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, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
6.03KNew |
$238K - $271K
|
6.03K
$214K
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.92KNew |
$234K - $267K
|
5.92K
$210K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.55KNew |
$219K - $250K
|
5.55K
$197K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.43KNew |
$214K - $245K
|
5.43K
$193K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.38KNew |
$212K - $242K
|
5.38K
$191K
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.65K+ 38.46% |
$104K - $119K
|
9.53K
$338K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.12KNew |
$44K - $50.2K
|
1.12K
$39.6K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
310+ 5.78% |
$12.2K - $14K
|
5.67K
$201K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
191New |
$7.54K - $8.6K
|
191
$6.78K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$1.97K - $2.25K
|
50
$1.77K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
42New |
$1.66K - $1.89K
|
42
$1.49K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$1.07K - $1.22K
|
27
$958
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
24New |
$947 - $1.08K
|
24
$852
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11New |
$434 - $495
|
11
$390
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.64% |
$118 - $135
|
472
$16.7K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$39.5 - $45
|
7.42K
$263K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.7% |
$39.5 - $45
|
144
$5.11K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.92% |
$39.5 - $45
|
110
$3.9K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73MNew |
$111M - $134M
|
2.73M
$96.9M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
41.8KNew |
$1.7M - $2.05M
|
41.8K
$1.48M
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
26.3KNew |
$1.07M - $1.29M
|
26.3K
$932K
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
22.2KNew |
$903K - $1.09M
|
22.2K
$788K
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.5KNew |
$834K - $1.01M
|
20.5K
$728K
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.1KNew |
$694K - $836K
|
17.1K
$606K
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.1KNew |
$693K - $836K
|
17.1K
$605K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17KNew |
$692K - $834K
|
17K
$604K
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$479K - $578K
|
11.8K
$418K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.8KNew |
$440K - $531K
|
10.8K
$384K
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.8KNew |
$437K - $527K
|
10.8K
$381K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.95KNew |
$364K - $439K
|
8.95K
$318K
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.95K+ 53.16% |
$364K - $438K
|
25.8K
$914K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.11KNew |
$289K - $348K
|
7.11K
$252K
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.84KNew |
$278K - $335K
|
6.84K
$243K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.31KNew |
$216K - $260K
|
5.31K
$188K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$188K
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$188K
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.92KNew |
$200K - $241K
|
4.92K
$174K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.5K+ 7.78% |
$183K - $221K
|
62.3K
$2.21M
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1KNew |
$40.7K - $49K
|
1K
$35.5K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
772New |
$31.4K - $37.8K
|
772
$27.4K
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
647New |
$26.3K - $31.7K
|
647
$23K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
570New |
$23.2K - $27.9K
|
570
$20.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
527New |
$21.4K - $25.8K
|
527
$18.7K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$20.3K - $24.5K
|
500
$17.7K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
414New |
$16.8K - $20.3K
|
414
$14.7K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
250+ 50.0% |
$10.2K - $12.3K
|
750
$26.6K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
200+ 4.98% |
$8.13K - $9.8K
|
4.21K
$149K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
180New |
$7.32K - $8.82K
|
180
$6.39K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
134+ 1.92% |
$5.45K - $6.57K
|
7.12K
$253K
|