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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.2K- 2.64% |
$642K - $778K
|
706K
$26.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
29.7K+ 5.86% |
$995K - $1.21M
|
537K
$20M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
804+ 3.61% |
$26.9K - $32.6K
|
23.1K
$861K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.3% |
$167 - $203
|
1.67K
$62.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-900- 41.86% |
$30.1K - $36.5K
|
1.25K
$46.7K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-32.2K- 11.35% |
$1.08M - $1.31M
|
252K
$9.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.84K- 4.01% |
$162K - $196K
|
116K
$4.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.68K- 57.34% |
$56.3K - $68.2K
|
1.25K
$46.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
850New |
$28.5K - $34.5K
|
850
$31.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 18.18% |
$201 - $243
|
39
$1.46K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
334New |
$11.2K - $13.6K
|
334
$12.5K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.58% |
$67 - $81.1
|
346
$12.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.78K- 4.66% |
$93K - $113K
|
56.8K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.19K- 3.06% |
$107K - $129K
|
101K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-317- 5.47% |
$10.6K - $12.9K
|
5.48K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.2K+ 15.58% |
$474K - $575K
|
105K
$3.93M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
159+ 0.94% |
$5.32K - $6.45K
|
17K
$636K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.3KNew |
$445K - $539K
|
13.3K
$497K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-858- 54.82% |
$28.7K - $34.8K
|
707
$26.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
146+ 1.84% |
$4.89K - $5.92K
|
8.09K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77New |
$2.58K - $3.12K
|
77
$2.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.83% |
$569 - $690
|
2.05K
$76.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-239- 0.73% |
$8K - $9.7K
|
32.3K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.7K- 20.62% |
$391K - $473K
|
44.9K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
34.5KNew |
$1.16M - $1.4M
|
34.5K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
879+ 8.41% |
$29.4K - $35.7K
|
11.3K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 0.85% |
$569 - $690
|
2.01K
$75K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19.3K- 13.03% |
$646K - $782K
|
129K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 13.14% |
$359K - $435K
|
92.3K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-15- 0.22% |
$502 - $609
|
6.73K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 5.59% |
$837 - $1.01K
|
472
$17.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.8% |
$1.67K - $2.03K
|
6.19K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.77K+ 11.14% |
$59.1K - $71.6K
|
17.6K
$658K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 14.23% |
$40.8K - $49.4K
|
9.78K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.71K- 33.47% |
$292K - $353K
|
17.3K
$647K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
20+ 0.2% |
$670 - $811
|
9.97K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 20.68% |
$80.5K - $97.5K
|
9.22K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
800+ 2.78% |
$26.8K - $32.5K
|
29.6K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
304+ 1.29% |
$10.2K - $12.3K
|
23.9K
$894K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-89- 0.83% |
$2.98K - $3.61K
|
10.6K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.08% |
$201 - $243
|
7.11K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
350K+ 16.45% |
$11.7M - $14.2M
|
2.48M
$92.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
23K+ 3518.63% |
$772K - $935K
|
23.7K
$885K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13+ 0.23% |
$435 - $527
|
5.55K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
266+ 37.46% |
$8.91K - $10.8K
|
976
$36.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13- 0.81% |
$435 - $527
|
1.6K
$59.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
305+ 0.09% |
$10.2K - $12.4K
|
352K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.1K+ 9.77% |
$70.3K - $85.2K
|
23.6K
$881K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 66.67% |
$67 - $81.1
|
1
$37.4
|