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 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
799+ 0.61% |
$29.3K - $31.9K
|
132K
$5.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
798+ 6.16% |
$29.3K - $31.8K
|
13.8K
$546K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
790+ 0.88% |
$29K - $31.5K
|
90.5K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
782+ 1.12% |
$28.7K - $31.2K
|
70.8K
$2.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
768+ 9.77% |
$28.2K - $30.6K
|
8.63K
$342K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
765+ 13.81% |
$28.1K - $30.5K
|
6.31K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
716+ 3.49% |
$26.3K - $28.6K
|
21.3K
$843K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
710+ 141.15% |
$26.1K - $28.3K
|
1.21K
$48.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
684New |
$25.1K - $27.3K
|
684
$27.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
676+ 5.23% |
$24.8K - $27K
|
13.6K
$540K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
675+ 1163.79% |
$24.8K - $26.9K
|
733
$29.1K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
671New |
$24.6K - $26.8K
|
671
$26.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
665+ 1.64% |
$24.4K - $26.5K
|
41.3K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
626+ 41.0% |
$23K - $25K
|
2.15K
$85.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
603+ 4.75% |
$22.1K - $24.1K
|
13.3K
$527K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
569+ 18.0% |
$20.9K - $22.7K
|
3.73K
$148K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
562+ 2.73% |
$20.6K - $22.4K
|
21.1K
$838K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
535+ 26.11% |
$19.7K - $21.3K
|
2.58K
$103K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
528+ 0.14% |
$19.4K - $21.1K
|
370K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
500New |
$18.4K - $20K
|
500
$19.8K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
498+ 4.88% |
$18.3K - $19.9K
|
10.7K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
487+ 1.87% |
$17.9K - $19.4K
|
26.6K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
468New |
$17.2K - $18.7K
|
468
$18.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
466+ 13.6% |
$17.1K - $18.6K
|
3.89K
$154K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
447+ 2.73% |
$16.4K - $17.8K
|
16.8K
$667K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
381+ 169.33% |
$14K - $15.2K
|
606
$24K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
365+ 7.37% |
$13.4K - $14.6K
|
5.32K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
363+ 1.36% |
$13.3K - $14.5K
|
27K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
356+ 1.38% |
$13.1K - $14.2K
|
26.1K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 6.55% |
$12.9K - $14K
|
5.71K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
347+ 0.9% |
$12.7K - $13.8K
|
38.9K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
338+ 43.56% |
$12.4K - $13.5K
|
1.11K
$44.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
337+ 1.05% |
$12.4K - $13.4K
|
32.5K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
302New |
$11.1K - $12K
|
302
$12K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
291+ 1.71% |
$10.7K - $11.6K
|
17.3K
$685K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
287+ 2.25% |
$10.5K - $11.5K
|
13K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
280New |
$10.3K - $11.2K
|
280
$11.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
277+ 0.15% |
$10.2K - $11.1K
|
184K
$7.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
271+ 0.26% |
$9.95K - $10.8K
|
104K
$4.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
259+ 3.2% |
$9.51K - $10.3K
|
8.35K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
256+ 0.79% |
$9.4K - $10.2K
|
32.5K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
233New |
$8.56K - $9.3K
|
233
$9.24K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
230New |
$8.45K - $9.18K
|
230
$9.12K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
227+ 100.0% |
$8.34K - $9.06K
|
454
$18K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
224+ 0.41% |
$8.23K - $8.94K
|
54.6K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 2.38% |
$7.6K - $8.26K
|
8.92K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
166+ 0.08% |
$6.1K - $6.62K
|
208K
$8.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
151+ 5.09% |
$5.55K - $6.02K
|
3.12K
$124K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
147New |
$5.4K - $5.87K
|
147
$5.83K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
145New |
$5.33K - $5.79K
|
145
$5.75K
|
|