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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-760- 5.07% |
$25.5K - $30.8K
|
14.2K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.36K+ 17.65% |
$45.7K - $55.3K
|
9.09K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-165- 0.49% |
$5.53K - $6.69K
|
33.3K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-43.5K- 83.77% |
$1.46M - $1.76M
|
8.43K
$315K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-2.84K- 20.25% |
$95K - $115K
|
11.2K
$417K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-3.72K- 4.79% |
$125K - $151K
|
74K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
384+ 3.52% |
$12.9K - $15.6K
|
11.3K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-22.7K- 12.85% |
$759K - $920K
|
154K
$5.75M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.69K+ 1.62% |
$90.1K - $109K
|
169K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.74K+ 96.12% |
$293K - $355K
|
17.8K
$666K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-480- 3.34% |
$16.1K - $19.5K
|
13.9K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.84K+ 2.37% |
$229K - $277K
|
295K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 10.52% |
$42.7K - $51.7K
|
13.4K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 2.95% |
$76K - $92.1K
|
79.2K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-584- 2.06% |
$19.6K - $23.7K
|
27.8K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
802+ 7.62% |
$26.9K - $32.5K
|
11.3K
$423K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6KNew |
$201K - $243K
|
6K
$224K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.1K+ 196.71% |
$976K - $1.18M
|
44K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 7.44% |
$37.8K - $45.8K
|
14K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
8.2K+ 3.96% |
$274K - $333K
|
215K
$8.03M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.89K- 60.76% |
$197K - $239K
|
3.81K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.1K+ 6.74% |
$506K - $613K
|
239K
$8.94M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
28.5KNew |
$955K - $1.16M
|
28.5K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.36K- 38.28% |
$213K - $258K
|
10.3K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
600+ 2.8% |
$20.1K - $24.3K
|
22K
$822K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
210+ 2.31% |
$7.03K - $8.52K
|
9.29K
$347K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-21.1K- 7.5% |
$708K - $858K
|
261K
$9.74M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.49K+ 4.53% |
$217K - $263K
|
150K
$5.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 6.62% |
$99.3K - $120K
|
47.7K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-25.6K- 69.49% |
$857K - $1.04M
|
11.2K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 1.85% |
$81.3K - $98.5K
|
134K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-312- 6.68% |
$10.4K - $12.7K
|
4.36K
$163K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-194K- 2.88% |
$6.48M - $7.86M
|
6.53M
$244M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
6.38K+ 2134.45% |
$214K - $259K
|
6.68K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.2K- 16.58% |
$475K - $576K
|
71.4K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
32K+ 45.07% |
$1.07M - $1.3M
|
103K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-654- 23.49% |
$21.9K - $26.5K
|
2.13K
$79.6K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 54.98% |
$358K - $434K
|
30.2K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.91K+ 0.68% |
$164K - $199K
|
731K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.54% |
$201 - $243
|
1.11K
$41.5K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-307K- 15.86% |
$10.3M - $12.5M
|
1.63M
$60.8M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 60.0% |
$100 - $122
|
8
$299
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-118- 3.63% |
$3.95K - $4.79K
|
3.13K
$117K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
619+ 4.3% |
$20.7K - $25.1K
|
15K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
81+ 1620.0% |
$2.71K - $3.29K
|
86
$3.21K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.78K- 11.06% |
$126K - $153K
|
30.4K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-829- 1.65% |
$27.8K - $33.6K
|
49.5K
$1.85M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.22% |
$100 - $122
|
242
$9.04K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.46K+ 13.65% |
$216K - $262K
|
53.8K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.85% |
$100 - $122
|
355
$13.3K
|