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 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
200New |
$7.95K - $9.75K
|
200
$7.47K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$160K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12New |
$477 - $585
|
12
$448
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
4.3KNew |
$171K - $210K
|
4.3K
$161K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62New |
$2.46K - $3.02K
|
62
$2.32K
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
158KNew |
$6.26M - $7.68M
|
158K
$5.89M
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.89% |
$39.7 - $48.7
|
113
$4.22K
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-684- 47.53% |
$27.2K - $33.3K
|
755
$28.2K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
79New |
$3.14K - $3.85K
|
79
$2.95K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.53% |
$159 - $195
|
753
$28.1K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.74KNew |
$188K - $231K
|
4.74K
$177K
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
4.6KNew |
$183K - $224K
|
4.6K
$172K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.98K- 28.3% |
$78.8K - $96.7K
|
5.03K
$188K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.76KNew |
$189K - $232K
|
4.76K
$178K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
4.47KNew |
$178K - $218K
|
4.47K
$167K
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-930- 12.07% |
$36.9K - $45.3K
|
6.78K
$253K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.41K+ 4.91% |
$215K - $264K
|
115K
$4.31M
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
6.25KNew |
$248K - $305K
|
6.25K
$233K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-345- 0.81% |
$13.7K - $16.8K
|
42K
$1.57M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$199 - $244
|
5
$187
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
36.2K+ 52.5% |
$1.44M - $1.76M
|
105K
$3.92M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
188New |
$7.47K - $9.16K
|
188
$7.02K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
806New |
$32K - $39.3K
|
806
$30.1K
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
500+ 5.15% |
$19.9K - $24.4K
|
10.2K
$381K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
285New |
$11.3K - $13.9K
|
285
$10.6K
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.79K- 61.4% |
$349K - $428K
|
5.53K
$206K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
50+ 11.16% |
$1.99K - $2.44K
|
498
$18.6K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
251New |
$9.97K - $12.2K
|
251
$9.37K
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
4.29KNew |
$170K - $209K
|
4.29K
$160K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
8New |
$318 - $390
|
8
$299
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.11KNew |
$163K - $200K
|
4.11K
$153K
|
|
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
$474K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.55% |
$579 - $733
|
2.56K
$95.5K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-677- 16.07% |
$28K - $35.5K
|
3.54K
$132K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-46- 9.98% |
$1.9K - $2.41K
|
415
$15.5K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
206New |
$8.52K - $10.8K
|
206
$7.69K
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-7.91K- 40.6% |
$327K - $414K
|
11.6K
$432K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6.95KNew |
$288K - $364K
|
6.95K
$260K
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.1KNew |
$706K - $894K
|
17.1K
$637K
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
1.62KNew |
$67K - $84.8K
|
1.62K
$60.5K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.5KNew |
$1.18M - $1.49M
|
28.5K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.05K+ 8.81% |
$168K - $212K
|
50K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.6KNew |
$2.88M - $3.64M
|
69.6K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.71KNew |
$236K - $299K
|
5.71K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
80KNew |
$3.31M - $4.19M
|
80K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.42K- 2.96% |
$390K - $493K
|
309K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.37K+ 37.68% |
$181K - $229K
|
15.9K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.23K- 1.79% |
$175K - $221K
|
231K
$8.64M
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
6.78KNew |
$281K - $355K
|
6.78K
$253K
|