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 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
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.4K+ 5.63% |
$46.9K - $56.8K
|
26.3K
$980K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-360- 4.59% |
$12.1K - $14.6K
|
7.48K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
566+ 3.22% |
$19K - $23K
|
18.1K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.36K- 4.98% |
$213K - $258K
|
121K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$670 - $811
|
20
$747
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.12K+ 16.92% |
$70.9K - $85.9K
|
14.6K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
263+ 22.1% |
$8.81K - $10.7K
|
1.45K
$54.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60New |
$2.01K - $2.43K
|
60
$2.24K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.85K - $3.45K
|
85
$3.17K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2.14K+ 21.07% |
$71.6K - $86.7K
|
12.3K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.57K- 0.78% |
$52.6K - $63.7K
|
200K
$7.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
147+ 2.07% |
$4.92K - $5.96K
|
7.25K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.32KNew |
$178K - $216K
|
5.32K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5.13KNew |
$172K - $208K
|
5.13K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.7K- 4.39% |
$258K - $312K
|
168K
$6.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 10.71% |
$100 - $122
|
31
$1.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
254KNew |
$8.5M - $10.3M
|
254K
$9.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 25.0% |
$134 - $162
|
12
$448
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.06KNew |
$35.6K - $43.1K
|
1.06K
$39.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-255- 1.84% |
$8.54K - $10.3K
|
13.6K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-158- 16.06% |
$5.29K - $6.41K
|
826
$30.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 31.09% |
$39.3K - $47.5K
|
2.6K
$97K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-541- 4.08% |
$18.1K - $21.9K
|
12.7K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.92% |
$134 - $162
|
439
$16.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$33.5 - $40.6
|
167
$6.24K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
281+ 2554.55% |
$9.41K - $11.4K
|
292
$10.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.25K- 1.38% |
$42K - $50.8K
|
89.8K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.87K+ 7.98% |
$62.5K - $75.7K
|
25.3K
$943K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
28+ 0.44% |
$938 - $1.14K
|
6.46K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-18.3K- 30.89% |
$614K - $744K
|
41K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-580- 5.8% |
$19.4K - $23.5K
|
9.41K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 1900.0% |
$636 - $771
|
20
$747
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44New |
$1.47K - $1.79K
|
44
$1.64K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.26KNew |
$310K - $376K
|
9.26K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-224K- 22.75% |
$7.5M - $9.09M
|
761K
$28.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.04% |
$804 - $974
|
1.15K
$43.1K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
882New |
$29.5K - $35.8K
|
882
$32.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
5.27KNew |
$176K - $214K
|
5.27K
$197K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4- 50.0% |
$134 - $162
|
4
$149
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-208- 1.07% |
$6.97K - $8.44K
|
19.3K
$722K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
35.4KNew |
$1.18M - $1.43M
|
35.4K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$6.7K - $8.11K
|
200
$7.47K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.37% |
$1K - $1.22K
|
8.06K
$301K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.27K- 22.04% |
$76.1K - $92.1K
|
8.04K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 233.33% |
$703 - $852
|
30
$1.12K
|