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 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.92K+ 12.17% |
$178K - $200K
|
45.3K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.6KNew |
$635K - $712K
|
17.6K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$109 - $122
|
10.5K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-8- 0.02% |
$289 - $324
|
47.3K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.5K- 76.48% |
$54.3K - $60.9K
|
462
$18.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91+ 6.35% |
$3.29K - $3.69K
|
1.52K
$60.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-622- 3.37% |
$22.5K - $25.2K
|
17.8K
$708K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.88K- 4.61% |
$67.8K - $76K
|
38.8K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-427- 4.54% |
$15.4K - $17.3K
|
8.97K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.26K- 12.09% |
$45.5K - $51K
|
9.15K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.78K- 7.09% |
$64.5K - $72.3K
|
23.4K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 0.3% |
$72.4 - $81.1
|
674
$26.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.72K+ 0.86% |
$62.2K - $69.7K
|
202K
$8.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
856+ 8.51% |
$31K - $34.7K
|
10.9K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-723- 1.55% |
$26.2K - $29.3K
|
46K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.04% |
$109 - $122
|
7.91K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 80.0% |
$36.2K - $40.6K
|
250
$9.93K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
84.2K+ 219.45% |
$3.05M - $3.41M
|
123K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.89K- 13.31% |
$68.3K - $76.6K
|
12.3K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.8% |
$145 - $162
|
503
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
59.4KNew |
$2.15M - $2.41M
|
59.4K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1K- 11.66% |
$36.2K - $40.6K
|
7.58K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.62K- 7.03% |
$58.6K - $65.7K
|
21.4K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-759- 9.89% |
$27.5K - $30.8K
|
6.92K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-23- 0.14% |
$832 - $933
|
16.9K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.8K+ 2.81% |
$174K - $195K
|
176K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-38K- 77.17% |
$1.38M - $1.54M
|
11.3K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-250- 1.85% |
$9.05K - $10.1K
|
13.3K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.86K- 2.77% |
$104K - $116K
|
101K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-879- 8.01% |
$31.8K - $35.6K
|
10.1K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 0.61% |
$2.03K - $2.27K
|
9.19K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-820- 9.5% |
$29.7K - $33.3K
|
7.81K
$310K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9New |
$326 - $365
|
9
$357
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77New |
$2.79K - $3.12K
|
77
$3.06K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.93KNew |
$287K - $322K
|
7.93K
$315K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-318- 2.66% |
$11.5K - $12.9K
|
11.7K
$463K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4+ 0.7% |
$145 - $162
|
573
$22.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-375- 50.0% |
$13.6K - $15.2K
|
375
$14.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-143- 0.86% |
$5.17K - $5.8K
|
16.4K
$653K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
973K+ 16.66% |
$35.2M - $39.4M
|
6.81M
$270M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
8.8K+ 166.04% |
$318K - $357K
|
14.1K
$560K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
23.6KNew |
$855K - $959K
|
23.6K
$939K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-30- 20.0% |
$1.09K - $1.22K
|
120
$4.76K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
332+ 7.2% |
$12K - $13.5K
|
4.95K
$196K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
17.8K+ 0.55% |
$655K - $740K
|
3.23M
$128M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
821+ 1.05% |
$30.2K - $34.1K
|
78.7K
$3.12M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 8.33% |
$367 - $415
|
110
$4.37K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-130- 1.68% |
$4.78K - $5.39K
|
7.63K
$303K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3K- 26.99% |
$110K - $124K
|
8.11K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-624- 5.4% |
$22.9K - $25.9K
|
10.9K
$434K
|
|