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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$331 - $373
|
9
$336
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 2.0% |
$735 - $830
|
1.02K
$38.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
337+ 4.38% |
$12.4K - $14K
|
8.02K
$300K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$225K - $254K
|
6.12K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
98.1KNew |
$3.61M - $4.07M
|
98.1K
$3.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.2K- 22.17% |
$1.15M - $1.29M
|
110K
$4.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.8K+ 44.45% |
$948K - $1.07M
|
83.9K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 51.86% |
$84.1K - $95K
|
2.13K
$79.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 1.29% |
$3.67K - $4.15K
|
7.84K
$293K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
7.1K+ 710.0% |
$261K - $295K
|
8.1K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-137- 83.54% |
$5.03K - $5.68K
|
27
$1.01K
|
|
| Q2 2024 | |||||||
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-51Closed |
$1.73K - $2.02K
|
0
$0
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1K- 62.5% |
$33.9K - $39.7K
|
600
$22.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
842New |
$28.5K - $33.4K
|
842
$31.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-259- 33.33% |
$8.77K - $10.3K
|
518
$19.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.4K+ 44.14% |
$354K - $414K
|
34.1K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12- 0.22% |
$407 - $476
|
5.54K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.2KNew |
$922K - $1.08M
|
27.2K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
19KNew |
$643K - $752K
|
19K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-800- 1.88% |
$27.1K - $31.7K
|
41.7K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.4KNew |
$454K - $532K
|
13.4K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$4.24K - $4.96K
|
125
$4.67K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
239+ 4.39% |
$8.1K - $9.48K
|
5.69K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-20.2K- 46.72% |
$683K - $800K
|
23K
$859K
|
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
16K+ 3.75% |
$542K - $635K
|
443K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-202K- 0.65% |
$6.86M - $8.03M
|
30.8M
$1.15B
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 1.17% |
$474 - $555
|
1.22K
$45.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 20.75% |
$60.9K - $71.3K
|
6.87K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.66KNew |
$158K - $185K
|
4.66K
$174K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21Closed |
$711 - $833
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-7.1K- 2.58% |
$241K - $282K
|
268K
$10M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-370- 1.77% |
$12.5K - $14.7K
|
20.6K
$769K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.77KNew |
$196K - $229K
|
5.77K
$216K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 22.81% |
$440 - $516
|
44
$1.64K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.8KNew |
$536K - $627K
|
15.8K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
371New |
$12.6K - $14.7K
|
371
$13.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
57+ 0.73% |
$1.93K - $2.26K
|
7.91K
$296K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2K+ 86.49% |
$108K - $127K
|
6.9K
$258K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.77KNew |
$59.8K - $70.1K
|
1.77K
$66K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
63+ 6.87% |
$2.13K - $2.5K
|
980
$36.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 2.81% |
$16.9K - $19.8K
|
17.3K
$645K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25.5K- 52.34% |
$864K - $1.01M
|
23.2K
$868K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
63New |
$2.13K - $2.5K
|
63
$2.35K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17New |
$576 - $674
|
17
$635
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-6.15K- 46.99% |
$208K - $244K
|
6.94K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-208- 39.39% |
$7.05K - $8.25K
|
320
$12K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
107+ 0.75% |
$3.63K - $4.24K
|
14.3K
$534K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
321New |
$10.9K - $12.7K
|
321
$12K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
32New |
$1.08K - $1.27K
|
32
$1.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 1.15% |
$33.9 - $39.7
|
88
$3.29K
|
|