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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.5K+ 15.7% |
$55.1K - $62.2K
|
11.1K
$439K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-400- 41.67% |
$14.7K - $16.6K
|
560
$22.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$2.2K - $2.49K
|
60
$2.38K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $41.5
|
11K
$435K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.37% |
$1.1K - $1.24K
|
8.03K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
16.3KNew |
$600K - $678K
|
16.3K
$648K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-499- 4.21% |
$18.3K - $20.7K
|
11.4K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.69KNew |
$62.2K - $70.2K
|
1.69K
$67.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
33New |
$1.21K - $1.37K
|
33
$1.31K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.75KNew |
$211K - $239K
|
5.75K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.68KNew |
$282K - $319K
|
7.68K
$305K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.3KNew |
$47.7K - $53.9K
|
1.3K
$51.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
84New |
$3.09K - $3.49K
|
84
$3.33K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.3K+ 22.67% |
$195K - $220K
|
28.7K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
184New |
$6.76K - $7.63K
|
184
$7.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
327New |
$12K - $13.6K
|
327
$13K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
227+ 1418.75% |
$8.34K - $9.42K
|
243
$9.65K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-114- 0.25% |
$4.19K - $4.73K
|
44.9K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
300+ 21.66% |
$11K - $12.4K
|
1.69K
$66.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-332- 39.9% |
$12.2K - $13.8K
|
500
$19.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$331 - $373
|
9
$357
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-803- 0.88% |
$29.5K - $33.3K
|
91K
$3.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 12.24% |
$11K - $12.4K
|
2.15K
$85.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.35KNew |
$197K - $222K
|
5.35K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.5KNew |
$275K - $311K
|
7.5K
$298K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 2.0% |
$735 - $830
|
1.02K
$40.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
337+ 4.38% |
$12.4K - $14K
|
8.02K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.99K+ 2.61% |
$330K - $373K
|
354K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$225K - $254K
|
6.12K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98.1KNew |
$3.61M - $4.07M
|
98.1K
$3.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-7.35K- 7.3% |
$270K - $305K
|
93.3K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.2K- 22.17% |
$1.15M - $1.29M
|
110K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.8K+ 44.45% |
$948K - $1.07M
|
83.9K
$3.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 51.86% |
$84.1K - $95K
|
2.13K
$84.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
655New |
$24.1K - $27.2K
|
655
$26K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
24+ 2.08% |
$882 - $996
|
1.18K
$46.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
727+ 157.02% |
$26.7K - $30.2K
|
1.19K
$47.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.32KNew |
$196K - $221K
|
5.32K
$211K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 1.29% |
$3.67K - $4.15K
|
7.84K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.1K+ 710.0% |
$261K - $295K
|
8.1K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
BUY
|
- |
24K+ 36.36% |
$882K - $996K
|
90K
$3.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-159- 16.27% |
$5.84K - $6.6K
|
818
$32.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.19KNew |
$191K - $215K
|
5.19K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-137- 83.54% |
$5.03K - $5.68K
|
27
$1.07K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.16K- 18.89% |
$42.8K - $48.3K
|
5K
$198K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
23.7K+ 16.89% |
$804K - $941K
|
164K
$6.52M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1K- 62.5% |
$33.9K - $39.7K
|
600
$23.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
842New |
$28.5K - $33.4K
|
842
$33.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-259- 33.33% |
$8.77K - $10.3K
|
518
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.4K+ 44.14% |
$354K - $414K
|
34.1K
$1.35M
|
|