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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
356+ 0.93% |
$12.9K - $14.4K
|
38.7K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
200K+ 10.68% |
$7.23M - $8.11M
|
2.07M
$73.2M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
7.5K+ 12.55% |
$271K - $304K
|
67.3K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-771- 1.51% |
$27.9K - $31.3K
|
50.3K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-440- 2.9% |
$15.9K - $17.8K
|
14.7K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
11New |
$398 - $446
|
11
$389
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-169- 3.49% |
$6.11K - $6.85K
|
4.67K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.9K- 22.74% |
$432K - $484K
|
40.6K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
610K+ 42.56% |
$22.1M - $24.7M
|
2.04M
$72.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.07K+ 1.43% |
$38.6K - $43.3K
|
75.5K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-23.3K- 77.42% |
$841K - $943K
|
6.78K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9.08K- 21.0% |
$328K - $368K
|
34.1K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
16.2KNew |
$585K - $656K
|
16.2K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203KNew |
$7.35M - $8.24M
|
203K
$7.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.41% |
$470 - $527
|
909
$32.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-481- 2.4% |
$17.4K - $19.5K
|
19.6K
$692K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.6KNew |
$1.61M - $1.81M
|
44.6K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.49K- 10.65% |
$53.9K - $60.5K
|
12.5K
$442K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-24.6K- 3.27% |
$888K - $996K
|
726K
$25.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.62K- 1.93% |
$94.8K - $106K
|
133K
$4.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 7.2% |
$42.1K - $47.2K
|
15K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
69.9K+ 32.97% |
$2.53M - $2.84M
|
282K
$9.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.39K+ 3.66% |
$86.6K - $97K
|
67.8K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.81% |
$579 - $649
|
1.99K
$70.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-466- 28.66% |
$16.9K - $18.9K
|
1.16K
$41K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
179+ 12.95% |
$6.48K - $7.26K
|
1.56K
$55.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.4K- 53.96% |
$556K - $624K
|
13.1K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.3K+ 31.32% |
$2.07M - $2.32M
|
240K
$8.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
333New |
$12K - $13.5K
|
333
$11.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
170+ 20.88% |
$6.15K - $6.89K
|
984
$34.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
473+ 74.96% |
$17.1K - $19.2K
|
1.1K
$39K
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
58.3KNew |
$2.11M - $2.37M
|
58.3K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-300- 2.12% |
$10.9K - $12.2K
|
13.9K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.72K+ 14.31% |
$62.1K - $69.6K
|
13.7K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
317+ 1.65% |
$11.5K - $12.9K
|
19.5K
$690K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-42- 5.17% |
$1.52K - $1.7K
|
771
$27.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.53K+ 32.85% |
$236K - $265K
|
26.4K
$933K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.96K+ 7.39% |
$70.7K - $79.3K
|
28.4K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
633+ 0.53% |
$22.9K - $25.7K
|
121K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.78% |
$14.5K - $16.2K
|
51.4K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.82K- 17.54% |
$65.8K - $73.8K
|
8.56K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.48K- 7.86% |
$89.7K - $100K
|
29K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
543New |
$19.6K - $22K
|
543
$19.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$289 - $324
|
8
$283
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.07K- 6.93% |
$292K - $327K
|
108K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-7.79K- 0.38% |
$282K - $316K
|
2.03M
$71.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
656K+ 51.27% |
$23.7M - $26.6M
|
1.94M
$68.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.32K- 5.03% |
$120K - $135K
|
62.7K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 25.74% |
$7.2K - $8.07K
|
574
$20.3K
|