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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q1 2020
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57.5KNew |
$1.88M - $3.11M
|
57.5K
$2.07M
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-39- 1.27% |
$1.27K - $2.11K
|
3.04K
$109K
|
|
|
May 15, 2020
Q1 2020
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
5.93KNew |
$194K - $321K
|
5.93K
$214K
|
|
|
May 15, 2020
Q1 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
32KNew |
$1.04M - $1.73M
|
32K
$1.15M
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.2KNew |
$268K - $444K
|
8.2K
$296K
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
696New |
$22.7K - $37.6K
|
696
$25.1K
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$54K - $89.4K
|
1.65K
$59.6K
|
|
|
May 13, 2020
Q1 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
300New |
$9.8K - $16.2K
|
300
$10.8K
|
|
|
May 13, 2020
Q1 2020
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
21.7MNew |
$707M - $1.17B
|
21.7M
$781M
|
|
|
May 12, 2020
Q1 2020
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.7KNew |
$55.3K - $91.6K
|
1.7K
$61.1K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
561New |
$18.3K - $30.3K
|
561
$20.2K
|
|
|
May 12, 2020
Q1 2020
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
26KNew |
$850K - $1.41M
|
26K
$939K
|
|
|
May 11, 2020
Q1 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.5KNew |
$49K - $81.1K
|
1.5K
$54.1K
|
|
|
May 08, 2020
Q1 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
8.17KNew |
$267K - $442K
|
8.17K
$294K
|
|
|
May 05, 2020
Q1 2020
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
6.84KNew |
$223K - $370K
|
6.84K
$246K
|
|
|
Apr 16, 2020
Q1 2020
|
Corbenic Partners LLC
|
BUY
|
- |
914New |
$29.8K - $49.4K
|
914
$32.9K
|
|
|
Apr 09, 2020
Q1 2020
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.25KNew |
$40.8K - $67.6K
|
1.25K
$45.1K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
531New |
$17.3K - $28.7K
|
531
$19.1K
|
|
|
Apr 08, 2020
Q1 2020
|
First Premier Bank
|
BUY
|
- |
650New |
$21.2K - $35.1K
|
650
$23.4K
|