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 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-42- 5.17% |
$1.52K - $1.7K
|
771
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.53K+ 32.85% |
$236K - $265K
|
26.4K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.96K+ 7.39% |
$70.7K - $79.3K
|
28.4K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
633+ 0.53% |
$22.9K - $25.7K
|
121K
$4.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.78% |
$14.5K - $16.2K
|
51.4K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.82K- 17.54% |
$65.8K - $73.8K
|
8.56K
$338K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.48K- 7.86% |
$89.7K - $100K
|
29K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
543New |
$19.6K - $22K
|
543
$21.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.07K- 6.93% |
$292K - $327K
|
108K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-7.79K- 0.38% |
$282K - $316K
|
2.03M
$80.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
656K+ 51.27% |
$23.7M - $26.6M
|
1.94M
$76.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.32K- 5.03% |
$120K - $135K
|
62.7K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-199- 25.74% |
$7.2K - $8.07K
|
574
$22.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.68K- 20.61% |
$60.8K - $68.1K
|
6.47K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.2 - $40.6
|
13.4K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
79+ 1.28% |
$2.86K - $3.2K
|
6.27K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
645+ 4.2% |
$23.3K - $26.2K
|
16K
$632K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
725KNew |
$26.2M - $29.4M
|
725K
$28.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 2.22% |
$326 - $365
|
397
$15.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.52K- 14.44% |
$127K - $143K
|
20.8K
$824K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-592- 3.25% |
$21.4K - $24K
|
17.6K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-177- 1.24% |
$6.4K - $7.18K
|
14.1K
$556K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
74.6K+ 4.7% |
$2.7M - $3.02M
|
1.66M
$65.6M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 11.82% |
$67.2K - $75.3K
|
13.9K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$502K - $562K
|
13.9K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 85.53% |
$2.35K - $2.64K
|
141
$5.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
39+ 0.17% |
$1.41K - $1.58K
|
23.6K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
344New |
$12.4K - $13.9K
|
344
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.45K- 0.27% |
$52.3K - $58.6K
|
543K
$21.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.5KNew |
$487K - $545K
|
13.5K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.03K- 26.33% |
$37.3K - $41.8K
|
2.89K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 16.99% |
$634K - $710K
|
85.6K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
71+ 0.59% |
$2.57K - $2.88K
|
12.1K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-152- 21.23% |
$5.5K - $6.16K
|
564
$22.3K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.41K- 17.09% |
$51K - $57.1K
|
6.84K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
24+ 0.69% |
$868 - $973
|
3.5K
$138K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
625New |
$22.6K - $25.3K
|
625
$24.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-580- 44.96% |
$21K - $23.5K
|
710
$28.1K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-11K- 3.73% |
$398K - $446K
|
284K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
289+ 4.77% |
$10.5K - $11.7K
|
6.34K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.4K+ 15.08% |
$50.6K - $56.7K
|
10.7K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-435- 1.58% |
$15.7K - $17.6K
|
27.2K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
184K+ 6305.89% |
$6.67M - $7.47M
|
187K
$7.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.28K- 52.03% |
$82.6K - $92.6K
|
2.11K
$83.2K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13+ 0.07% |
$470 - $527
|
19.5K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$72.4 - $81.1
|
447
$17.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-37.1K- 12.15% |
$1.34M - $1.5M
|
268K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.66KNew |
$60.1K - $67.3K
|
1.66K
$65.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.43% |
$10.9K - $12.2K
|
70.1K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
43+ 0.15% |
$1.56K - $1.74K
|
28.4K
$1.12M
|