Essential Utils shares owned by LPL Financial
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Essential Utils by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.1M | 236k | 34.33 |
| 2023-06-30 | $8.2M | 207k | 39.91 |
| 2023-03-31 | $9.6M | 219k | 43.65 |
| 2022-12-31 | $4.7M | 98k | 47.73 |
| 2022-09-30 | $4.0M | 96k | 41.38 |
| 2022-06-30 | $4.3M | 93k | 45.86 |
| 2022-03-31 | $4.7M | 93k | 51.13 |
| 2021-12-31 | $5.0M | 94k | 53.69 |
| 2021-09-30 | $3.9M | 84k | 46.08 |
| 2021-06-30 | $3.5M | 77k | 45.70 |
| 2021-03-31 | $3.2M | 71k | 44.75 |
| 2020-12-31 | $3.2M | 67k | 47.29 |
| 2020-09-30 | $2.5M | 62k | 40.25 |
| 2020-06-30 | $2.6M | 62k | 42.24 |
| 2020-03-31 | $2.7M | 66k | 40.69 |