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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.55KNew |
$219K - $250K
|
5.55K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$39.5 - $45
|
7.42K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 8.19% |
$40.6K - $46.3K
|
11.5K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-429K- 7.89% |
$16.9M - $19.3M
|
5M
$187M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
310+ 5.78% |
$12.2K - $14K
|
5.67K
$212K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.43KNew |
$214K - $245K
|
5.43K
$203K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.92% |
$39.5 - $45
|
110
$4.11K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-582- 2.6% |
$23K - $26.2K
|
21.8K
$813K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.37K- 66.77% |
$133K - $152K
|
1.68K
$62.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
191New |
$7.54K - $8.6K
|
191
$7.13K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-822- 0.9% |
$32.4K - $37K
|
91K
$3.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.74K- 47.04% |
$266K - $304K
|
7.59K
$284K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8- 66.67% |
$316 - $360
|
4
$149
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
11.1KNew |
$438K - $500K
|
11.1K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-289- 0.58% |
$11.4K - $13K
|
49.3K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.95K- 35.22% |
$393K - $448K
|
18.3K
$684K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-972- 9.0% |
$38.4K - $43.8K
|
9.83K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-812- 24.14% |
$32K - $36.6K
|
2.55K
$95.3K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.18K- 48.06% |
$323K - $368K
|
8.84K
$330K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
24New |
$947 - $1.08K
|
24
$896
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
5.92KNew |
$234K - $267K
|
5.92K
$221K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11New |
$434 - $495
|
11
$411
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.64% |
$118 - $135
|
472
$17.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
6.05K+ 40.55% |
$239K - $272K
|
21K
$783K
|
|
| 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
$37.4K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-464- 88.72% |
$18.9K - $22.7K
|
59
$2.2K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.95KNew |
$364K - $439K
|
8.95K
$334K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
41.8KNew |
$1.7M - $2.05M
|
41.8K
$1.56M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$198K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
134+ 1.92% |
$5.45K - $6.57K
|
7.12K
$266K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$40.7 - $49
|
4.83K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.84KNew |
$278K - $335K
|
6.84K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
11.8KNew |
$479K - $578K
|
11.8K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 0.89% |
$5.28K - $6.37K
|
14.4K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.3KNew |
$215K - $260K
|
5.3K
$198K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
7.11KNew |
$289K - $348K
|
7.11K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$40.7 - $49
|
1
$37.4
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.51K- 53.0% |
$224K - $270K
|
4.88K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 5.86% |
$19.6K - $23.6K
|
7.72K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
647New |
$26.3K - $31.7K
|
647
$24.2K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.1KNew |
$693K - $836K
|
17.1K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.8KNew |
$440K - $531K
|
10.8K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.1KNew |
$694K - $836K
|
17.1K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.5KNew |
$834K - $1.01M
|
20.5K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-546- 6.47% |
$22.2K - $26.8K
|
7.89K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-62.9K- 97.37% |
$2.56M - $3.08M
|
1.7K
$63.5K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-644- 7.87% |
$26.2K - $31.6K
|
7.54K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
200+ 4.98% |
$8.13K - $9.8K
|
4.21K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-698- 11.48% |
$28.4K - $34.2K
|
5.38K
$201K
|
|