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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300New |
$11.4K - $12.6K
|
300
$11.9K
|
|
| Q3 2025 | |||||||
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.64KNew |
$280K - $305K
|
7.64K
$303K
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
9.94K+ 133.25% |
$365K - $397K
|
17.4K
$690K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.6K+ 9.43% |
$169K - $184K
|
53.4K
$2.12M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.81% |
$184 - $200
|
619
$24.6K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
11.3KNew |
$414K - $449K
|
11.3K
$447K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-141- 13.02% |
$5.18K - $5.63K
|
942
$37.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.96K- 2.58% |
$182K - $198K
|
187K
$7.42M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 22.81% |
$477 - $519
|
44
$1.75K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-28.4K- 73.83% |
$1.04M - $1.13M
|
10.1K
$399K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
562+ 2.73% |
$20.6K - $22.4K
|
21.1K
$838K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
126+ 1.44% |
$4.63K - $5.03K
|
8.86K
$351K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.94K- 17.32% |
$328K - $357K
|
42.6K
$1.69M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.08% |
$147 - $160
|
4.74K
$188K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.09K+ 30.48% |
$260K - $283K
|
30.3K
$1.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
5.08KNew |
$187K - $203K
|
5.08K
$202K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.8K- 34.57% |
$103K - $112K
|
5.3K
$210K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.54M- 28.86% |
$56.6M - $61.5M
|
3.8M
$151M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.93KNew |
$144K - $157K
|
3.93K
$156K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
165K+ 41.38% |
$6.06M - $6.58M
|
563K
$22.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
10.6KNew |
$388K - $421K
|
10.6K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 94.44% |
$624 - $678
|
1
$39.7
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.8K+ 1.97% |
$103K - $112K
|
145K
$5.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
466+ 13.6% |
$17.1K - $18.6K
|
3.89K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.82K+ 106.15% |
$250K - $272K
|
13.2K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.79K+ 132.62% |
$323K - $351K
|
15.4K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
18.6KNew |
$683K - $742K
|
18.6K
$738K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.5K+ 19.91% |
$239K - $259K
|
39.1K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
8.34K+ 20.36% |
$306K - $333K
|
49.3K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
642K+ 4.96% |
$23.6M - $25.6M
|
13.6M
$539M
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
20.7KNew |
$759K - $824K
|
20.7K
$819K
|
|
|
Nov 14, 2025
Q3 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.2K+ 2.74% |
$44K - $47.8K
|
45K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
150K+ 228.82% |
$5.53M - $6M
|
216K
$8.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
1.26K+ 5.11% |
$46.4K - $50.4K
|
26K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.22KNew |
$265K - $288K
|
7.22K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.18KNew |
$190K - $207K
|
5.18K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 34.62% |
$471K - $512K
|
49.9K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-113K- 11.31% |
$4.17M - $4.53M
|
890K
$35.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-477K- 16.71% |
$17.5M - $19M
|
2.38M
$94.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-43.8K- 33.78% |
$1.61M - $1.75M
|
85.8K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 12.48% |
$42.3K - $46K
|
10.4K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.71K+ 15.55% |
$99.5K - $108K
|
20.1K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2K- 8.32% |
$73.6K - $80K
|
22.1K
$876K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.9KNew |
$254K - $275K
|
6.9K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-688- 5.87% |
$25.3K - $27.5K
|
11K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
20KNew |
$734K - $797K
|
20K
$792K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.18% |
$1.62K - $1.76K
|
23.9K
$949K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
17.2K+ 8.5% |
$631K - $685K
|
219K
$8.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
99.1KNew |
$3.64M - $3.96M
|
99.1K
$3.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
147K+ 73.99% |
$5.41M - $5.88M
|
347K
$13.7M
|
|