Latest Institutional Sells of Essential Utilities, Inc. (WTRG)
This list provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-3.73KClosed |
$167K - $198K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.57KClosed |
$160K - $190K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.2KClosed |
$143K - $170K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.03KClosed |
$136K - $161K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$124K - $148K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.51KClosed |
$112K - $133K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.33KClosed |
$104K - $124K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.31KClosed |
$103K - $123K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.03K- 21.18% |
$90.7K - $108K
|
7.54K
$282K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.36KClosed |
$61.1K - $72.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.23KClosed |
$55.1K - $65.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-545Closed |
$24.4K - $29K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-400Closed |
$17.9K - $21.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-399- 81.76% |
$17.9K - $21.2K
|
89
$3.32K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-190- 7.06% |
$8.51K - $10.1K
|
2.5K
$93.4K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175Closed |
$7.84K - $9.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-168- 28.33% |
$7.53K - $8.93K
|
425
$15.9K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-147Closed |
$6.59K - $7.81K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-103Closed |
$4.61K - $5.47K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78Closed |
$3.49K - $4.14K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-47Closed |
$2.11K - $2.5K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-46Closed |
$2.06K - $2.44K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-117KClosed |
$5.43M - $6.3M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-112KClosed |
$5.16M - $5.99M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
SELL
|
- |
-23.7KClosed |
$1.1M - $1.27M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-16.7KClosed |
$774K - $899K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-6.28KClosed |
$290K - $337K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-5.34KClosed |
$247K - $287K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-4.94KClosed |
$228K - $265K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.22KClosed |
$149K - $173K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.25KClosed |
$57.8K - $67.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1KClosed |
$46.2K - $53.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-906Closed |
$41.9K - $48.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-218- 1.28% |
$10.1K - $11.7K
|
16.9K
$629K
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-206- 17.53% |
$9.53K - $11.1K
|
969
$36.2K
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-175Closed |
$8.09K - $9.4K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-106Closed |
$4.9K - $5.69K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-350KClosed |
$16.1M - $17.9M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-31.5KClosed |
$1.45M - $1.61M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-9.22KClosed |
$425K - $472K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-8.14KClosed |
$375K - $416K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.63KClosed |
$259K - $288K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.1KClosed |
$235K - $261K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-4.51KClosed |
$208K - $231K
|
0
$0
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.31K- 15.54% |
$153K - $169K
|
18K
$672K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.5K- 75.0% |
$69.1K - $76.7K
|
500
$18.7K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-925- 10.63% |
$42.6K - $47.3K
|
7.77K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-660Closed |
$30.4K - $33.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-629Closed |
$29K - $32.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-597- 8.78% |
$27.5K - $30.5K
|
6.21K
$232K
|