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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.64K- 81.38% |
$90K - $114K
|
605
$24.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.55K- 29.42% |
$86.8K - $110K
|
6.12K
$248K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2.14K- 42.21% |
$72.8K - $92.2K
|
2.93K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 15.64% |
$64.7K - $81.9K
|
10.3K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.64K- 52.15% |
$55.7K - $70.5K
|
1.5K
$60.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.05K- 2.77% |
$35.8K - $45.3K
|
36.9K
$1.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 8.28% |
$34K - $43.1K
|
11.1K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-945- 4.65% |
$32.2K - $40.7K
|
19.4K
$787K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-702- 3.01% |
$23.9K - $30.3K
|
22.6K
$916K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-312- 9.21% |
$10.6K - $13.4K
|
3.08K
$125K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-202- 5.29% |
$6.88K - $8.71K
|
3.61K
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-170- 0.89% |
$5.79K - $7.33K
|
19K
$770K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-143- 7.29% |
$4.87K - $6.16K
|
1.82K
$73.8K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-429K- 7.89% |
$16.9M - $19.3M
|
5M
$203M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.95K- 35.22% |
$393K - $448K
|
18.3K
$742K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.18K- 48.06% |
$323K - $368K
|
8.84K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.25K- 29.0% |
$286K - $326K
|
17.7K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.74K- 47.04% |
$266K - $304K
|
7.59K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.07K- 10.28% |
$200K - $228K
|
44.3K
$1.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.55K- 46.33% |
$180K - $205K
|
5.27K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3.37K- 66.77% |
$133K - $152K
|
1.68K
$68.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.4K- 9.86% |
$55.3K - $63K
|
12.8K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 8.19% |
$40.6K - $46.3K
|
11.5K
$468K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-972- 9.0% |
$38.4K - $43.8K
|
9.83K
$399K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-822- 0.9% |
$32.4K - $37K
|
91K
$3.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-812- 24.14% |
$32K - $36.6K
|
2.55K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-582- 2.6% |
$23K - $26.2K
|
21.8K
$883K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-289- 0.58% |
$11.4K - $13K
|
49.3K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8- 66.67% |
$316 - $360
|
4
$162
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-62.9K- 97.37% |
$2.56M - $3.08M
|
1.7K
$69K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-27.5K- 82.24% |
$1.12M - $1.35M
|
5.94K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.51K- 53.0% |
$224K - $270K
|
4.88K
$198K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.51KClosed |
$183K - $221K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.88K- 16.21% |
$158K - $190K
|
20K
$813K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 60.01% |
$102K - $123K
|
1.67K
$67.6K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-698- 11.48% |
$28.4K - $34.2K
|
5.38K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-644- 7.87% |
$26.2K - $31.6K
|
7.54K
$306K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-550- 7.45% |
$22.4K - $27K
|
6.84K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-546- 6.47% |
$22.2K - $26.8K
|
7.89K
$320K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-522- 69.6% |
$21.2K - $25.6K
|
228
$9.25K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 5.86% |
$19.6K - $23.6K
|
7.72K
$313K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-464- 88.72% |
$18.9K - $22.7K
|
59
$2.39K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 7.32% |
$8.13K - $9.8K
|
2.53K
$103K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-178- 49.44% |
$7.24K - $8.72K
|
182
$7.38K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 0.89% |
$5.28K - $6.37K
|
14.4K
$585K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-15- 1.75% |
$610 - $735
|
843
$34.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 21.82% |
$488 - $588
|
43
$1.74K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.34% |
$40.7 - $49
|
297
$12K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.79K- 61.4% |
$349K - $428K
|
5.53K
$224K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.98K- 28.3% |
$78.8K - $96.7K
|
5.03K
$204K
|
|