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 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 11.78% |
$46.7K - $56.6K
|
10.4K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
785+ 2.03% |
$26.3K - $31.8K
|
39.4K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
150+ 1.07% |
$5.02K - $6.09K
|
14.2K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.51KNew |
$285K - $345K
|
8.51K
$318K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
65.7K+ 6.28% |
$2.2M - $2.67M
|
1.11M
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3K- 11.05% |
$100K - $122K
|
24.2K
$902K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 36.37% |
$87.7K - $106K
|
9.82K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
542+ 7.4% |
$18.2K - $22K
|
7.86K
$294K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
237+ 6.77% |
$7.94K - $9.62K
|
3.74K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-11- 0.14% |
$368 - $446
|
7.8K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
131K+ 64.3% |
$4.38M - $5.3M
|
334K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-24K- 8.95% |
$805K - $975K
|
244K
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
142K+ 9.56% |
$4.75M - $5.76M
|
1.63M
$60.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-113K- 3.39% |
$3.78M - $4.58M
|
3.22M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
686+ 101.78% |
$23K - $27.8K
|
1.36K
$50.8K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6.53K- 1.93% |
$219K - $265K
|
332K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-143- 0.35% |
$4.79K - $5.8K
|
41.1K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.15K- 2.32% |
$38.4K - $46.6K
|
48.4K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.06% |
$33.5 - $40.6
|
1.63K
$60.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.95K+ 2.41% |
$233K - $282K
|
295K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 5.41% |
$5.06K - $6.13K
|
2.64K
$98.6K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.23KNew |
$242K - $293K
|
7.23K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
33.5K+ 18.7% |
$1.12M - $1.36M
|
213K
$7.95M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.2K+ 0.16% |
$40.2K - $48.7K
|
736K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
143K+ 177.77% |
$4.79M - $5.8M
|
223K
$8.35M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.46K- 18.77% |
$48.8K - $59.1K
|
6.3K
$235K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.2KNew |
$207K - $251K
|
6.2K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-8.29K- 51.24% |
$277K - $336K
|
7.88K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-46.9K- 20.49% |
$1.57M - $1.9M
|
182K
$6.8M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
600+ 0.86% |
$20.1K - $24.3K
|
70.3K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
533K+ 28.24% |
$17.9M - $21.6M
|
2.42M
$90.5M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
2K+ 15.38% |
$67K - $81.1K
|
15K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
67.2KNew |
$2.25M - $2.73M
|
67.2K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
398K+ 68.42% |
$13.3M - $16.2M
|
981K
$36.6M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
262New |
$8.77K - $10.6K
|
262
$9.79K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
19KNew |
$635K - $770K
|
19K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.6K+ 150.97% |
$557K - $674K
|
27.6K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
48+ 15.38% |
$1.61K - $1.95K
|
360
$13.4K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-59.9K- 25.0% |
$2.01M - $2.43M
|
180K
$6.71M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21.9K- 24.11% |
$734K - $890K
|
69K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
14K+ 72.49% |
$469K - $568K
|
33.3K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$234 - $284
|
7
$261
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1K+ 8.02% |
$33.5K - $40.6K
|
13.5K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-106- 64.63% |
$3.55K - $4.3K
|
58
$2.17K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
19KNew |
$637K - $772K
|
19K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
107+ 1.0% |
$3.58K - $4.34K
|
10.8K
$403K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
75New |
$2.51K - $3.04K
|
75
$2.8K
|
|
|
May 12, 2025
Q1 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-4.73K- 2.3% |
$158K - $192K
|
200K
$7.49M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-171K- 4.62% |
$5.71M - $6.92M
|
3.52M
$131M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
646KNew |
$21.6M - $26.2M
|
646K
$24.1M
|