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 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
141+ 56.18% |
$5.18K - $5.63K
|
392
$15.6K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
126+ 1.44% |
$4.63K - $5.03K
|
8.86K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
118+ 1.79% |
$4.33K - $4.71K
|
6.71K
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
111New |
$4.08K - $4.43K
|
111
$4.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
105+ 4.13% |
$3.86K - $4.19K
|
2.65K
$105K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104+ 5.47% |
$3.82K - $4.15K
|
2.01K
$79.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
88New |
$3.23K - $3.51K
|
88
$3.49K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
86+ 0.86% |
$3.16K - $3.43K
|
10.1K
$402K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
85+ 1.08% |
$3.12K - $3.39K
|
7.92K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
81New |
$2.98K - $3.23K
|
81
$3.21K
|
|
|
Oct 22, 2025
Q3 2025
|
Blossom Wealth Management
|
BUY
|
- |
75+ 0.42% |
$2.75K - $2.99K
|
17.8K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69+ 2.51% |
$2.53K - $2.75K
|
2.82K
$112K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
67+ 0.7% |
$2.46K - $2.67K
|
9.66K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
67New |
$2.46K - $2.67K
|
67
$2.66K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
54+ 0.85% |
$1.98K - $2.15K
|
6.39K
$253K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
50+ 0.53% |
$1.84K - $2K
|
9.44K
$374K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
46+ 255.56% |
$1.69K - $1.84K
|
64
$2.54K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 0.17% |
$1.51K - $1.64K
|
23.8K
$943K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34+ 0.19% |
$1.25K - $1.36K
|
17.9K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
31+ 0.56% |
$1.14K - $1.24K
|
5.57K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31+ 0.36% |
$1.14K - $1.24K
|
8.55K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
29+ 0.43% |
$1.07K - $1.16K
|
6.82K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27New |
$992 - $1.08K
|
27
$1.07K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
26New |
$955 - $1.04K
|
26
$1.03K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
25+ 0.37% |
$918 - $998
|
6.78K
$269K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
24+ 0.43% |
$882 - $958
|
5.56K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 0.12% |
$845 - $918
|
19.2K
$762K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
20New |
$735 - $798
|
20
$793
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
20New |
$735 - $798
|
20
$793
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 9.76% |
$735 - $798
|
225
$8.93K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19New |
$698 - $758
|
19
$754
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
14New |
$514 - $559
|
14
$555
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14+ 0.08% |
$514 - $559
|
18.1K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 19.4% |
$477 - $519
|
80
$3.17K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12+ 6.78% |
$441 - $479
|
189
$7.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
9New |
$331 - $359
|
9
$357
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 0.06% |
$331 - $359
|
14.8K
$586K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7+ 0.49% |
$257 - $279
|
1.45K
$57.3K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.81% |
$184 - $200
|
619
$24.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 0.86% |
$184 - $200
|
588
$23.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 45.45% |
$184 - $200
|
16
$635
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.08% |
$147 - $160
|
4.74K
$188K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.86% |
$110 - $120
|
352
$14K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.84% |
$110 - $120
|
361
$14.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 6.67% |
$110 - $120
|
48
$1.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.07% |
$110 - $120
|
284
$11.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2New |
$73.5 - $79.8
|
2
$79.3
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.07% |
$73.5 - $79.8
|
2.74K
$109K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.27% |
$73.5 - $79.8
|
743
$29.5K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 20.0% |
$73.5 - $79.8
|
12
$476
|
|