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 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
7.1KNew |
$231K - $267K
|
7.1K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
34.9KNew |
$1.14M - $1.31M
|
34.9K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
466New |
$15.2K - $17.5K
|
466
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
613+ 1656.76% |
$20K - $23.1K
|
650
$24.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.21K+ 56.29% |
$137K - $158K
|
11.7K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
39.9KNew |
$1.3M - $1.5M
|
39.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
42+ 0.69% |
$1.37K - $1.58K
|
6.11K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.83K- 29.4% |
$92.2K - $106K
|
6.79K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 31.76% |
$103K - $119K
|
6.77K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-200- 2.44% |
$6.52K - $7.53K
|
8K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
16.2KNew |
$527K - $608K
|
16.2K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
7.9KNew |
$257K - $297K
|
7.9K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.3K- 7.78% |
$42.4K - $48.9K
|
15.4K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.18KNew |
$201K - $232K
|
6.18K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
7.68KNew |
$250K - $289K
|
7.68K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$32.6 - $37.6
|
1
$37.4
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45New |
$1.47K - $1.69K
|
45
$1.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
679+ 246.01% |
$22.1K - $25.6K
|
955
$35.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.51KNew |
$245K - $283K
|
7.51K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$261 - $301
|
8
$299
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-463- 7.37% |
$15.1K - $17.4K
|
5.82K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
8.75KNew |
$285K - $329K
|
8.75K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
108+ 68.35% |
$3.52K - $4.07K
|
266
$9.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500New |
$16.3K - $18.8K
|
500
$18.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
1.84K+ 0.29% |
$60K - $69.3K
|
630K
$23.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21.2K- 20.26% |
$692K - $799K
|
83.6K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
678New |
$22.1K - $25.5K
|
678
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 8.43% |
$16.3K - $18.8K
|
5.43K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.69KNew |
$185K - $214K
|
5.69K
$213K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
21.2KNew |
$690K - $797K
|
21.2K
$791K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9- 5.42% |
$293 - $339
|
157
$5.86K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.65K- 13.16% |
$152K - $175K
|
30.7K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
45+ 1.36% |
$1.47K - $1.69K
|
3.34K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.55% |
$326 - $376
|
1.82K
$67.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
168New |
$5.48K - $6.32K
|
168
$6.27K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
53+ 0.78% |
$1.73K - $1.99K
|
6.82K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 3.9% |
$23.2K - $26.8K
|
17.5K
$654K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-43- 60.56% |
$1.4K - $1.62K
|
28
$1.05K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-58- 0.93% |
$1.89K - $2.18K
|
6.17K
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7KNew |
$228K - $263K
|
7K
$261K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
82+ 1.0% |
$2.67K - $3.09K
|
8.31K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.78KNew |
$188K - $217K
|
5.78K
$216K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
5.53KNew |
$180K - $208K
|
5.53K
$207K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.67KNew |
$185K - $213K
|
5.67K
$212K
|
|
| Q3 2023 | |||||||
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-23.5K- 59.96% |
$801K - $1.01M
|
15.7K
$587K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 112.0% |
$1.91K - $2.41K
|
106
$3.96K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.9K+ 159.03% |
$472K - $597K
|
22.6K
$843K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-202- 5.29% |
$6.88K - $8.71K
|
3.61K
$135K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.36KNew |
$183K - $231K
|
5.36K
$200K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.3K+ 87.24% |
$214K - $271K
|
13.5K
$505K
|
|