Latest Institutional Transactions on Essential Utilities, Inc. (WTRG)

WTRG Quotes by TradingView

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 02, 2021 Q2 2021
Regal Wealth Group, Inc.

SELL
 -
-190
Closed
$8.5K - $9.33K
0 $0
Jul 30, 2021 Q2 2021
Bridge Creek Capital Management LLC

SELL
 -
-8.82K
Closed
$394K - $433K
0 $0
Jul 30, 2021 Q2 2021
Sound Financial Strategies Group, LLC

SELL
 -
-13.1K
Closed
$587K - $644K
0 $0
Jul 29, 2021 Q2 2021
Center For Financial Planning, Inc.

Southfied, MI
SELL
 -
-332
Closed
$14.8K - $16.3K
0 $0
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-56
Closed
$2.5K - $2.75K
0 $0
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

SELL
 -
-93
Closed
$4.16K - $4.57K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-417
Closed
$18.6K - $20.5K
0 $0
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-296
Closed
$13.2K - $14.5K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
5.23K
New
$234K - $257K
5.23K $195K
Q1 2021
Nov 09, 2023 Q1 2021
Brewin Dolphin LTD

London, X0
BUY
 -
300
+ 22.06%
$12.5K - $14.6K
1.66K $62K
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-299
Closed
$12.4K - $14.6K
0 $0
May 17, 2021 Q1 2021
ETF Managers Group, LLC

Summit, NJ
SELL
 -
-3.75K
Closed
$155K - $183K
0 $0
May 17, 2021 Q1 2021
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-46.6K
Closed
$1.93M - $2.27M
0 $0
May 17, 2021 Q1 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-4.31K
Closed
$179K - $210K
0 $0
May 17, 2021 Q1 2021
Aqr Arbitrage LLC

Greenwich, CT
SELL
 -
-6.94K
Closed
$288K - $338K
0 $0
May 17, 2021 Q1 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-4.46K
Closed
$185K - $217K
0 $0
May 17, 2021 Q1 2021
Birchcreek Wealth Management, LLC

Miami Township, OH
SELL
 -
-1.66K
Closed
$68.8K - $80.7K
0 $0
May 14, 2021 Q1 2021
Hancock Whitney Corp

SELL
 -
-33.9K
Closed
$1.41M - $1.65M
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-119K
Closed
$4.95M - $5.81M
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-253
Closed
$10.5K - $12.3K
0 $0
May 13, 2021 Q1 2021
Sawtooth Solutions, LLC

SELL
 -
-12.7K
Closed
$526K - $617K
0 $0
May 13, 2021 Q1 2021
Wolverine Asset Management LLC

SELL
 -
-44.5K
Closed
$1.85M - $2.17M
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-2.47K
Closed
$103K - $120K
0 $0
May 13, 2021 Q1 2021
Penn Capital Management Company, LLC

Philadelphia, PA
SELL
 -
-50.5K
Closed
$2.1M - $2.46M
0 $0
May 13, 2021 Q1 2021
Prestige Wealth Management Group LLC

SELL
 -
-7
Closed
$291 - $341
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-2K
Closed
$83K - $97.4K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-1K
Closed
$41.5K - $48.7K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-355
Closed
$14.7K - $17.3K
0 $0
May 10, 2021 Q1 2021
Royce & Associates LP

SELL
 -
-68.6K
Closed
$2.85M - $3.34M
0 $0
May 10, 2021 Q1 2021
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
1.39K
+ 28.13%
$57.9K - $67.9K
6.35K $237K
May 10, 2021 Q1 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
200
New
$8.3K - $9.74K
200 $7.47K
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-99
Closed
$4.11K - $4.82K
0 $0
May 06, 2021 Q1 2021
Simon Quick Advisors, LLC

SELL
 -
-248
Closed
$10.3K - $12.1K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-223
Closed
$9.25K - $10.9K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-94
Closed
$3.9K - $4.58K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-162
Closed
$6.72K - $7.89K
0 $0
Apr 19, 2021 Q1 2021
Moseley Investment Management Inc

SELL
 -
-4.23K
Closed
$176K - $206K
0 $0
Apr 14, 2021 Q1 2021
Tsfg, LLC

SELL
 -
-114
Closed
$4.73K - $5.55K
0 $0
Apr 12, 2021 Q1 2021
Jackson Wealth Management, LLC

SELL
 -
-34.6K
Closed
$1.44M - $1.69M
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-44
Closed
$1.8K - $2.14K
0 $0
Mar 04, 2021 Q4 2020
Robbins Farley LLC

Manchester, NH
BUY
 -
375
New
$15.3K - $18.2K
375 $14K
Feb 17, 2021 Q4 2020
Ubs Oconnor LLC

Chicago, IL
SELL
 -
-27.1K
- 41.66%
$1.11M - $1.31M
37.9K $1.42M
Feb 16, 2021 Q4 2020
Advisory Alpha, LLC

SELL
 -
-200
Closed
$8.17K - $9.71K
0 $0
Feb 12, 2021 Q4 2020
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-1.5K
- 23.08%
$61.2K - $72.8K
5K $187K
Feb 12, 2021 Q4 2020
Centersquare Investment Management LLC

Plymouth Meeting, PA
SELL
 -
-1.24K
Closed
$50.4K - $60K
0 $0
Feb 10, 2021 Q4 2020
Clear Bridge Investments LTD

Sydney, C3
SELL
 -
-1.1M
Closed
$44.8M - $53.3M
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-2.62K
Closed
$107K - $127K
0 $0
Feb 08, 2021 Q4 2020
Agf Investments LLC

Boston, MA
SELL
 -
-324
Closed
$13.2K - $15.7K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-196
Closed
$8K - $9.52K
0 $0

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