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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
973K+ 16.66% |
$35.2M - $39.4M
|
6.81M
$229M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
295KNew |
$10.7M - $12M
|
295K
$9.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
84.2K+ 219.45% |
$3.05M - $3.41M
|
123K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
59.4KNew |
$2.15M - $2.41M
|
59.4K
$1.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
23.6KNew |
$855K - $959K
|
23.6K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.6KNew |
$635K - $712K
|
17.6K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$489K - $548K
|
13.5K
$455K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 28.71% |
$489K - $548K
|
60.6K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.4K+ 18.21% |
$483K - $542K
|
86.8K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$420K - $471K
|
11.6K
$391K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
9.95KNew |
$360K - $403K
|
9.95K
$334K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
8.8K+ 166.04% |
$318K - $357K
|
14.1K
$474K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.93KNew |
$287K - $322K
|
7.93K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.92K+ 12.17% |
$178K - $200K
|
45.3K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.8K+ 2.81% |
$174K - $195K
|
176K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.31K+ 24.0% |
$156K - $175K
|
22.3K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.57K+ 6.74% |
$129K - $145K
|
56.6K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.86K+ 41.66% |
$67.3K - $75.4K
|
6.33K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.72K+ 0.86% |
$62.2K - $69.7K
|
202K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 3.06% |
$53.9K - $60.4K
|
50.2K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
856+ 8.51% |
$31K - $34.7K
|
10.9K
$367K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
332+ 7.2% |
$12K - $13.5K
|
4.95K
$166K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
185+ 2.08% |
$6.69K - $7.5K
|
9.09K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
156+ 1560.0% |
$5.64K - $6.33K
|
166
$5.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 8.83% |
$4.92K - $5.51K
|
1.68K
$56.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 7.59% |
$3.29K - $3.69K
|
1.29K
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91+ 6.35% |
$3.29K - $3.69K
|
1.52K
$51.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77New |
$2.79K - $3.12K
|
77
$2.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 0.61% |
$2.03K - $2.27K
|
9.19K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 5.97% |
$760 - $852
|
373
$12.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$326 - $365
|
9
$302
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6+ 0.09% |
$217 - $243
|
6.74K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.8% |
$145 - $162
|
503
$16.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4+ 0.7% |
$145 - $162
|
573
$19.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$109 - $122
|
10.5K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$109 - $122
|
7.91K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 0.3% |
$72.4 - $81.1
|
674
$22.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.24MNew |
$45.7M - $51.6M
|
1.24M
$41.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.23M+ 4309.38% |
$45.1M - $50.9M
|
1.26M
$42.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
1.16M+ 423.4% |
$42.6M - $48.1M
|
1.43M
$48.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.06M+ 117.26% |
$38.9M - $44M
|
1.96M
$66M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
861K+ 49.1% |
$31.6M - $35.7M
|
2.61M
$87.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
800KNew |
$29.4M - $33.2M
|
800K
$26.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
795K+ 68.16% |
$29.2M - $33M
|
1.96M
$65.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
452K+ 54.59% |
$16.6M - $18.7M
|
1.28M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
360KNew |
$13.2M - $14.9M
|
360K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
351K+ 4.69% |
$12.9M - $14.5M
|
7.83M
$263M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
320K+ 45.67% |
$11.8M - $13.3M
|
1.02M
$34.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
273K+ 5.63% |
$10M - $11.3M
|
5.13M
$172M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
237K+ 33.07% |
$8.71M - $9.84M
|
954K
$32.1M
|
|