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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
720New |
$26K - $29.2K
|
720
$26.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-212K- 66.73% |
$7.66M - $8.58M
|
106K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.45KNew |
$233K - $262K
|
6.45K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-23.3K- 77.42% |
$841K - $943K
|
6.78K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.41% |
$470 - $527
|
909
$34K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-265- 2.91% |
$9.59K - $10.7K
|
8.85K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-301- 1.42% |
$10.9K - $12.2K
|
20.9K
$782K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.22K+ 36.47% |
$80.3K - $90K
|
8.31K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.74KNew |
$353K - $395K
|
9.74K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
44.6KNew |
$1.61M - $1.81M
|
44.6K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
58.3KNew |
$2.11M - $2.37M
|
58.3K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-42- 5.17% |
$1.52K - $1.7K
|
771
$28.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.53K+ 32.85% |
$236K - $265K
|
26.4K
$986K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.78% |
$14.5K - $16.2K
|
51.4K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.2 - $40.6
|
13.4K
$501K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
79+ 1.28% |
$2.86K - $3.2K
|
6.27K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 2.22% |
$326 - $365
|
397
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.52K- 14.44% |
$127K - $143K
|
20.8K
$778K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$502K - $562K
|
13.9K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 85.53% |
$2.35K - $2.64K
|
141
$5.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.5KNew |
$487K - $545K
|
13.5K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 26.33% |
$37.3K - $41.8K
|
2.89K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-152- 21.23% |
$5.5K - $6.16K
|
564
$21.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
625New |
$22.6K - $25.3K
|
625
$23.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
43+ 0.15% |
$1.56K - $1.74K
|
28.4K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
482New |
$17.4K - $19.5K
|
482
$18K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
50New |
$1.81K - $2.03K
|
50
$1.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-465- 4.44% |
$16.8K - $18.9K
|
10K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.52K+ 13.6% |
$54.8K - $61.5K
|
12.7K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 7.88% |
$7.24K - $8.11K
|
2.34K
$87.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.47KNew |
$89.5K - $100K
|
2.47K
$92.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.2KNew |
$224K - $251K
|
6.2K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 8.83% |
$4.92K - $5.51K
|
1.68K
$62.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-54- 1.97% |
$1.95K - $2.19K
|
2.68K
$100K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 5.97% |
$760 - $852
|
373
$13.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.86K+ 41.66% |
$67.3K - $75.4K
|
6.33K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 40.73% |
$37.3K - $41.8K
|
1.5K
$56K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$489K - $548K
|
13.5K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-239- 90.19% |
$8.65K - $9.69K
|
26
$971
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-723- 1.55% |
$26.2K - $29.3K
|
46K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 80.0% |
$36.2K - $40.6K
|
250
$9.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-879- 8.01% |
$31.8K - $35.6K
|
10.1K
$377K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
77New |
$2.79K - $3.12K
|
77
$2.88K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7.93KNew |
$287K - $322K
|
7.93K
$296K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-375- 50.0% |
$13.6K - $15.2K
|
375
$14K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
23.6KNew |
$855K - $959K
|
23.6K
$883K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.18K+ 33.02% |
$43.4K - $49K
|
4.75K
$178K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3K- 26.99% |
$110K - $124K
|
8.11K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
108KNew |
$3.98M - $4.49M
|
108K
$4.04M
|
|