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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.52K+ 13.6% |
$54.8K - $61.5K
|
12.7K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-7.17K- 7.07% |
$259K - $291K
|
94.2K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-255- 3.47% |
$9.23K - $10.3K
|
7.1K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.25K- 4.79% |
$45.2K - $50.7K
|
24.9K
$973K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 7.88% |
$7.24K - $8.11K
|
2.34K
$91.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
164K+ 8.37% |
$5.94M - $6.66M
|
2.13M
$83.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
76.1K+ 76.37% |
$2.75M - $3.09M
|
176K
$6.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-7.87K- 7.3% |
$285K - $319K
|
99.8K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.4K- 1.97% |
$50.7K - $56.8K
|
69.7K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
295KNew |
$10.7M - $12M
|
295K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
351+ 3.64% |
$12.7K - $14.2K
|
9.99K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
71.2K+ 92.75% |
$2.58M - $2.89M
|
148K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
13+ 0.81% |
$470 - $527
|
1.61K
$63.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.47KNew |
$89.5K - $100K
|
2.47K
$96.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.6K+ 48.85% |
$166K - $186K
|
14K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-175- 1.61% |
$6.33K - $7.1K
|
10.7K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 1.35% |
$63.4K - $71.1K
|
131K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-214- 2.45% |
$7.74K - $8.68K
|
8.53K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.2KNew |
$224K - $251K
|
6.2K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
1.07K+ 7.24% |
$38.7K - $43.4K
|
15.9K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
13KNew |
$470K - $527K
|
13K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.86% |
$109 - $122
|
352
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.88% |
$109 - $122
|
344
$13.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.31K+ 24.0% |
$156K - $175K
|
22.3K
$871K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.6KNew |
$420K - $471K
|
11.6K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.22K- 18.25% |
$298K - $333K
|
36.8K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
185+ 2.08% |
$6.69K - $7.5K
|
9.09K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.54K- 19.76% |
$55.5K - $62.2K
|
6.24K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6+ 0.09% |
$217 - $243
|
6.74K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
136+ 8.83% |
$4.92K - $5.51K
|
1.68K
$65.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.57K+ 6.74% |
$129K - $145K
|
56.6K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.94% |
$36.2 - $40.6
|
33
$1.29K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
9.95KNew |
$360K - $403K
|
9.95K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-54- 1.97% |
$1.95K - $2.19K
|
2.68K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.03K- 2.99% |
$73.4K - $82.3K
|
65.8K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-64- 65.31% |
$2.32K - $2.6K
|
34
$1.33K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 5.97% |
$760 - $852
|
373
$14.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-64.2K- 6.12% |
$2.32M - $2.6M
|
985K
$38.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-373- 9.0% |
$13.5K - $15.1K
|
3.77K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.67% |
$72.4 - $81.1
|
28
$1.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
156+ 1560.0% |
$5.64K - $6.33K
|
166
$6.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.4K+ 18.21% |
$483K - $542K
|
86.8K
$3.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-11K- 73.33% |
$398K - $446K
|
4K
$157K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 3.06% |
$53.9K - $60.4K
|
50.2K
$1.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.86K+ 41.66% |
$67.3K - $75.4K
|
6.33K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.2K- 8.69% |
$440K - $493K
|
128K
$5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 40.73% |
$37.3K - $41.8K
|
1.5K
$58.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$489K - $548K
|
13.5K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-277- 3.65% |
$10K - $11.2K
|
7.31K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-239- 90.19% |
$8.65K - $9.69K
|
26
$1.02K
|