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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-7.05KClosed |
$292K - $371K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.82KClosed |
$282K - $359K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.58KClosed |
$273K - $346K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-5.34KClosed |
$221K - $281K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.15KClosed |
$213K - $271K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$186K - $237K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.48KClosed |
$185K - $235K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-4.2KClosed |
$174K - $221K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-4.19KClosed |
$174K - $220K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Independent Investors Inc
|
SELL
|
- |
-4.17KClosed |
$173K - $219K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.12KClosed |
$171K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.1KClosed |
$170K - $215K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.96KClosed |
$164K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.52K- 20.56% |
$146K - $185K
|
13.6K
$532K
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-2.25K- 32.12% |
$93K - $118K
|
4.75K
$186K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.56K- 50.0% |
$64.6K - $82K
|
1.56K
$61K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$41.4K - $52.6K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-800- 3.93% |
$33.1K - $42.1K
|
19.6K
$765K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$33.1K - $42.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-761Closed |
$31.5K - $40K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-750Closed |
$31.1K - $39.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-629- 1.63% |
$26.1K - $33.1K
|
38.1K
$1.49M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-590Closed |
$24.4K - $31K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-500- 9.09% |
$20.7K - $26.3K
|
5K
$196K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-493- 32.35% |
$20.4K - $25.9K
|
1.03K
$40.3K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-416Closed |
$17.2K - $21.9K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-402Closed |
$16.7K - $21.1K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375- 71.43% |
$15.5K - $19.7K
|
150
$5.87K
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-301- 6.08% |
$12.5K - $15.8K
|
4.65K
$182K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-300- 6.15% |
$12.4K - $15.8K
|
4.58K
$179K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-268Closed |
$11.1K - $14.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-247Closed |
$10.2K - $13K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-244Closed |
$10.1K - $12.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-237Closed |
$9.82K - $12.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-212Closed |
$8.78K - $11.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-85Closed |
$3.52K - $4.47K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-63Closed |
$2.61K - $3.31K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-44Closed |
$1.82K - $2.31K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-43Closed |
$1.78K - $2.26K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 58.33% |
$1.45K - $1.84K
|
25
$978
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-19Closed |
$787 - $999
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-15- 0.11% |
$621 - $789
|
13.1K
$514K
|
|
Q1 2022 | |||||||
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-65.6KClosed |
$2.94M - $3.49M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-35.1KClosed |
$1.57M - $1.86M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$1.32M - $1.57M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-15.8KClosed |
$706K - $837K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-8.08KClosed |
$362K - $429K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-7.41KClosed |
$332K - $394K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-7.25KClosed |
$325K - $385K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-5.42KClosed |
$243K - $288K
|
0
$0
|