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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.64% |
$118 - $135
|
472
$18.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.05K+ 40.55% |
$239K - $272K
|
21K
$833K
|
|
| Q1 2023 | |||||||
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.51KClosed |
$183K - $221K
|
0
$0
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1KNew |
$40.7K - $49K
|
1K
$39.7K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-464- 88.72% |
$18.9K - $22.7K
|
59
$2.34K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.95KNew |
$364K - $439K
|
8.95K
$355K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
41.8KNew |
$1.7M - $2.05M
|
41.8K
$1.66M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$210K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
134+ 1.92% |
$5.45K - $6.57K
|
7.12K
$283K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$40.7 - $49
|
4.83K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.84KNew |
$278K - $335K
|
6.84K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$479K - $578K
|
11.8K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 0.89% |
$5.28K - $6.37K
|
14.4K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.11KNew |
$289K - $348K
|
7.11K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$40.7 - $49
|
1
$39.7
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.51K- 53.0% |
$224K - $270K
|
4.88K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 5.86% |
$19.6K - $23.6K
|
7.72K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
647New |
$26.3K - $31.7K
|
647
$25.7K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.1KNew |
$693K - $836K
|
17.1K
$677K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.8KNew |
$440K - $531K
|
10.8K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.8KNew |
$437K - $527K
|
10.8K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.1KNew |
$694K - $836K
|
17.1K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.5KNew |
$834K - $1.01M
|
20.5K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-546- 6.47% |
$22.2K - $26.8K
|
7.89K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-62.9K- 97.37% |
$2.56M - $3.08M
|
1.7K
$67.5K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-644- 7.87% |
$26.2K - $31.6K
|
7.54K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.31KNew |
$216K - $260K
|
5.31K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
200+ 4.98% |
$8.13K - $9.8K
|
4.21K
$167K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-698- 11.48% |
$28.4K - $34.2K
|
5.38K
$214K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$20.3K - $24.5K
|
500
$19.9K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-522- 69.6% |
$21.2K - $25.6K
|
228
$9.05K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 60.01% |
$102K - $123K
|
1.67K
$66.1K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.92KNew |
$200K - $241K
|
4.92K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
570New |
$23.2K - $27.9K
|
570
$22.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73MNew |
$111M - $134M
|
2.73M
$108M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
772New |
$31.4K - $37.8K
|
772
$30.6K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.95K+ 53.16% |
$364K - $438K
|
25.8K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
180New |
$7.32K - $8.82K
|
180
$7.15K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.34% |
$40.7 - $49
|
297
$11.8K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.01% |
$40.7 - $49
|
7.33K
$291K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 21.82% |
$488 - $588
|
43
$1.71K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$569 - $686
|
8.39K
$333K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.88K- 16.21% |
$158K - $190K
|
20K
$795K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-27.5K- 82.24% |
$1.12M - $1.35M
|
5.94K
$236K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
26.3KNew |
$1.07M - $1.29M
|
26.3K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
527New |
$21.4K - $25.8K
|
527
$20.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
117+ 1.5% |
$4.76K - $5.73K
|
7.89K
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-550- 7.45% |
$22.4K - $27K
|
6.84K
$271K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-15- 1.75% |
$610 - $735
|
843
$33.5K
|
|