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 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
375New |
$17.3K - $20.1K
|
375
$14K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-206- 17.53% |
$9.53K - $11.1K
|
969
$36.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-175Closed |
$8.09K - $9.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.25KClosed |
$57.8K - $67.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-16.7KClosed |
$774K - $899K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-112KClosed |
$5.16M - $5.99M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-5.34KClosed |
$247K - $287K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-218- 1.28% |
$10.1K - $11.7K
|
16.9K
$629K
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-6.28KClosed |
$290K - $337K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-117KClosed |
$5.43M - $6.3M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.31K- 15.54% |
$153K - $169K
|
18K
$672K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-312- 32.16% |
$14.4K - $16K
|
658
$24.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-250Closed |
$11.5K - $12.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.5K- 75.0% |
$69.1K - $76.7K
|
500
$18.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
515New |
$23.7K - $26.3K
|
515
$19.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.1KClosed |
$235K - $261K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-629Closed |
$29K - $32.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-597- 8.78% |
$27.5K - $30.5K
|
6.21K
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-660Closed |
$30.4K - $33.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$13.8K - $15.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$1.15K - $1.28K
|
25
$934
|
|
|
Nov 08, 2021
Q3 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-350KClosed |
$16.1M - $17.9M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
673+ 2103.13% |
$31K - $34.4K
|
705
$26.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-9.22KClosed |
$425K - $472K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-125Closed |
$5.76K - $6.39K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.63KClosed |
$259K - $288K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 8.24% |
$13.8K - $15.3K
|
3.34K
$125K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-925- 10.63% |
$42.6K - $47.3K
|
7.77K
$290K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-4.51KClosed |
$208K - $231K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.61KNew |
$74.1K - $82.2K
|
1.61K
$60.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-135Closed |
$6.22K - $6.91K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-31.5KClosed |
$1.45M - $1.61M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-8.14KClosed |
$375K - $416K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11.9KClosed |
$533K - $585K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-74Closed |
$3.31K - $3.63K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-553Closed |
$24.7K - $27.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-34.8KClosed |
$1.56M - $1.71M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
10.8KNew |
$481K - $528K
|
10.8K
$402K
|
|
|
Aug 16, 2021
Q2 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-58.8KClosed |
$2.63M - $2.88M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-7.07KClosed |
$316K - $347K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-19.9KClosed |
$889K - $976K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.55KClosed |
$248K - $272K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.15KClosed |
$51.6K - $56.6K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.74KNew |
$435K - $478K
|
9.74K
$364K
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-558Closed |
$25K - $27.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-9.56KClosed |
$427K - $469K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.74KClosed |
$391K - $429K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-830Closed |
$37.1K - $40.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-111- 45.68% |
$4.96K - $5.45K
|
132
$4.93K
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-66Closed |
$2.95K - $3.24K
|
0
$0
|
|