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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
595+ 9.41% |
$22K - $24.6K
|
6.92K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
495+ 13.01% |
$18.3K - $20.5K
|
4.3K
$171K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$12.9K - $14.5K
|
350
$13.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
337New |
$12.4K - $13.9K
|
337
$13.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
287New |
$10.6K - $11.9K
|
287
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
267+ 1.43% |
$9.86K - $11.1K
|
18.9K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
240New |
$8.86K - $9.93K
|
240
$9.52K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
208New |
$7.68K - $8.61K
|
208
$8.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
189+ 2.28% |
$6.98K - $7.82K
|
8.49K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
120+ 15.44% |
$4.43K - $4.97K
|
897
$35.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
71New |
$2.62K - $2.94K
|
71
$2.82K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
47New |
$1.74K - $1.95K
|
47
$1.86K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41New |
$1.51K - $1.7K
|
41
$1.63K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
36+ 0.16% |
$1.33K - $1.49K
|
22K
$874K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
32+ 10.96% |
$1.18K - $1.32K
|
324
$12.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26+ 130.0% |
$960 - $1.08K
|
46
$1.82K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
19+ 105.56% |
$701 - $786
|
37
$1.47K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$554 - $621
|
10.5K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$480 - $538
|
13
$516
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 23.53% |
$443 - $497
|
63
$2.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$443 - $497
|
12
$476
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 100.0% |
$222 - $248
|
12
$476
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 62.5% |
$185 - $207
|
13
$516
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4+ 100.0% |
$148 - $166
|
8
$317
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$148 - $166
|
4
$159
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4New |
$148 - $166
|
4
$159
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$36.9 - $41.4
|
2
$79.3
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 8.33% |
$36.9 - $41.4
|
13
$516
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
2.38MNew |
$79.8M - $96.7M
|
2.38M
$94.6M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
86.9KNew |
$2.91M - $3.52M
|
86.9K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
68.3KNew |
$2.29M - $2.77M
|
68.3K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
67.2KNew |
$2.25M - $2.73M
|
67.2K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50.7K+ 103.86% |
$1.7M - $2.06M
|
99.4K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
44.1K+ 3.06% |
$1.48M - $1.79M
|
1.49M
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
37.2KNew |
$1.25M - $1.51M
|
37.2K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
27.4KNew |
$917K - $1.11M
|
27.4K
$1.09M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
22.2KNew |
$744K - $902K
|
22.2K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
20.5KNew |
$687K - $832K
|
20.5K
$813K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
19KNew |
$635K - $770K
|
19K
$753K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
15.5KNew |
$520K - $630K
|
15.5K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.3KNew |
$445K - $539K
|
13.3K
$528K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
12.2KNew |
$410K - $497K
|
12.2K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
11.8KNew |
$395K - $478K
|
11.8K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
11.5KNew |
$386K - $468K
|
11.5K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
10.7KNew |
$357K - $432K
|
10.7K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.96KNew |
$334K - $404K
|
9.96K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.43K+ 54.56% |
$316K - $382K
|
26.7K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.51KNew |
$285K - $345K
|
8.51K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.61KNew |
$255K - $309K
|
7.61K
$302K
|
|