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 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
768+ 1.63% |
$26.3K - $29.7K
|
48K
$1.81M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27.9KNew |
$953K - $1.08M
|
27.9K
$1.05M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.8KNew |
$1.67M - $1.88M
|
48.8K
$1.84M
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
277KNew |
$9.46M - $10.7M
|
277K
$10.4M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
334+ 5.42% |
$11.4K - $12.9K
|
6.49K
$245K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.88K+ 22.55% |
$269K - $305K
|
42.8K
$1.62M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-109K- 66.86% |
$3.73M - $4.22M
|
54.1K
$2.04M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19KNew |
$649K - $734K
|
19K
$717K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.9K- 67.54% |
$784K - $887K
|
11K
$416K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.9K- 15.6% |
$236K - $267K
|
37.3K
$1.41M
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.41K+ 4.93% |
$48.3K - $54.6K
|
30.1K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 63.65% |
$147K - $166K
|
11.1K
$417K
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-165K- 1.22% |
$5.64M - $6.38M
|
13.3M
$503M
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
23K+ 19.5% |
$786K - $889K
|
141K
$5.32M
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-24.4K- 16.33% |
$834K - $943K
|
125K
$4.72M
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.73K- 9.07% |
$93.1K - $105K
|
27.3K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
831+ 1.24% |
$28.4K - $32.1K
|
67.9K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
172+ 0.31% |
$5.88K - $6.65K
|
56.1K
$2.12M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 49.56% |
$36.5K - $41.3K
|
3.22K
$121K
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
4.5K+ 5.9% |
$154K - $174K
|
80.7K
$3.05M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.33K- 6.52% |
$79.6K - $90.1K
|
33.4K
$1.26M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.36K- 15.11% |
$46.6K - $52.7K
|
7.66K
$289K
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
55.8K+ 157.05% |
$1.91M - $2.16M
|
91.3K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.65K+ 1.81% |
$261K - $296K
|
430K
$16.2M
|
|
May 15, 2024
Q1 2024
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
16.7K+ 12.76% |
$571K - $645K
|
148K
$5.57M
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.71K- 8.72% |
$229K - $259K
|
70.2K
$2.65M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.38% |
$957 - $1.08K
|
7.43K
$280K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
193New |
$6.6K - $7.46K
|
193
$7.28K
|
|
May 15, 2024
Q1 2024
|
Crawford Fund Management, LLC
Boston, MA |
SELL
|
PUT |
-35.5K- 29.22% |
$1.21M - $1.37M
|
86K
$3.24M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-475K- 12.82% |
$16.2M - $18.4M
|
3.23M
$122M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 1.53% |
$11.3K - $12.8K
|
21.9K
$826K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.9KNew |
$201K - $228K
|
5.9K
$222K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-779- 8.29% |
$26.6K - $30.1K
|
8.62K
$325K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
251K+ 35.01% |
$8.59M - $9.71M
|
969K
$36.6M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.73K- 14.86% |
$59K - $66.8K
|
9.9K
$373K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.2K- 20.27% |
$518K - $586K
|
59.6K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15K+ 12.05% |
$513K - $580K
|
140K
$5.26M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
18.5K+ 61.03% |
$632K - $715K
|
48.8K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.47M- 15.39% |
$50.3M - $56.8M
|
8.08M
$305M
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-155K- 91.51% |
$5.29M - $5.98M
|
14.4K
$542K
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
9.73M+ 236.14% |
$333M - $376M
|
13.9M
$523M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18.3KNew |
$625K - $707K
|
18.3K
$690K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-384K- 44.8% |
$13.1M - $14.8M
|
473K
$17.9M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
629K+ 142.22% |
$21.5M - $24.3M
|
1.07M
$40.4M
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$12.3K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-74.3K- 16.8% |
$2.54M - $2.87M
|
368K
$13.9M
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
367+ 1.39% |
$12.5K - $14.2K
|
26.8K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.66KNew |
$262K - $296K
|
7.66K
$289K
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
70.8KNew |
$2.42M - $2.74M
|
70.8K
$2.67M
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
51.7K+ 3.2% |
$1.77M - $2M
|
1.67M
$62.9M
|