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 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-159- 1.36% |
$5.32K - $6.45K
|
11.5K
$429K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-455- 4.95% |
$15.2K - $18.5K
|
8.73K
$326K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.6K- 1.63% |
$420K - $471K
|
702K
$26.2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-431- 1.17% |
$15.6K - $17.5K
|
36.6K
$1.37M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-828- 2.28% |
$30K - $33.6K
|
35.5K
$1.33M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-50.3K- 5.91% |
$1.82M - $2.04M
|
801K
$29.9M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$109 - $122
|
3
$112
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
83.3KNew |
$3.01M - $3.38M
|
83.3K
$3.11M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
138New |
$4.99K - $5.6K
|
138
$5.15K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$72.4 - $81.1
|
2
$74.7
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$277K - $310K
|
7.65K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-58.2K- 8.9% |
$2.1M - $2.36M
|
595K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 0.6% |
$1.27K - $1.42K
|
5.77K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
771New |
$27.9K - $31.3K
|
771
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-4.26K- 2.64% |
$154K - $173K
|
157K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-79.1K- 16.63% |
$2.86M - $3.21M
|
397K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.78K- 38.53% |
$173K - $194K
|
7.63K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 21.29% |
$648K - $726K
|
66.2K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-25.9K- 3.13% |
$937K - $1.05M
|
803K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
11+ 29.73% |
$398 - $446
|
48
$1.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
10.7KNew |
$388K - $435K
|
10.7K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
18+ 12.68% |
$651 - $730
|
160
$5.98K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.03KNew |
$182K - $204K
|
5.03K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-17- 10.97% |
$615 - $689
|
138
$5.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.13KNew |
$40.7K - $45.6K
|
1.13K
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 12.4% |
$2.17K - $2.43K
|
424
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$181 - $203
|
5
$187
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 3.79% |
$579 - $649
|
406
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.05K - $10.1K
|
250
$9.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-16K- 50.07% |
$580K - $650K
|
16K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-42.5K- 23.97% |
$1.54M - $1.72M
|
135K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-34.1K- 26.46% |
$1.23M - $1.38M
|
94.8K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.88K- 5.13% |
$140K - $157K
|
71.8K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7New |
$253 - $284
|
7
$261
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.23K- 9.75% |
$80.8K - $90.5K
|
20.7K
$772K
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
8.55KNew |
$309K - $347K
|
8.55K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-184- 28.22% |
$6.66K - $7.46K
|
468
$17.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-626- 6.02% |
$22.6K - $25.4K
|
9.77K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.13KNew |
$330K - $370K
|
9.13K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
74.9KNew |
$2.71M - $3.04M
|
74.9K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
115New |
$4.16K - $4.66K
|
115
$4.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55- 1.0% |
$1.99K - $2.23K
|
5.46K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.74KNew |
$244K - $273K
|
6.74K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
14New |
$507 - $568
|
14
$523
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.02KNew |
$290K - $325K
|
8.02K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-479- 2.45% |
$17.3K - $19.4K
|
19.1K
$713K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-483- 11.99% |
$17.5K - $19.6K
|
3.55K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.81K+ 2.9% |
$65.4K - $73.4K
|
64.2K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300New |
$10.9K - $12.2K
|
300
$11.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
140New |
$5.07K - $5.68K
|
140
$5.23K
|
|