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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.4K+ 59.69% |
$382K - $415K
|
27.8K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
10.3K+ 16.04% |
$378K - $411K
|
74.5K
$2.96M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
9.94K+ 133.25% |
$365K - $397K
|
17.4K
$690K
|
|
|
Nov 10, 2025
Q3 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
9.79KNew |
$360K - $391K
|
9.79K
$388K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9.75K+ 8.23% |
$358K - $389K
|
128K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.64K+ 45.0% |
$354K - $385K
|
31.1K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.52KNew |
$350K - $380K
|
9.52K
$377K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
9.5K+ 8.06% |
$349K - $379K
|
127K
$5.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
9.47KNew |
$348K - $378K
|
9.47K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.43K+ 13.98% |
$346K - $376K
|
76.9K
$3.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
9.34KNew |
$343K - $373K
|
9.34K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.31K+ 149.63% |
$342K - $371K
|
15.5K
$616K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.79K+ 132.62% |
$323K - $351K
|
15.4K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.68KNew |
$319K - $346K
|
8.68K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.65K+ 29.82% |
$318K - $345K
|
37.7K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
8.19K+ 12.1% |
$301K - $327K
|
75.8K
$3.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.04K+ 6.44% |
$295K - $321K
|
133K
$5.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.91K+ 5.39% |
$291K - $316K
|
155K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7.85K+ 193.28% |
$288K - $313K
|
11.9K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7.66K+ 9.47% |
$281K - $306K
|
88.6K
$3.51M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.64KNew |
$280K - $305K
|
7.64K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
7.44K+ 4.06% |
$273K - $297K
|
191K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.22KNew |
$265K - $288K
|
7.22K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.1K+ 20.85% |
$261K - $283K
|
41.2K
$1.63M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.09K+ 30.48% |
$260K - $283K
|
30.3K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.9KNew |
$254K - $275K
|
6.9K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.82K+ 106.15% |
$250K - $272K
|
13.2K
$525K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.79KNew |
$249K - $271K
|
6.79K
$269K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.76K+ 46.16% |
$248K - $270K
|
21.4K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.55K+ 22.56% |
$241K - $261K
|
35.6K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.5K+ 19.91% |
$239K - $259K
|
39.1K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.39KNew |
$235K - $255K
|
6.39K
$254K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
6.26KNew |
$230K - $250K
|
6.26K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
6.15KNew |
$226K - $246K
|
6.15K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.13KNew |
$225K - $244K
|
6.13K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
6.1K+ 7.97% |
$224K - $243K
|
82.6K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.03K+ 201.44% |
$222K - $241K
|
9.03K
$358K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.93KNew |
$218K - $237K
|
5.93K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5.8KNew |
$213K - $232K
|
5.8K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
5.59K+ 28.25% |
$205K - $223K
|
25.4K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.52KNew |
$203K - $220K
|
5.52K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.37KNew |
$197K - $214K
|
5.37K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.35KNew |
$197K - $213K
|
5.35K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.33KNew |
$196K - $213K
|
5.33K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.32KNew |
$195K - $212K
|
5.32K
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.23KNew |
$192K - $209K
|
5.23K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.21KNew |
$191K - $208K
|
5.21K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.18KNew |
$190K - $207K
|
5.18K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.17K+ 6.58% |
$190K - $206K
|
83.7K
$3.32M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
5.08KNew |
$187K - $203K
|
5.08K
$202K
|
|