Latest Institutional Transactions on Essential Utilities, Inc. (WTRG)
This table provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
32.2K+ 111.58% |
$1.08M - $1.31M
|
61.1K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
28+ 0.44% |
$938 - $1.14K
|
6.46K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$100 - $122
|
7.91K
$313K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-18.3K- 30.89% |
$614K - $744K
|
41K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-580- 5.8% |
$19.4K - $23.5K
|
9.41K
$372K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 1900.0% |
$636 - $771
|
20
$791
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44New |
$1.47K - $1.79K
|
44
$1.74K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.26KNew |
$310K - $376K
|
9.26K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-224K- 22.75% |
$7.5M - $9.09M
|
761K
$30.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
334+ 4.41% |
$11.2K - $13.6K
|
7.91K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
7.13K+ 15.73% |
$239K - $289K
|
52.5K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.8% |
$134 - $162
|
507
$20K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.04% |
$804 - $974
|
1.15K
$45.6K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
882New |
$29.5K - $35.8K
|
882
$34.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.27KNew |
$176K - $214K
|
5.27K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4- 50.0% |
$134 - $162
|
4
$158
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-208- 1.07% |
$6.97K - $8.44K
|
19.3K
$764K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35.4KNew |
$1.18M - $1.43M
|
35.4K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$6.7K - $8.11K
|
200
$7.91K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.37% |
$1K - $1.22K
|
8.06K
$319K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-790- 4.8% |
$26.5K - $32.1K
|
15.7K
$619K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
50.3K+ 6.29% |
$1.69M - $2.04M
|
851K
$33.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
866+ 0.86% |
$29K - $35.1K
|
101K
$4.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.27K- 22.04% |
$76.1K - $92.1K
|
8.04K
$318K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128K+ 2579.03% |
$4.27M - $5.18M
|
133K
$5.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-319- 11.7% |
$10.7K - $12.9K
|
2.41K
$95.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 233.33% |
$703 - $852
|
30
$1.19K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-159- 1.36% |
$5.32K - $6.45K
|
11.5K
$454K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
360+ 300.0% |
$12.1K - $14.6K
|
480
$19K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-455- 4.95% |
$15.2K - $18.5K
|
8.73K
$345K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-204- 13.39% |
$6.83K - $8.28K
|
1.32K
$52.2K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$109 - $122
|
3
$119
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.03K+ 4.99% |
$109K - $123K
|
63.6K
$2.52M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
83.3KNew |
$3.01M - $3.38M
|
83.3K
$3.29M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-123- 2.53% |
$4.45K - $4.99K
|
4.73K
$187K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
138New |
$4.99K - $5.6K
|
138
$5.46K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
207KNew |
$7.48M - $8.39M
|
207K
$8.18M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$72.4 - $81.1
|
2
$79.1
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33+ 0.37% |
$1.19K - $1.34K
|
8.96K
$354K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.66K- 14.05% |
$60K - $67.3K
|
10.1K
$401K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-9- 0.14% |
$326 - $365
|
6.65K
$263K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$277K - $310K
|
7.65K
$302K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.95K- 5.42% |
$179K - $201K
|
86.5K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.23M- 98.87% |
$44.5M - $49.9M
|
14.1K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-128K- 4.89% |
$4.63M - $5.18M
|
2.49M
$98.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.34KNew |
$48.5K - $54.3K
|
1.34K
$53K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-58.2K- 8.9% |
$2.1M - $2.36M
|
595K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
564KNew |
$20.4M - $22.9M
|
564K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
810+ 1.0% |
$29.3K - $32.8K
|
81.6K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.56K- 4.22% |
$56.4K - $63.3K
|
35.4K
$1.4M
|
|