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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
500New |
$20.3K - $24.5K
|
500
$18.7K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-522- 69.6% |
$21.2K - $25.6K
|
228
$8.52K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 60.01% |
$102K - $123K
|
1.67K
$62.2K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4.92KNew |
$200K - $241K
|
4.92K
$184K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
570New |
$23.2K - $27.9K
|
570
$21.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.73MNew |
$111M - $134M
|
2.73M
$102M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
772New |
$31.4K - $37.8K
|
772
$28.8K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
8.95K+ 53.16% |
$364K - $438K
|
25.8K
$963K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
180New |
$7.32K - $8.82K
|
180
$6.72K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.34% |
$40.7 - $49
|
297
$11.1K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.01% |
$40.7 - $49
|
7.33K
$274K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 21.82% |
$488 - $588
|
43
$1.61K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
14+ 0.17% |
$569 - $686
|
8.39K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.88K- 16.21% |
$158K - $190K
|
20K
$748K
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
26.3KNew |
$1.07M - $1.29M
|
26.3K
$981K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
527New |
$21.4K - $25.8K
|
527
$19.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
117+ 1.5% |
$4.76K - $5.73K
|
7.89K
$295K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-550- 7.45% |
$22.4K - $27K
|
6.84K
$255K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-15- 1.75% |
$610 - $735
|
843
$31.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
21+ 0.44% |
$854 - $1.03K
|
4.79K
$179K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
414New |
$16.8K - $20.3K
|
414
$15.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-178- 49.44% |
$7.24K - $8.72K
|
182
$6.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
250+ 50.0% |
$10.2K - $12.3K
|
750
$28K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
61+ 14.19% |
$2.48K - $2.99K
|
491
$18.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 7.32% |
$8.13K - $9.8K
|
2.53K
$94.5K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.28KNew |
$210K - $257K
|
5.28K
$197K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$43.8K - $53.7K
|
1.1K
$41.2K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-700- 2.56% |
$27.8K - $34.1K
|
26.6K
$994K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
9.88KNew |
$393K - $482K
|
9.88K
$369K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
900New |
$35.8K - $43.9K
|
900
$33.6K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
444New |
$17.6K - $21.6K
|
444
$16.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
460New |
$18.3K - $22.4K
|
460
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
30K+ 81.08% |
$1.19M - $1.46M
|
67K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
711New |
$28.2K - $34.7K
|
711
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
52.7K+ 238.23% |
$2.09M - $2.57M
|
74.8K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.69KNew |
$186K - $229K
|
4.69K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.38KNew |
$214K - $262K
|
5.38K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.96KNew |
$157K - $193K
|
3.96K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
30.3K+ 2.78% |
$1.21M - $1.48M
|
1.12M
$42M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
625New |
$24.8K - $30.5K
|
625
$23.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
4.85KNew |
$193K - $236K
|
4.85K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
40New |
$1.59K - $1.95K
|
40
$1.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.42K+ 6.55% |
$56.4K - $69.2K
|
23.1K
$862K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
82New |
$3.26K - $4K
|
82
$3.06K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
181New |
$7.19K - $8.82K
|
181
$6.76K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
17New |
$675 - $829
|
17
$635
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.4KNew |
$175K - $214K
|
4.4K
$164K
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
56.1K+ 6200.0% |
$2.23M - $2.73M
|
57K
$2.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
100+ 0.54% |
$3.97K - $4.87K
|
18.7K
$700K
|
|