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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-467- 2.22% |
$15.6K - $18.9K
|
20.6K
$768K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-455- 4.95% |
$15.2K - $18.5K
|
8.73K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-370- 5.21% |
$12.4K - $15K
|
6.73K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-360- 4.59% |
$12.1K - $14.6K
|
7.48K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-350- 6.58% |
$11.7K - $14.2K
|
4.97K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-317- 5.47% |
$10.6K - $12.9K
|
5.48K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-312- 6.68% |
$10.4K - $12.7K
|
4.36K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-311- 5.38% |
$10.4K - $12.6K
|
5.47K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-307- 13.87% |
$10.3K - $12.5K
|
1.91K
$71.2K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-291- 3.11% |
$9.75K - $11.8K
|
9.07K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-279- 2.13% |
$9.34K - $11.3K
|
12.8K
$480K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-271- 2.2% |
$9.08K - $11K
|
12K
$449K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-255- 1.84% |
$8.54K - $10.3K
|
13.6K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-249- 0.18% |
$8.34K - $10.1K
|
140K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-249- 90.55% |
$8.34K - $10.1K
|
26
$971
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-239- 0.73% |
$8K - $9.7K
|
32.3K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-208- 1.07% |
$6.97K - $8.44K
|
19.3K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-194- 0.39% |
$6.5K - $7.87K
|
49.5K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-165- 0.49% |
$5.53K - $6.69K
|
33.3K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-163- 0.79% |
$5.46K - $6.61K
|
20.5K
$767K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-159- 1.36% |
$5.32K - $6.45K
|
11.5K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-158- 16.06% |
$5.29K - $6.41K
|
826
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-151- 5.41% |
$5.06K - $6.13K
|
2.64K
$98.6K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-143- 0.35% |
$4.79K - $5.8K
|
41.1K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-129- 1.69% |
$4.32K - $5.23K
|
7.5K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-120- 2.26% |
$4.02K - $4.87K
|
5.2K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-118- 3.63% |
$3.95K - $4.79K
|
3.13K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-106- 64.63% |
$3.55K - $4.3K
|
58
$2.17K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 1.05% |
$3.35K - $4.06K
|
9.43K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-89- 0.83% |
$2.98K - $3.61K
|
10.6K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-83- 0.47% |
$2.78K - $3.37K
|
17.8K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 5.0% |
$2.61K - $3.16K
|
1.48K
$55.4K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-71- 0.09% |
$2.38K - $2.88K
|
75.4K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-56- 0.84% |
$1.88K - $2.27K
|
6.59K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.8% |
$1.67K - $2.03K
|
6.19K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-34- 7.14% |
$1.14K - $1.38K
|
442
$16.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.04% |
$804 - $974
|
1.15K
$43.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-15- 0.22% |
$502 - $609
|
6.73K
$251K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-13- 86.67% |
$435 - $527
|
2
$74.7
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13- 0.81% |
$435 - $527
|
1.6K
$59.8K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-11- 0.14% |
$368 - $446
|
7.8K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 25.0% |
$134 - $162
|
12
$448
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4- 50.0% |
$134 - $162
|
4
$149
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.22% |
$100 - $122
|
242
$9.04K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 66.67% |
$67 - $81.1
|
1
$37.4
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$33.5 - $40.6
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1- 0.01% |
$33.5 - $40.6
|
11K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.06% |
$33.5 - $40.6
|
1.63K
$60.7K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-212K- 66.73% |
$7.66M - $8.58M
|
106K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-79.1K- 16.63% |
$2.86M - $3.21M
|
397K
$14.8M
|
|