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 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-85Closed |
$3.52K - $4.47K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-141KClosed |
$5.85M - $7.43M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
20K+ 26.02% |
$828K - $1.05M
|
96.9K
$3.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25New |
$1.04K - $1.31K
|
25
$934
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-4.2KClosed |
$174K - $221K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375- 71.43% |
$15.5K - $19.7K
|
150
$5.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
6.99K+ 119.54% |
$289K - $367K
|
12.8K
$479K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-268Closed |
$11.1K - $14.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-5.34KClosed |
$221K - $281K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
31New |
$1.28K - $1.63K
|
31
$1.16K
|
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-40.3KClosed |
$1.67M - $2.12M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.02M- 47.86% |
$42.3M - $53.7M
|
1.11M
$41.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
136New |
$5.63K - $7.15K
|
136
$5.08K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
182+ 97.85% |
$7.54K - $9.57K
|
368
$13.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.86KNew |
$77.2K - $98K
|
1.86K
$69.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.15KClosed |
$213K - $271K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-493- 32.35% |
$20.4K - $25.9K
|
1.03K
$38.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300+ 42.86% |
$12.4K - $15.8K
|
1K
$37.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-7.05KClosed |
$292K - $371K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-23.3KClosed |
$965K - $1.23M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
4.51KNew |
$187K - $237K
|
4.51K
$168K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-800- 3.93% |
$33.1K - $42.1K
|
19.6K
$731K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-301- 6.08% |
$12.5K - $15.8K
|
4.65K
$174K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19Closed |
$787 - $999
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
424New |
$17.6K - $22.3K
|
424
$15.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$186K - $237K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
322+ 0.5% |
$13.3K - $16.9K
|
65.2K
$2.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-63Closed |
$2.61K - $3.31K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244Closed |
$10.1K - $12.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
$335K - $426K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-15- 0.11% |
$621 - $789
|
13.1K
$491K
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-12.3KClosed |
$509K - $646K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.58KClosed |
$273K - $346K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
146New |
$6.05K - $7.68K
|
146
$5.45K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-629- 1.63% |
$26.1K - $33.1K
|
38.1K
$1.42M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-761Closed |
$31.5K - $40K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
636+ 11.14% |
$26.3K - $33.4K
|
6.35K
$237K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$33.1K - $42.1K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
900New |
$37.3K - $47.3K
|
900
$33.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
9New |
$373 - $473
|
9
$336
|
|
|
Jul 13, 2022
Q2 2022
|
Independent Investors Inc
|
SELL
|
- |
-4.17KClosed |
$173K - $219K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-300- 6.15% |
$12.4K - $15.8K
|
4.58K
$171K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 48.57% |
$79.6K - $101K
|
5.88K
$220K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-416Closed |
$17.2K - $21.9K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
115New |
$4.76K - $6.05K
|
115
$4.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 58.33% |
$1.45K - $1.84K
|
25
$934
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-43Closed |
$1.78K - $2.26K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$4.48K - $5.31K
|
100
$3.74K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.33KClosed |
$104K - $124K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.2KClosed |
$143K - $170K
|
0
$0
|
|