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 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-47Closed |
$2.11K - $2.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.03KClosed |
$136K - $161K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.18KClosed |
$232K - $275K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$1.32M - $1.57M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-35.1KClosed |
$1.57M - $1.86M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78Closed |
$3.49K - $4.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
36.5KNew |
$1.64M - $1.94M
|
36.5K
$1.36M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.42KClosed |
$243K - $288K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-8.08KClosed |
$362K - $429K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-7.41KClosed |
$332K - $394K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175Closed |
$7.84K - $9.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.57KClosed |
$160K - $190K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-3.73KClosed |
$167K - $198K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$124K - $148K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
30New |
$1.34K - $1.59K
|
30
$1.12K
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-168- 28.33% |
$7.53K - $8.93K
|
425
$15.9K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-147Closed |
$6.59K - $7.81K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-399- 81.76% |
$17.9K - $21.2K
|
89
$3.32K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-46Closed |
$2.06K - $2.44K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-103Closed |
$4.61K - $5.47K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-400Closed |
$17.9K - $21.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.03K- 21.18% |
$90.7K - $108K
|
7.54K
$282K
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-5.36KClosed |
$240K - $285K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.31KClosed |
$103K - $123K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-190- 7.06% |
$8.51K - $10.1K
|
2.5K
$93.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-4.46KClosed |
$200K - $237K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-3.75KClosed |
$168K - $199K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-4.17KClosed |
$187K - $221K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.23KClosed |
$55.1K - $65.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-15.8KClosed |
$706K - $837K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.51KClosed |
$112K - $133K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.86KClosed |
$218K - $258K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
312+ 11.02% |
$14K - $16.6K
|
3.14K
$117K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-545Closed |
$24.4K - $29K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-65.6KClosed |
$2.94M - $3.49M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.66KNew |
$74.2K - $88K
|
1.66K
$61.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.85KClosed |
$172K - $204K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-7.25KClosed |
$325K - $385K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.36KClosed |
$61.1K - $72.4K
|
0
$0
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-3.82KClosed |
$171K - $203K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
190New |
$8.79K - $10.2K
|
190
$7.1K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-106Closed |
$4.9K - $5.69K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
380New |
$17.6K - $20.4K
|
380
$14.2K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.22KClosed |
$149K - $173K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
802New |
$37.1K - $43.1K
|
802
$30K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1KClosed |
$46.2K - $53.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-906Closed |
$41.9K - $48.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
300New |
$13.9K - $16.1K
|
300
$11.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
SELL
|
- |
-23.7KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-4.94KClosed |
$228K - $265K
|
0
$0
|
|