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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
814New |
$33.2K - $39.5K
|
814
$32.2K
|
|
|
Jan 13, 2021
Q4 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.78KClosed |
$114K - $135K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
SELL
|
- |
-600Closed |
$24.5K - $29.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400Closed |
$15.4K - $19.1K
|
0
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.25KNew |
$241K - $299K
|
6.25K
$247K
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-250Closed |
$9.63K - $12K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-9.4KClosed |
$362K - $449K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-14.2KClosed |
$548K - $680K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$60.3K - $74.8K
|
1.57K
$61.9K
|
|
|
Nov 13, 2020
Q3 2020
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-65.1KClosed |
$2.51M - $3.11M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$41.1K - $51K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-23.1KClosed |
$889K - $1.1M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-200Closed |
$7.71K - $9.56K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-425Closed |
$16.4K - $20.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.44KClosed |
$210K - $260K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.27KClosed |
$126K - $156K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.39KClosed |
$53.5K - $66.4K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-437Closed |
$16.8K - $20.9K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.37KClosed |
$284K - $352K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-23KClosed |
$885K - $1.1M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-364Closed |
$14K - $17.4K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-82.5KClosed |
$3.18M - $3.95M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
SELL
|
- |
-1.2KClosed |
$46.2K - $57.4K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-300Closed |
$11.6K - $14.3K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
SELL
|
- |
-9- 6.77% |
$347 - $430
|
124
$4.9K
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
423New |
$16.3K - $20.2K
|
423
$16.7K
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58Closed |
$2.23K - $2.77K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-698Closed |
$26.9K - $33.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 17, 2020
Q2 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-500Closed |
$19.3K - $23.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-430KClosed |
$16.5M - $20M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-24KClosed |
$922K - $1.12M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Css LLC
Chicago, IL |
SELL
|
- |
-2.6KClosed |
$100K - $121K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-10KClosed |
$385K - $466K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.64KClosed |
$140K - $169K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-11.4KClosed |
$437K - $529K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-328Closed |
$12.6K - $15.3K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
55.1KNew |
$2.12M - $2.57M
|
55.1K
$2.18M
|
|
|
Aug 11, 2020
Q2 2020
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-5KClosed |
$193K - $233K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5KNew |
$193K - $233K
|
5K
$198K
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-86Closed |
$3.31K - $4.01K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-78Closed |
$3K - $3.64K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5.17KClosed |
$199K - $241K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-129Closed |
$4.97K - $6.01K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
First National Trust CO
|
SELL
|
- |
-5.11KClosed |
$197K - $238K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-207Closed |
$7.97K - $9.65K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Next Capital Management LLC
|
SELL
|
- |
-2.5KClosed |
$96.3K - $117K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.5KClosed |
$327K - $396K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Fenimore Asset Management Inc
|
SELL
|
- |
-602KClosed |
$23.2M - $28M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.83KClosed |
$263K - $318K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-664Closed |
$25.6K - $30.9K
|
0
$0
|
|