Latest Institutional Transactions on Essential Utilities, Inc. (WTRG)
This table provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.66K- 49.84% |
$318K - $345K
|
8.72K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
799+ 0.61% |
$29.3K - $31.9K
|
132K
$5.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.4KNew |
$272K - $295K
|
7.4K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-16K- 13.09% |
$588K - $638K
|
106K
$4.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-30- 0.11% |
$1.1K - $1.2K
|
26.8K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
111New |
$4.08K - $4.43K
|
111
$4.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27New |
$992 - $1.08K
|
27
$1.07K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
259+ 3.2% |
$9.51K - $10.3K
|
8.35K
$331K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
81New |
$2.98K - $3.23K
|
81
$3.21K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-184- 3.01% |
$6.76K - $7.34K
|
5.92K
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
528+ 0.14% |
$19.4K - $21.1K
|
370K
$14.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.81K+ 7.63% |
$66.4K - $72.1K
|
25.5K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
80.1K+ 3.15% |
$2.94M - $3.2M
|
2.62M
$104M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 9.76% |
$735 - $798
|
225
$8.93K
|
|
|
Oct 16, 2025
Q3 2025
|
Covea Finance
|
BUY
|
- |
43.6K+ 66.26% |
$1.6M - $1.74M
|
109K
$4.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127- 12.67% |
$4.66K - $5.07K
|
875
$34.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-372- 4.29% |
$13.7K - $14.8K
|
8.29K
$329K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-673- 33.22% |
$24.7K - $26.9K
|
1.35K
$53.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
381+ 169.33% |
$14K - $15.2K
|
606
$24K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.62K+ 1.66% |
$59.6K - $64.7K
|
99.5K
$3.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
1.4K+ 0.38% |
$51.4K - $55.9K
|
374K
$14.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
8.19K+ 12.1% |
$301K - $327K
|
75.8K
$3.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.07KNew |
$186K - $202K
|
5.07K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
6.76K+ 46.16% |
$248K - $270K
|
21.4K
$849K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
48KNew |
$1.76M - $1.91M
|
48K
$1.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
24.5K+ 155.96% |
$899K - $976K
|
40.2K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.7K+ 34.85% |
$173K - $187K
|
18.2K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.48K+ 64.87% |
$165K - $179K
|
11.4K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
790+ 0.88% |
$29K - $31.5K
|
90.5K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 5.56% |
$73.5 - $79.8
|
34
$1.35K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
782+ 1.12% |
$28.7K - $31.2K
|
70.8K
$2.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
64.3K+ 14.3% |
$2.36M - $2.57M
|
514K
$20.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 67.44% |
$66.4K - $72.1K
|
873
$34.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.26KNew |
$267K - $290K
|
7.26K
$288K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$36.7 - $39.9
|
1
$39.7
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 45.45% |
$184 - $200
|
16
$635
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.63K- 21.8% |
$280K - $304K
|
27.4K
$1.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
17.5K+ 15.87% |
$643K - $698K
|
128K
$5.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
14.4K+ 41.74% |
$528K - $574K
|
48.8K
$1.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-285- 0.28% |
$10.5K - $11.4K
|
101K
$4.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
85+ 1.08% |
$3.12K - $3.39K
|
7.92K
$314K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-159- 2.88% |
$5.84K - $6.34K
|
5.36K
$213K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
19New |
$698 - $758
|
19
$754
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.93KNew |
$218K - $237K
|
5.93K
$235K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-5.27K- 38.72% |
$194K - $210K
|
8.35K
$331K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
11K+ 5.48% |
$406K - $456K
|
212K
$8.4M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
359K+ 72.01% |
$13.3M - $14.9M
|
858K
$34M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.91K- 32.31% |
$107K - $120K
|
6.1K
$242K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-270- 0.23% |
$9.97K - $11.2K
|
116K
$4.62M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-21.8K- 18.24% |
$804K - $902K
|
97.7K
$3.87M
|
|