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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.06% |
$110 - $124
|
4.86K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 4.83% |
$40.5K - $45.7K
|
23.9K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
18+ 0.1% |
$661 - $747
|
18K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
214New |
$7.86K - $8.88K
|
214
$7.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.35KNew |
$196K - $222K
|
5.35K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
452K+ 54.59% |
$16.6M - $18.7M
|
1.28M
$44.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.58K+ 6.28% |
$242K - $273K
|
111K
$3.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.31K- 1.24% |
$85K - $96K
|
184K
$6.44M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-1.51K- 20.99% |
$55.5K - $62.7K
|
5.69K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-635- 43.05% |
$23.3K - $26.3K
|
840
$29.4K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.89% |
$110 - $124
|
341
$11.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
977+ 95.04% |
$35.9K - $40.5K
|
2.01K
$70.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.97K- 0.7% |
$72.4K - $81.7K
|
278K
$9.72M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
212KNew |
$7.79M - $8.8M
|
212K
$7.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17K+ 5.6% |
$626K - $707K
|
321K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.7K- 49.5% |
$836K - $944K
|
23.2K
$812K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 3.36% |
$404 - $456
|
338
$11.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
733New |
$26.9K - $30.4K
|
733
$25.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.5K+ 15.7% |
$55.1K - $62.2K
|
11.1K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.88K+ 13.14% |
$106K - $119K
|
24.8K
$868K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.34K- 27.29% |
$270K - $304K
|
19.5K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
805+ 13.28% |
$29.6K - $33.4K
|
6.87K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
294+ 61.38% |
$10.8K - $12.2K
|
773
$27.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-400- 41.67% |
$14.7K - $16.6K
|
560
$19.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.65K- 2.69% |
$60.7K - $68.5K
|
59.6K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
876+ 47.95% |
$32.2K - $36.3K
|
2.7K
$94.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
984+ 6.37% |
$36.2K - $40.8K
|
16.4K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
140K+ 22.9% |
$5.14M - $5.8M
|
750K
$26.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-25.9K- 5.11% |
$950K - $1.07M
|
480K
$16.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
60New |
$2.2K - $2.49K
|
60
$2.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.09KNew |
$224K - $253K
|
6.09K
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.06K- 1.54% |
$39.1K - $44.1K
|
67.9K
$2.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
10+ 0.11% |
$367 - $415
|
9.04K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$36.7 - $41.5
|
11K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.81K- 5.42% |
$66.4K - $74.9K
|
31.5K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
73.8K+ 4.92% |
$2.71M - $3.06M
|
1.57M
$55.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.37% |
$1.1K - $1.24K
|
8.03K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
16.3KNew |
$600K - $678K
|
16.3K
$572K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 0.48% |
$1.54K - $1.74K
|
8.74K
$306K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
364+ 4.81% |
$13.4K - $15.1K
|
7.93K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.33K- 3.54% |
$48.8K - $55.1K
|
36.2K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
969+ 9.54% |
$35.6K - $40.2K
|
11.1K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
27.2K+ 17.9% |
$1M - $1.13M
|
179K
$6.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
16.8K+ 9.49% |
$618K - $698K
|
194K
$6.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.12K- 5.89% |
$41.3K - $46.6K
|
17.9K
$628K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.77K- 9.94% |
$175K - $198K
|
43.2K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
250+ 1.79% |
$9.19K - $10.4K
|
14.2K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-499- 4.21% |
$18.3K - $20.7K
|
11.4K
$397K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
737+ 7.08% |
$27.1K - $30.6K
|
11.1K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.69KNew |
$62.2K - $70.2K
|
1.69K
$59.3K
|