - $48.72 $173,179 - $203,308	4,173 Added 6.24%	71,062 $3.18 Million
Q4 2020 Feb 12, 2021	BUY	$40.83 - $48.55 $196,188 - $233,282	4,805 Added 7.74%	66,889 $3.16 Million
Q3 2020 Nov 09, 2020	BUY	$38.53 - $47.81 $13,177 - $16,351	342 Added 0.55%	62,084 $2.5 Million
Q2 2020 Aug 13, 2020	SELL	$38.5 - $46.61 $161,238 - $195,202	-4,188 Reduced 6.35%	61,742 $2.61 Million
Q1 2020 May 14, 2020	BUY	$32.65 - $54.07 $2.15 Million - $3.56 Million	65,930 New	65,930 $2.68 Million

Others Institutions Holding WTRG

# of Institutions

762

Shares Held

229M

Call Options Held

297K

Put Options Held

103K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.4B
Description
Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...

More about WTRG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Essential Utilities, Inc. Transaction History