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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.3K+ 487.02% |
$882K - $1.12M
|
25.7K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-225K- 24.07% |
$9.29M - $11.8M
|
709K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
21KNew |
$868K - $1.1M
|
21K
$783K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-300- 4.99% |
$12.4K - $15.7K
|
5.71K
$213K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-775- 59.98% |
$32.1K - $40.6K
|
517
$19.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
156New |
$6.46K - $8.17K
|
156
$5.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
66New |
$2.73K - $3.46K
|
66
$2.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2K- 11.45% |
$82.8K - $105K
|
15.5K
$578K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.39% |
$82.8 - $105
|
519
$19.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-211- 4.14% |
$8.73K - $11.1K
|
4.89K
$183K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-400- 5.88% |
$16.6K - $20.9K
|
6.4K
$239K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-56- 84.85% |
$2.32K - $2.93K
|
10
$374
|
|
|
Oct 27, 2022
Q3 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
1.22K+ 6.28% |
$50.4K - $63.8K
|
20.6K
$770K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.39KNew |
$306K - $387K
|
7.39K
$276K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$455 - $576
|
11
$411
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 30.0% |
$24.8K - $31.4K
|
1.4K
$52.3K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$24.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-336- 5.51% |
$13.9K - $17.6K
|
5.76K
$215K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$24.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-218- 3.01% |
$9.02K - $11.4K
|
7.03K
$263K
|
|
| Q2 2022 | |||||||
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
1.17KNew |
$48.4K - $61.5K
|
1.17K
$43.7K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$1.82K - $2.31K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-590Closed |
$24.4K - $31K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.14K - $5.26K
|
100
$3.74K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.82KClosed |
$282K - $359K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-237Closed |
$9.82K - $12.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.52K- 20.56% |
$146K - $185K
|
13.6K
$508K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$493K - $626K
|
11.9K
$444K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-750Closed |
$31.1K - $39.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.1KClosed |
$170K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.56K- 50.0% |
$64.6K - $82K
|
1.56K
$58.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-212Closed |
$8.78K - $11.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-4.19KClosed |
$174K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17.7KNew |
$733K - $930K
|
17.7K
$661K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.67KNew |
$69K - $87.6K
|
1.67K
$62.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200+ 32.05% |
$8.28K - $10.5K
|
824
$30.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-247Closed |
$10.2K - $13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.14KClosed |
$296K - $376K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-159KClosed |
$6.6M - $8.38M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-500- 9.09% |
$20.7K - $26.3K
|
5K
$187K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-402Closed |
$16.7K - $21.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$41.4K - $52.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
134+ 3.1% |
$5.55K - $7.05K
|
4.46K
$167K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
500New |
$20.7K - $26.3K
|
500
$18.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.12KClosed |
$171K - $217K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-2.25K- 32.12% |
$93K - $118K
|
4.75K
$177K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.96KClosed |
$164K - $208K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.48KClosed |
$185K - $235K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-294KClosed |
$12.2M - $15.4M
|
0
$0
|
|