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 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 50.0% |
$67K - $81.1K
|
2K
$74.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.97K- 14.33% |
$65.8K - $79.7K
|
11.7K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.94K- 19.47% |
$65.1K - $78.9K
|
8.04K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.92K- 2.36% |
$64.2K - $77.7K
|
79.4K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.87K- 21.95% |
$62.7K - $75.9K
|
6.66K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.87K- 3.36% |
$62.5K - $75.7K
|
53.6K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 5.21% |
$62K - $75.1K
|
33.7K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 1.73% |
$58.9K - $71.4K
|
99.8K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.7K- 7.27% |
$56.8K - $68.8K
|
21.6K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.69K- 1.61% |
$56.6K - $68.6K
|
103K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.68K- 57.34% |
$56.3K - $68.2K
|
1.25K
$46.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.57K- 0.78% |
$52.6K - $63.7K
|
200K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.55K- 14.24% |
$51.8K - $62.7K
|
9.31K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.52K- 6.16% |
$50.9K - $61.6K
|
23.1K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.5K- 15.75% |
$50.2K - $60.8K
|
8.02K
$299K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.46K- 18.77% |
$48.8K - $59.1K
|
6.3K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 11.78% |
$46.7K - $56.6K
|
10.4K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.35K- 3.32% |
$45K - $54.6K
|
39.2K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 0.74% |
$44.9K - $54.4K
|
181K
$6.74M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.29K- 0.62% |
$43.1K - $52.2K
|
207K
$7.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.25K- 1.38% |
$42K - $50.8K
|
89.8K
$3.35M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 13.47% |
$39.8K - $48.2K
|
7.63K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 17.97% |
$39.7K - $48.1K
|
5.41K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 31.09% |
$39.3K - $47.5K
|
2.6K
$97K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.15K- 2.32% |
$38.4K - $46.6K
|
48.4K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.15K- 3.83% |
$38.4K - $46.5K
|
28.8K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 7.44% |
$37.8K - $45.8K
|
14K
$524K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.11K- 16.24% |
$37.2K - $45K
|
5.73K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 0.7% |
$35.6K - $43.1K
|
150K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-987- 1.53% |
$33.1K - $40K
|
63.7K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-926- 10.03% |
$31K - $37.6K
|
8.3K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-925- 6.2% |
$31K - $37.5K
|
14K
$523K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-900- 41.86% |
$30.1K - $36.5K
|
1.25K
$46.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-858- 54.82% |
$28.7K - $34.8K
|
707
$26.4K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-838- 4.68% |
$28.1K - $34K
|
17.1K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-838- 2.58% |
$28.1K - $34K
|
31.6K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-829- 1.65% |
$27.8K - $33.6K
|
49.5K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-818Closed |
$27.4K - $33.2K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-760- 5.07% |
$25.5K - $30.8K
|
14.2K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-654- 23.49% |
$21.9K - $26.5K
|
2.13K
$79.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-619- 53.36% |
$20.7K - $25.1K
|
541
$20.2K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-584- 2.06% |
$19.6K - $23.7K
|
27.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-582- 3.96% |
$19.5K - $23.6K
|
14.1K
$528K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-580- 5.8% |
$19.4K - $23.5K
|
9.41K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-541- 4.08% |
$18.1K - $21.9K
|
12.7K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 7.94% |
$16.7K - $20.3K
|
5.8K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-497- 12.88% |
$16.6K - $20.2K
|
3.36K
$126K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-480- 3.34% |
$16.1K - $19.5K
|
13.9K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-475- 1.85% |
$15.9K - $19.3K
|
25.2K
$941K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-474- 5.29% |
$15.9K - $19.2K
|
8.49K
$317K
|