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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.49KNew |
$290K - $328K
|
8.49K
$301K
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.19KNew |
$212K - $239K
|
6.19K
$220K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$193K - $218K
|
5.64K
$200K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.54KNew |
$189K - $214K
|
5.54K
$196K
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.46KNew |
$187K - $211K
|
5.46K
$194K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.22K+ 1.06% |
$144K - $163K
|
402K
$14.3M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 5.4% |
$85.5K - $96.6K
|
48.8K
$1.73M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$79.8K - $90.3K
|
2.34K
$82.9K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.73K+ 28.4% |
$59K - $66.7K
|
7.8K
$277K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
862New |
$29.5K - $33.3K
|
862
$30.6K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
768+ 1.63% |
$26.3K - $29.7K
|
48K
$1.7M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
625New |
$21.4K - $24.2K
|
625
$22.2K
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
367+ 1.39% |
$12.5K - $14.2K
|
26.8K
$949K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$11.5K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$11.5K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$6.84K - $7.73K
|
200
$7.1K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
174New |
$5.95K - $6.73K
|
174
$6.17K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$1.03K - $1.16K
|
30
$1.06K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.85% |
$342 - $387
|
1.19K
$42.3K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 66.67% |
$273 - $309
|
20
$710
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
39.9KNew |
$1.3M - $1.5M
|
39.9K
$1.42M
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
36.3K+ 58.45% |
$1.18M - $1.37M
|
98.4K
$3.49M
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
34.9KNew |
$1.14M - $1.31M
|
34.9K
$1.24M
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
21.2KNew |
$690K - $797K
|
21.2K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
16.2KNew |
$527K - $608K
|
16.2K
$573K
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 49.14% |
$502K - $580K
|
46.7K
$1.66M
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
8.75KNew |
$285K - $329K
|
8.75K
$310K
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.38KNew |
$273K - $315K
|
8.38K
$297K
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
7.9KNew |
$257K - $297K
|
7.9K
$280K
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.68KNew |
$250K - $289K
|
7.68K
$273K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$245K - $283K
|
7.51K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.1KNew |
$231K - $267K
|
7.1K
$252K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7KNew |
$228K - $263K
|
7K
$248K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.18KNew |
$201K - $232K
|
6.18K
$219K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.78KNew |
$188K - $217K
|
5.78K
$205K
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.69KNew |
$185K - $214K
|
5.69K
$202K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.67KNew |
$185K - $213K
|
5.67K
$201K
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.59KNew |
$182K - $210K
|
5.59K
$198K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.54KNew |
$180K - $208K
|
5.54K
$196K
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
5.53KNew |
$180K - $208K
|
5.53K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.21K+ 56.29% |
$137K - $158K
|
11.7K
$415K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.38KNew |
$110K - $127K
|
3.38K
$120K
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.51KNew |
$81.9K - $94.6K
|
2.51K
$89.2K
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
1.84K+ 0.29% |
$60K - $69.3K
|
630K
$22.4M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679+ 246.01% |
$22.1K - $25.6K
|
955
$33.9K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
678New |
$22.1K - $25.5K
|
678
$24.1K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
613+ 1656.76% |
$20K - $23.1K
|
650
$23.1K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500New |
$16.3K - $18.8K
|
500
$17.7K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
466New |
$15.2K - $17.5K
|
466
$16.5K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
374New |
$12.2K - $14.1K
|
374
$13.3K
|