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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
10.6K+ 0.52% |
$388K - $438K
|
2.03M
$73.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
149+ 0.53% |
$5.47K - $6.18K
|
28.3K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-250K- 24.6% |
$9.2M - $10.4M
|
767K
$27.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-803- 0.88% |
$29.5K - $33.3K
|
91K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-800- 3.83% |
$29.4K - $33.2K
|
20.1K
$724K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-11- 2.64% |
$404 - $456
|
406
$14.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
17+ 0.62% |
$625 - $705
|
2.77K
$99.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.9K- 12.04% |
$473K - $534K
|
94.1K
$3.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-21.5K- 15.22% |
$792K - $894K
|
120K
$4.33M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.28K- 21.64% |
$83.7K - $94.5K
|
8.25K
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.8K+ 13.14% |
$287K - $324K
|
67.2K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 0.17% |
$1.47K - $1.66K
|
23.6K
$850K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-300- 12.24% |
$11K - $12.4K
|
2.15K
$77.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-5.09K- 8.76% |
$187K - $211K
|
53K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.41% |
$36.7 - $41.5
|
243
$8.76K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4.57K+ 6.76% |
$168K - $190K
|
72.2K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.82K+ 5.13% |
$251K - $283K
|
140K
$5.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10.5K- 13.75% |
$387K - $437K
|
66K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2K+ 16.66% |
$73.4K - $82.9K
|
14K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.2K- 1.02% |
$44.1K - $49.8K
|
116K
$4.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.42K+ 3.09% |
$89.1K - $101K
|
80.7K
$2.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
14+ 0.09% |
$514 - $581
|
16.2K
$582K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.55K- 0.51% |
$57.1K - $64.5K
|
305K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.35KNew |
$197K - $222K
|
5.35K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-70- 3.19% |
$2.57K - $2.9K
|
2.13K
$76.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.96K- 4.45% |
$109K - $123K
|
63.4K
$2.29M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-19.9K- 3.53% |
$731K - $826K
|
545K
$19.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-141- 3.11% |
$5.18K - $5.85K
|
4.39K
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.29K- 2.47% |
$47.4K - $53.5K
|
51K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-177- 0.83% |
$6.5K - $7.34K
|
21.2K
$765K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.5KNew |
$275K - $311K
|
7.5K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.03K- 20.28% |
$37.7K - $42.5K
|
4.03K
$145K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
111+ 1.65% |
$4.08K - $4.61K
|
6.83K
$246K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
515+ 81.23% |
$18.9K - $21.4K
|
1.15K
$41.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 2.0% |
$735 - $830
|
1.02K
$36.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
883+ 0.44% |
$32.4K - $36.6K
|
200K
$7.22M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-26K- 8.1% |
$955K - $1.08M
|
295K
$10.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
337+ 4.38% |
$12.4K - $14K
|
8.02K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 5.2% |
$808 - $913
|
445
$16K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
21.1K+ 42.2% |
$775K - $875K
|
71.1K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15- 0.05% |
$551 - $622
|
28.5K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.99K+ 2.61% |
$330K - $373K
|
354K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.06M+ 117.26% |
$38.9M - $44M
|
1.96M
$70.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
4.45K+ 6.15% |
$163K - $185K
|
76.8K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.99K+ 7.28% |
$72.9K - $82.4K
|
29.3K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-38- 0.32% |
$1.4K - $1.58K
|
11.8K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-24- 2.86% |
$882 - $996
|
814
$29.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-840- 2.02% |
$30.9K - $34.9K
|
40.7K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 0.03% |
$551 - $622
|
48.7K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.58% |
$73.5 - $83
|
349
$12.6K
|