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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
500+ 5.15% |
$19.9K - $24.4K
|
10.2K
$357K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
285New |
$11.3K - $13.9K
|
285
$9.98K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.79K- 61.4% |
$349K - $428K
|
5.53K
$193K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5+ 0.09% |
$199 - $244
|
5.28K
$185K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 11.16% |
$1.99K - $2.44K
|
498
$17.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
251New |
$9.97K - $12.2K
|
251
$8.79K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$150K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$318 - $390
|
8
$280
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.11KNew |
$163K - $200K
|
4.11K
$144K
|
|
| Q3 2022 | |||||||
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.83KClosed |
$241K - $305K
|
0
$0
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.3K+ 274.23% |
$385K - $487K
|
12.7K
$444K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.55% |
$579 - $733
|
2.56K
$89.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-677- 16.07% |
$28K - $35.5K
|
3.54K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-46- 9.98% |
$1.9K - $2.41K
|
415
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
206New |
$8.52K - $10.8K
|
206
$7.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-7.91K- 40.6% |
$327K - $414K
|
11.6K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.95KNew |
$288K - $364K
|
6.95K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.1KNew |
$706K - $894K
|
17.1K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
5.11KNew |
$211K - $268K
|
5.11K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.62KNew |
$67K - $84.8K
|
1.62K
$56.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.5KNew |
$1.18M - $1.49M
|
28.5K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
83.1KNew |
$3.44M - $4.35M
|
83.1K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.05K+ 8.81% |
$168K - $212K
|
50K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.6KNew |
$2.88M - $3.64M
|
69.6K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.71KNew |
$236K - $299K
|
5.71K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
80KNew |
$3.31M - $4.19M
|
80K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.42K- 2.96% |
$390K - $493K
|
309K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.37K+ 37.68% |
$181K - $229K
|
15.9K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.23K- 1.79% |
$175K - $221K
|
231K
$8.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
6.78KNew |
$281K - $355K
|
6.78K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.3K+ 487.02% |
$882K - $1.12M
|
25.7K
$899K
|
|
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-225K- 24.07% |
$9.29M - $11.8M
|
709K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
21KNew |
$868K - $1.1M
|
21K
$734K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-300- 4.99% |
$12.4K - $15.7K
|
5.71K
$200K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-775- 59.98% |
$32.1K - $40.6K
|
517
$18.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
156New |
$6.46K - $8.17K
|
156
$5.46K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
66New |
$2.73K - $3.46K
|
66
$2.31K
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2K- 11.45% |
$82.8K - $105K
|
15.5K
$541K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.39% |
$82.8 - $105
|
519
$18.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-211- 4.14% |
$8.73K - $11.1K
|
4.89K
$171K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-400- 5.88% |
$16.6K - $20.9K
|
6.4K
$224K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-56- 84.85% |
$2.32K - $2.93K
|
10
$350
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1.22K+ 6.28% |
$50.4K - $63.8K
|
20.6K
$722K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.39KNew |
$306K - $387K
|
7.39K
$259K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$455 - $576
|
11
$385
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 30.0% |
$24.8K - $31.4K
|
1.4K
$49K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$23.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-336- 5.51% |
$13.9K - $17.6K
|
5.76K
$202K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$23.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-218- 3.01% |
$9.02K - $11.4K
|
7.03K
$246K
|
|