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
Jan 26, 2024 Q4 2023	Turtle Creek Wealth Advisors, LLC Dallas, TX	BUY	-	168 New	$5.48K - $6.32K	168 $5.96K
Mar 07, 2024 Q4 2023	Ica Group Wealth Management, LLC Denver, CO	BUY	-	125 New	$4.07K - $4.71K	125 $4.44K
Feb 09, 2024 Q4 2023	Glassman Wealth Services	BUY	-	108 + 68.35%	$3.52K - $4.07K	266 $9.44K
Jan 11, 2024 Q4 2023	Rockland Trust CO	BUY	-	82 + 1.0%	$2.67K - $3.09K	8.31K $295K
Jan 26, 2024 Q4 2023	Charter Oak Capital Management, LLC	BUY	-	53 + 0.78%	$1.73K - $1.99K	6.82K $242K
Feb 12, 2024 Q4 2023	Zions Bancorporation, N.A.	BUY	-	45 New	$1.47K - $1.69K	45 $1.6K
Jan 30, 2024 Q4 2023	Desjardins Global Asset Management Inc. Montreal, A8	BUY	-	45 + 1.36%	$1.47K - $1.69K	3.34K $119K
Feb 14, 2024 Q4 2023	Kingfisher Capital LLC	BUY	-	42 + 0.69%	$1.37K - $1.58K	6.11K $217K
Jan 29, 2024 Q4 2023	Baystate Wealth Management LLC	BUY	-	10 + 0.55%	$326 - $376	1.82K $64.4K
Feb 09, 2024 Q4 2023	Crewe Advisors LLC	BUY	-	8 New	$261 - $301	8 $284
Feb 13, 2024 Q4 2023	Clear Street Markets LLC	BUY	-	1 New	$32.6 - $37.6	1 $35.5
Q3 2023
Nov 13, 2024 Q3 2023	Norges Bank Oslo, Q8	BUY	-	2.64M New	$89.7M - $114M	2.64M $93.5M
Nov 14, 2023 Q3 2023	Lighthouse Investment Partners, LLC Palm Beach Gardens, FL	BUY	-	383K New	$13M - $16.5M	383K $13.6M
Nov 02, 2023 Q3 2023	Beck Bode, LLC	BUY	-	234K New	$7.96M - $10.1M	234K $8.3M
Nov 14, 2023 Q3 2023	Eaton Financial Holdings Company, LLC Coral Springs, FL	BUY	-	156K New	$5.32M - $6.73M	156K $5.54M
Nov 02, 2023 Q3 2023	Duality Advisers, LP Miami, FL	BUY	-	65.1K New	$2.22M - $2.81M	65.1K $2.31M
Nov 07, 2023 Q3 2023	Quantbot Technologies LP New York, NY	BUY	-	37.6K New	$1.28M - $1.62M	37.6K $1.33M
Nov 14, 2023 Q3 2023	Y Intercept (Hong Kong) LTD	BUY	-	35.9K + 223.5%	$1.22M - $1.55M	51.9K $1.84M
Feb 22, 2024 Q3 2023	Teza Capital Management LLC Chicago, IL	BUY	-	13.9K + 159.03%	$472K - $597K	22.6K $801K
Oct 18, 2023 Q3 2023	Iq Eq Fund Management (Ireland) LTD	BUY	-	10.4K + 61.74%	$354K - $448K	27.3K $967K
Oct 10, 2023 Q3 2023	Perpetual LTD Sydney, New South Wales, C3	BUY	-	9.69K New	$330K - $418K	9.69K $344K
Nov 14, 2023 Q3 2023	Cape Cod Five Cents Savings Bank Orleans, MA	BUY	-	9.41K New	$320K - $406K	9.41K $334K
Nov 08, 2023 Q3 2023	Wade G W & Inc Wellesley, MA	BUY	-	6.4K New	$218K - $276K	6.4K $227K
Nov 22, 2023 Q3 2023	Graham Capital Management, L.P. Rowayton, CT	BUY	-	6.3K + 87.24%	$214K - $271K	13.5K $480K
Nov 14, 2023 Q3 2023	Quadrature Capital LTD London, X0	BUY	-	6.06K + 79.6%	$206K - $261K	13.7K $485K
Dec 11, 2023 Q3 2023	Headinvest, LLC Portland, ME	BUY	-	5.36K New	$183K - $231K	5.36K $190K
Nov 13, 2023 Q3 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	4.56K + 1462.5%	$155K - $197K	4.88K $173K
Nov 09, 2023 Q3 2023	Sonen Capital LLC San Francisco, CA	BUY	-	3.12K + 16.87%	$106K - $134K	21.6K $766K
Nov 15, 2023 Q3 2023	Orion Capital Management LLC	BUY	-	1.13K New	$38.3K - $48.5K	1.13K $39.9K
Oct 13, 2023 Q3 2023	Psi Advisors, LLC	BUY	-	891 New	$30.3K - $38.4K	891 $31.6K
Nov 08, 2023 Q3 2023	Spinnaker Trust	BUY	-	861 + 6.65%	$29.3K - $37.1K	13.8K $490K
Nov 08, 2023 Q3 2023	First Command Advisory Services, Inc.	BUY	-	666 New	$22.7K - $28.7K	666 $23.6K
Nov 13, 2023 Q3 2023	Prospera Financial Services Inc	BUY	-	161 + 1.62%	$5.48K - $6.94K	10.1K $359K
Nov 14, 2023 Q3 2023	West Tower Group, LLC Richmond, VA	BUY	-	157 New	$5.34K - $6.77K	157 $5.57K
Aug 01, 2024 Q3 2023	Wr Wealth Planners, LLC Columbia, MO	BUY	-	56 + 112.0%	$1.91K - $2.41K	106 $3.76K
Nov 13, 2023 Q3 2023	Fulcrum Equity Management	BUY	-	39 + 0.4%	$1.33K - $1.68K	9.91K $352K
Nov 14, 2023 Q3 2023	Baker Avenue Asset Management, LP	BUY	-	25 + 10.25%	$851 - $1.08K	269 $9.54K
Nov 01, 2023 Q3 2023	Dearborn Partners LLC	BUY	-	15 + 0.23%	$511 - $647	6.57K $233K
Oct 20, 2023 Q3 2023	Steward Financial Group LLC	BUY	-	12 New	$408 - $517	12 $426
Oct 30, 2023 Q3 2023	Nvwm, LLC	BUY	-	1 + 0.45%	$34 - $43.1	221 $7.84K
Oct 19, 2023 Q3 2023	Ogorek Anthony Joseph	BUY	-	0 New	$0 - $0	0 $0
Q2 2023
Aug 14, 2023 Q2 2023	Point72 Middle East Fze Stamford, CT	BUY	-	32.8K New	$1.3M - $1.48M	32.8K $1.17M
Aug 11, 2023 Q2 2023	Isam Funds (Uk) LTD London, X0	BUY	-	27K New	$1.06M - $1.21M	27K $957K
Aug 15, 2023 Q2 2023	Neo Ivy Capital Management New York, NY	BUY	-	25.5K New	$1.01M - $1.15M	25.5K $905K
Aug 15, 2023 Q2 2023	Imprint Wealth LLC Mount Pleasant, SC	BUY	-	20.9K New	$825K - $942K	20.9K $742K
Aug 03, 2023 Q2 2023	Mackenzie Financial Corp Toronto Ontario, A6	BUY	-	11.1K New	$438K - $500K	11.1K $394K
Aug 11, 2023 Q2 2023	Twin Tree Management, LP Dallas, TX	BUY	-	7.75K New	$306K - $349K	7.75K $275K
Jul 27, 2023 Q2 2023	Virtu Financial LLC New York, NY	BUY	-	7.47K New	$295K - $336K	7.47K $265K
Aug 15, 2023 Q2 2023	Blueshift Asset Management, LLC Red Bank, NJ	BUY	-	6.11K New	$241K - $275K	6.11K $217K
Jul 10, 2023 Q2 2023	Good Life Advisors, LLC	BUY	-	6.05K + 40.55%	$239K - $272K	21K $744K

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Latest Institutional Purchases of Essential Utilities, Inc. (WTRG)

168

125

108

82

53

45

45

42

10

8

1

2.64M

383K

234K

156K

65.1K

37.6K

35.9K

13.9K

10.4K

9.69K

9.41K

6.4K

6.3K

6.06K

5.36K

4.56K

3.12K

1.13K

891

861

666

161

157

56

39

25

15

12

1

0

32.8K

27K

25.5K

20.9K

11.1K

7.75K

7.47K

6.11K

6.05K

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