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 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-168- 28.33% |
$7.53K - $8.93K
|
425
$15.4K
|
|
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
$610K
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-206- 17.53% |
$9.53K - $11.1K
|
969
$35.1K
|
|
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
$652K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.5K- 75.0% |
$69.1K - $76.7K
|
500
$18.1K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-925- 10.63% |
$42.6K - $47.3K
|
7.77K
$282K
|
|
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
$225K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-375Closed |
$17.3K - $19.2K
|
0
$0
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-312- 32.16% |
$14.4K - $16K
|
658
$23.8K
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$13.8K - $15.3K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 8.24% |
$13.8K - $15.3K
|
3.34K
$121K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-250Closed |
$11.5K - $12.8K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-135Closed |
$6.22K - $6.91K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-125Closed |
$5.76K - $6.39K
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-25Closed |
$1.15K - $1.28K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-58.8KClosed |
$2.63M - $2.88M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-34.8KClosed |
$1.56M - $1.71M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-26.9KClosed |
$1.2M - $1.32M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-19.9KClosed |
$889K - $976K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-13.4KClosed |
$600K - $659K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-13.1KClosed |
$587K - $644K
|
0
$0
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11.9KClosed |
$533K - $585K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-9.56KClosed |
$427K - $469K
|
0
$0
|