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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-535- 1.07% |
$18.3K - $20.7K
|
49.3K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-14Closed |
$479 - $541
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.22K+ 1.06% |
$144K - $163K
|
402K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.56K- 23.66% |
$87.6K - $99.1K
|
8.27K
$291K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.4K- 5.1% |
$47.9K - $54.1K
|
26K
$915K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.85% |
$342 - $387
|
1.19K
$41.9K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.73K+ 28.4% |
$59K - $66.7K
|
7.8K
$274K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.94K- 42.8% |
$169K - $191K
|
6.6K
$232K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
325New |
$11.1K - $12.6K
|
325
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
625New |
$21.4K - $24.2K
|
625
$22K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 6.6% |
$1.37K - $1.55K
|
566
$19.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-774- 3.07% |
$26.5K - $29.9K
|
24.4K
$859K
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-31.1K- 14.1% |
$1.06M - $1.2M
|
189K
$6.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.54KNew |
$189K - $214K
|
5.54K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.5K+ 5.4% |
$85.5K - $96.6K
|
48.8K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.43K- 25.19% |
$83.1K - $94K
|
7.22K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$193K - $218K
|
5.64K
$198K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$1.03K - $1.16K
|
30
$1.05K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-75- 50.0% |
$2.56K - $2.9K
|
75
$2.64K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 49.14% |
$502K - $580K
|
46.7K
$1.64M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
125New |
$4.07K - $4.71K
|
125
$4.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
36.3K+ 58.45% |
$1.18M - $1.37M
|
98.4K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-846K- 36.18% |
$27.6M - $31.9M
|
1.49M
$52.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-176K- 97.31% |
$5.74M - $6.63M
|
4.87K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-45.1K- 45.28% |
$1.47M - $1.7M
|
54.5K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.1KNew |
$231K - $267K
|
7.1K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
34.9KNew |
$1.14M - $1.31M
|
34.9K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
466New |
$15.2K - $17.5K
|
466
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
613+ 1656.76% |
$20K - $23.1K
|
650
$22.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.38KNew |
$273K - $315K
|
8.38K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.21K+ 56.29% |
$137K - $158K
|
11.7K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-566K- 98.76% |
$18.4M - $21.3M
|
7.1K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
39.9KNew |
$1.3M - $1.5M
|
39.9K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.69% |
$1.37K - $1.58K
|
6.11K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.83K- 29.4% |
$92.2K - $106K
|
6.79K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 31.76% |
$103K - $119K
|
6.77K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-200- 2.44% |
$6.52K - $7.53K
|
8K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
16.2KNew |
$527K - $608K
|
16.2K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
7.9KNew |
$257K - $297K
|
7.9K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.51KNew |
$81.9K - $94.6K
|
2.51K
$88.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.3K- 7.78% |
$42.4K - $48.9K
|
15.4K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.18KNew |
$201K - $232K
|
6.18K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.68KNew |
$250K - $289K
|
7.68K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.59KNew |
$182K - $210K
|
5.59K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$32.6 - $37.6
|
1
$35.2
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$1.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679+ 246.01% |
$22.1K - $25.6K
|
955
$33.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$245K - $283K
|
7.51K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$261 - $301
|
8
$281
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-463- 7.37% |
$15.1K - $17.4K
|
5.82K
$205K
|
|