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 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.51K- 53.0% |
$224K - $270K
|
4.88K
$191K
|
|
|
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
$784K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.5K- 60.01% |
$102K - $123K
|
1.67K
$65.2K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-698- 11.48% |
$28.4K - $34.2K
|
5.38K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-644- 7.87% |
$26.2K - $31.6K
|
7.54K
$295K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-550- 7.45% |
$22.4K - $27K
|
6.84K
$267K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-546- 6.47% |
$22.2K - $26.8K
|
7.89K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-522- 69.6% |
$21.2K - $25.6K
|
228
$8.92K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-481- 5.86% |
$19.6K - $23.6K
|
7.72K
$302K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-464- 88.72% |
$18.9K - $22.7K
|
59
$2.31K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 7.32% |
$8.13K - $9.8K
|
2.53K
$99K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-178- 49.44% |
$7.24K - $8.72K
|
182
$7.12K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-130- 0.89% |
$5.28K - $6.37K
|
14.4K
$564K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-15- 1.75% |
$610 - $735
|
843
$33K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 21.82% |
$488 - $588
|
43
$1.68K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.34% |
$40.7 - $49
|
297
$11.6K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-8.79K- 61.4% |
$349K - $428K
|
5.53K
$216K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.98K- 28.3% |
$78.8K - $96.7K
|
5.03K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-930- 12.07% |
$36.9K - $45.3K
|
6.78K
$265K
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-700- 2.56% |
$27.8K - $34.1K
|
26.6K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-684- 47.53% |
$27.2K - $33.3K
|
755
$29.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-345- 0.81% |
$13.7K - $16.8K
|
42K
$1.64M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-225K- 24.07% |
$9.29M - $11.8M
|
709K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-9.42K- 2.96% |
$390K - $493K
|
309K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-7.91K- 40.6% |
$327K - $414K
|
11.6K
$453K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.83KClosed |
$241K - $305K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.23K- 1.79% |
$175K - $221K
|
231K
$9.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2K- 11.45% |
$82.8K - $105K
|
15.5K
$605K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-775- 59.98% |
$32.1K - $40.6K
|
517
$20.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-677- 16.07% |
$28K - $35.5K
|
3.54K
$138K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 30.0% |
$24.8K - $31.4K
|
1.4K
$54.8K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$26.1K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$26.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-400- 5.88% |
$16.6K - $20.9K
|
6.4K
$250K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-336- 5.51% |
$13.9K - $17.6K
|
5.76K
$225K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-300- 4.99% |
$12.4K - $15.7K
|
5.71K
$224K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-218- 3.01% |
$9.02K - $11.4K
|
7.03K
$275K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-211- 4.14% |
$8.73K - $11.1K
|
4.89K
$191K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-56- 84.85% |
$2.32K - $2.93K
|
10
$391
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-46- 9.98% |
$1.9K - $2.41K
|
415
$16.2K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.02M- 47.86% |
$42.3M - $53.7M
|
1.11M
$43.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-294KClosed |
$12.2M - $15.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-159KClosed |
$6.6M - $8.38M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-141KClosed |
$5.85M - $7.43M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-40.3KClosed |
$1.67M - $2.12M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-23.3KClosed |
$965K - $1.23M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-12.3KClosed |
$509K - $646K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
$335K - $426K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.14KClosed |
$296K - $376K
|
0
$0
|
|