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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-529- 6.68% |
$19.5K - $21.9K
|
7.39K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
57.1K+ 59.18% |
$2.11M - $2.36M
|
154K
$5.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-149- 37.25% |
$5.5K - $6.17K
|
251
$9.37K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
549+ 21.02% |
$20.3K - $22.7K
|
3.16K
$118K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 112.68% |
$135K - $151K
|
6.91K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-224- 0.85% |
$8.27K - $9.27K
|
26.2K
$977K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-18K- 34.31% |
$665K - $745K
|
34.5K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
4.2K+ 249.26% |
$155K - $174K
|
5.89K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.75K+ 1.02% |
$138K - $155K
|
372K
$13.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 24.56% |
$544K - $609K
|
74.7K
$2.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.9K+ 4.23% |
$144K - $161K
|
96.2K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
653+ 1.03% |
$24.1K - $27K
|
64.1K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 0.45% |
$2.58K - $2.9K
|
15.6K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.29K- 5.77% |
$158K - $177K
|
70K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-662- 34.81% |
$24.4K - $27.4K
|
1.24K
$46.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
57.1K+ 826.36% |
$2.11M - $2.37M
|
64.1K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-35- 9.36% |
$1.29K - $1.45K
|
339
$12.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-401- 4.38% |
$14.8K - $16.6K
|
8.75K
$327K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
173+ 2.19% |
$6.39K - $7.16K
|
8.09K
$302K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-13.6K- 22.22% |
$501K - $562K
|
47.5K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
54+ 0.86% |
$1.99K - $2.24K
|
6.33K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.22K+ 92.42% |
$45K - $50.5K
|
2.54K
$94.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5+ 0.87% |
$185 - $207
|
583
$21.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.79% |
$148 - $166
|
511
$19.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 18.54% |
$3.29K - $3.68K
|
569
$21.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
104+ 4.32% |
$3.84K - $4.3K
|
2.51K
$93.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2K- 14.18% |
$73.8K - $82.8K
|
12.1K
$452K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
773+ 8.46% |
$25.9K - $31.4K
|
9.91K
$370K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
15.5KNew |
$520K - $630K
|
15.5K
$580K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
818+ 11.19% |
$27.4K - $33.2K
|
8.13K
$304K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
12.2KNew |
$410K - $497K
|
12.2K
$458K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
10.7KNew |
$357K - $432K
|
10.7K
$398K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
172K+ 119.07% |
$5.77M - $6.99M
|
317K
$11.8M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.26K+ 7.76% |
$176K - $213K
|
73K
$2.73M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
1.04K+ 3.23% |
$34.8K - $42.1K
|
33.1K
$1.24M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.2% |
$1.37K - $1.66K
|
1.91K
$71.2K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.39KNew |
$181K - $219K
|
5.39K
$201K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26+ 0.4% |
$871 - $1.05K
|
6.52K
$244K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.89K+ 102.96% |
$264K - $320K
|
15.6K
$581K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-838- 4.68% |
$28.1K - $34K
|
17.1K
$637K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
92.1K+ 3.93% |
$3.08M - $3.74M
|
2.44M
$91.1M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$201 - $243
|
6
$224
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
22.2KNew |
$744K - $902K
|
22.2K
$830K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
724New |
$24.2K - $29.4K
|
724
$27K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.04KNew |
$202K - $245K
|
6.04K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-838- 2.58% |
$28.1K - $34K
|
31.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.99KNew |
$100K - $121K
|
2.99K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-147K- 5.9% |
$4.91M - $5.95M
|
2.34M
$87.4M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
124K+ 17.33% |
$4.15M - $5.03M
|
839K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 0.62% |
$43.1K - $52.2K
|
207K
$7.75M
|
|