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 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
15.9K+ 9.88% |
$574K - $643K
|
177K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17.7K+ 5.51% |
$640K - $718K
|
339K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-24.2K- 16.7% |
$874K - $979K
|
120K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.23K- 2.43% |
$44.6K - $50K
|
49.5K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 0.96% |
$9.05K - $10.1K
|
25.7K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
40+ 0.44% |
$1.45K - $1.62K
|
9.08K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-479- 2.45% |
$17.3K - $19.4K
|
19.1K
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1+ 50.0% |
$36.2 - $40.6
|
3
$119
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-34.4K- 4.47% |
$1.24M - $1.39M
|
735K
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.33K+ 6.58% |
$48.2K - $54K
|
21.6K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
409+ 5.43% |
$14.8K - $16.6K
|
7.95K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.84K- 1.97% |
$175K - $196K
|
241K
$9.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-27.1K- 30.35% |
$979K - $1.1M
|
62.1K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-483- 11.99% |
$17.5K - $19.6K
|
3.55K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.81K+ 2.9% |
$65.4K - $73.4K
|
64.2K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.37K- 8.43% |
$122K - $137K
|
36.6K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.8K+ 38.94% |
$935K - $1.05M
|
92.2K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.75K- 4.06% |
$63.2K - $70.8K
|
41.2K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.56K- 4.64% |
$56.5K - $63.3K
|
32.1K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.02K+ 11.06% |
$36.9K - $41.4K
|
10.2K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300New |
$10.9K - $12.2K
|
300
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 1.28% |
$1.19K - $1.34K
|
2.55K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.51K- 5.87% |
$90.7K - $102K
|
40.2K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 4.23% |
$3.26K - $3.65K
|
2.04K
$80.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-352- 1.8% |
$12.7K - $14.3K
|
19.2K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
67K+ 112.29% |
$2.42M - $2.72M
|
127K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
35.5KNew |
$1.29M - $1.44M
|
35.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.38K- 22.3% |
$122K - $137K
|
11.8K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-327- 1.38% |
$11.8K - $13.3K
|
23.3K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
140New |
$5.07K - $5.68K
|
140
$5.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-311- 3.41% |
$11.3K - $12.6K
|
8.81K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
11KNew |
$398K - $446K
|
11K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.19K- 1.84% |
$151K - $170K
|
223K
$8.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.25K+ 8.3% |
$118K - $132K
|
42.4K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-305- 3.85% |
$11K - $12.4K
|
7.63K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.5K- 66.97% |
$562K - $630K
|
7.66K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.23K- 4.76% |
$117K - $131K
|
64.7K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
720New |
$26K - $29.2K
|
720
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
670+ 7.42% |
$24.2K - $27.2K
|
9.7K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.14K- 1.16% |
$77.5K - $86.8K
|
182K
$7.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-212K- 66.73% |
$7.66M - $8.58M
|
106K
$4.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 61.54% |
$289 - $324
|
5
$198
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-425- 0.37% |
$15.4K - $17.2K
|
116K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 6.85% |
$21.7K - $24.3K
|
9.36K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.03M- 13.13% |
$37.2M - $41.7M
|
6.8M
$269M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-28.2K- 14.52% |
$1.02M - $1.14M
|
166K
$6.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.92K- 9.82% |
$142K - $159K
|
36K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
116+ 644.44% |
$4.2K - $4.7K
|
134
$5.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-180- 0.75% |
$6.51K - $7.3K
|
23.7K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-293- 3.96% |
$10.6K - $11.9K
|
7.1K
$281K
|