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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.2% |
$1.37K - $1.66K
|
1.91K
$74.1K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.39KNew |
$181K - $219K
|
5.39K
$210K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26+ 0.4% |
$871 - $1.05K
|
6.52K
$253K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.89K+ 102.96% |
$264K - $320K
|
15.6K
$604K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-838- 4.68% |
$28.1K - $34K
|
17.1K
$663K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-19K- 20.38% |
$637K - $771K
|
74.3K
$2.89M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
92.1K+ 3.93% |
$3.08M - $3.74M
|
2.44M
$94.8M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$201 - $243
|
6
$233
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
22.2KNew |
$744K - $902K
|
22.2K
$864K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-95.4K- 39.73% |
$3.2M - $3.87M
|
145K
$5.63M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
724New |
$24.2K - $29.4K
|
724
$28.1K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.04KNew |
$202K - $245K
|
6.04K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-838- 2.58% |
$28.1K - $34K
|
31.6K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.99KNew |
$100K - $121K
|
2.99K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-147K- 5.9% |
$4.91M - $5.95M
|
2.34M
$90.9M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
124K+ 17.33% |
$4.15M - $5.03M
|
839K
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 0.62% |
$43.1K - $52.2K
|
207K
$8.06M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-249- 0.18% |
$8.34K - $10.1K
|
140K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
44.1K+ 3.06% |
$1.48M - $1.79M
|
1.49M
$57.7M
|
|
|
May 15, 2025
Q1 2025
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
68.9KNew |
$2.31M - $2.79M
|
68.9K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-475- 1.85% |
$15.9K - $19.3K
|
25.2K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-582- 3.96% |
$19.5K - $23.6K
|
14.1K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
307+ 0.96% |
$10.3K - $12.5K
|
32.2K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
124K+ 0.95% |
$4.14M - $5.02M
|
13.1M
$511M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
130K+ 945.62% |
$4.35M - $5.27M
|
144K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
86.9KNew |
$2.91M - $3.52M
|
86.9K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
68.3KNew |
$2.29M - $2.77M
|
68.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
14.7KNew |
$494K - $598K
|
14.7K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
390New |
$13.1K - $15.8K
|
390
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$335 - $406
|
10
$389
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$33.5 - $40.6
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.35KNew |
$246K - $298K
|
7.35K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.5K- 15.75% |
$50.2K - $60.8K
|
8.02K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-14.6K- 28.34% |
$489K - $593K
|
36.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
104K+ 25.91% |
$3.49M - $4.23M
|
506K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
137K+ 4.26% |
$4.59M - $5.56M
|
3.35M
$130M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
9.26KNew |
$310K - $376K
|
9.26K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 5.21% |
$62K - $75.1K
|
33.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-249- 90.55% |
$8.34K - $10.1K
|
26
$1.01K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.59KNew |
$288K - $349K
|
8.59K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
17.6K+ 11.72% |
$590K - $715K
|
168K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 17.97% |
$39.7K - $48.1K
|
5.41K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.81K- 1.74% |
$228K - $276K
|
385K
$15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
530+ 1.82% |
$17.7K - $21.5K
|
29.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.43K+ 54.56% |
$316K - $382K
|
26.7K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.38K- 45.3% |
$247K - $299K
|
8.91K
$346K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
336+ 0.23% |
$11.3K - $13.6K
|
147K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-50.6K- 87.19% |
$1.69M - $2.05M
|
7.43K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-13.2K- 47.94% |
$441K - $534K
|
14.3K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
7K+ 1.9% |
$234K - $284K
|
376K
$14.6M
|