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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 2.81% |
$16.9K - $19.8K
|
17.3K
$607K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
37+ 8.43% |
$1.25K - $1.47K
|
476
$16.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.46K+ 55.76% |
$321K - $375K
|
26.4K
$929K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25.5K- 52.34% |
$864K - $1.01M
|
23.2K
$817K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$2.13K - $2.5K
|
63
$2.22K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17New |
$576 - $674
|
17
$598
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1K- 84.75% |
$33.9K - $39.7K
|
180
$6.33K
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-6.15K- 46.99% |
$208K - $244K
|
6.94K
$244K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.01% |
$67.8 - $79.3
|
14.4K
$507K
|
|
|
Jul 25, 2024
Q2 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.6K- 2.48% |
$88.1K - $103K
|
102K
$3.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-208- 39.39% |
$7.05K - $8.25K
|
320
$11.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
107+ 0.75% |
$3.63K - $4.24K
|
14.3K
$503K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$10.9K - $12.7K
|
321
$11.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.08K - $1.27K
|
32
$1.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 1.15% |
$33.9 - $39.7
|
88
$3.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-314- 5.58% |
$10.6K - $12.5K
|
5.32K
$187K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.87KNew |
$63.3K - $74.1K
|
1.87K
$65.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-334- 5.15% |
$11.3K - $13.2K
|
6.16K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
59New |
$2K - $2.34K
|
59
$2.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 8.33% |
$169 - $198
|
55
$1.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-778- 77.18% |
$26.4K - $30.9K
|
230
$8.09K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-350- 3.28% |
$11.9K - $13.9K
|
10.3K
$362K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
380New |
$12.9K - $15.1K
|
380
$13.4K
|
|
|
Jul 16, 2024
Q2 2024
|
M&G PLC
London, X0 |
BUY
|
- |
13KNew |
$441K - $517K
|
13K
$458K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-275- 25.0% |
$9.32K - $10.9K
|
825
$29K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
161New |
$5.45K - $6.39K
|
161
$5.66K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.3K- 11.08% |
$44.2K - $51.7K
|
10.5K
$368K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 2.45% |
$2.57K - $3.01K
|
3.02K
$106K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-16- 1.53% |
$542 - $635
|
1.03K
$36.2K
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
174New |
$5.95K - $6.73K
|
174
$6.12K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
768+ 1.63% |
$26.3K - $29.7K
|
48K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
16.7K+ 12.76% |
$571K - $645K
|
148K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$11.4K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
367+ 1.39% |
$12.5K - $14.2K
|
26.8K
$941K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.49KNew |
$290K - $328K
|
8.49K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-366K- 78.79% |
$12.5M - $14.1M
|
98.4K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$79.8K - $90.3K
|
2.34K
$82.1K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.46KNew |
$187K - $211K
|
5.46K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.71K- 15.91% |
$195K - $221K
|
30.2K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1KNew |
$482K - $545K
|
14.1K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-376- 89.1% |
$12.9K - $14.5K
|
46
$1.62K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-409- 4.96% |
$14K - $15.8K
|
7.84K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.85K- 25.0% |
$63.2K - $71.5K
|
5.55K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
200New |
$6.84K - $7.73K
|
200
$7.03K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
42.5KNew |
$1.45M - $1.64M
|
42.5K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 66.67% |
$273 - $309
|
20
$703
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
862New |
$29.5K - $33.3K
|
862
$30.3K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
16.8K+ 155.08% |
$574K - $649K
|
27.6K
$971K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.57K- 1.94% |
$225K - $254K
|
333K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
SELL
|
- |
-352K- 87.06% |
$12M - $13.6M
|
52.3K
$1.84M
|
|