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 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
30+ 88.24% |
$1K - $1.22K
|
64
$2.39K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.33KNew |
$178K - $216K
|
5.33K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-271- 2.2% |
$9.08K - $11K
|
12K
$449K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
19.9K+ 3.66% |
$665K - $806K
|
563K
$21M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.43K- 2.57% |
$115K - $139K
|
130K
$4.86M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-71- 0.09% |
$2.38K - $2.88K
|
75.4K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.0% |
$23.4K - $28.4K
|
70.8K
$2.64M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
29+ 0.05% |
$971 - $1.18K
|
61K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.97K- 14.33% |
$65.8K - $79.7K
|
11.7K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
69.4KNew |
$2.32M - $2.82M
|
69.4K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
40+ 0.17% |
$1.34K - $1.62K
|
23.7K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.12K+ 26.99% |
$104K - $126K
|
14.7K
$548K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 13.47% |
$39.8K - $48.2K
|
7.63K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38+ 0.59% |
$1.27K - $1.54K
|
6.51K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38+ 11.41% |
$1.27K - $1.54K
|
371
$13.9K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.35K- 3.32% |
$45K - $54.6K
|
39.2K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
17+ 1700.0% |
$569 - $690
|
18
$672
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
895+ 0.25% |
$30K - $36.3K
|
355K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
455+ 0.73% |
$15.2K - $18.5K
|
63.2K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
366+ 17.39% |
$12.3K - $14.8K
|
2.47K
$92.3K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.58K+ 1.46% |
$53K - $64.2K
|
110K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-370- 5.21% |
$12.4K - $15K
|
6.73K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.26K+ 2.03% |
$42.2K - $51.2K
|
63.4K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.97K+ 13.9% |
$233K - $283K
|
57.1K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.7K- 7.27% |
$56.8K - $68.8K
|
21.6K
$807K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15New |
$502 - $609
|
15
$560
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$61.7K - $74.8K
|
1.84K
$68.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.59K+ 0.85% |
$53.2K - $64.5K
|
189K
$7.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.55K+ 7.79% |
$186K - $225K
|
76.8K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.41K- 9.48% |
$114K - $138K
|
32.6K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.89% |
$20.1K - $24.3K
|
67.9K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
73+ 0.17% |
$2.44K - $2.96K
|
42.5K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$603 - $730
|
18
$672
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
334+ 0.29% |
$11.2K - $13.6K
|
116K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.13K+ 23.43% |
$138K - $168K
|
21.8K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 19.4% |
$871 - $1.05K
|
160
$5.98K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.02K+ 3.89% |
$134K - $163K
|
107K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.96KNew |
$334K - $404K
|
9.96K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-83- 0.47% |
$2.78K - $3.37K
|
17.8K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.69K- 1.61% |
$56.6K - $68.6K
|
103K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
4+ 0.03% |
$134 - $162
|
14.7K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$603 - $730
|
18
$672
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$134 - $162
|
4
$149
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-350- 6.58% |
$11.7K - $14.2K
|
4.97K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62+ 10.8% |
$2.08K - $2.52K
|
636
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
38.1KNew |
$1.28M - $1.55M
|
38.1K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
18.4K+ 0.91% |
$615K - $745K
|
2.05M
$76.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$100 - $122
|
3
$112
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 8.51% |
$39.5K - $47.8K
|
15K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-19.2K- 2.64% |
$642K - $778K
|
706K
$26.4M
|