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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.67KNew |
$320K - $359K
|
8.67K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 62.5% |
$185 - $207
|
13
$516
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.54KNew |
$241K - $270K
|
6.54K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
59.2KNew |
$2.19M - $2.45M
|
59.2K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-30K- 6.78% |
$1.11M - $1.24M
|
413K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
337New |
$12.4K - $13.9K
|
337
$13.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-1.16K- 50.26% |
$42.9K - $48.1K
|
1.15K
$45.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-378- 0.45% |
$14K - $15.6K
|
82.9K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
642KNew |
$23.7M - $26.6M
|
642K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.02KNew |
$148K - $166K
|
4.02K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-31.4K- 71.54% |
$1.16M - $1.3M
|
12.5K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
71New |
$2.62K - $2.94K
|
71
$2.82K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.95KNew |
$220K - $246K
|
5.95K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-173- 39.14% |
$6.39K - $7.16K
|
269
$10.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$780K - $874K
|
21.1K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
240New |
$8.86K - $9.93K
|
240
$9.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-5.51K- 23.87% |
$203K - $228K
|
17.6K
$696K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-2.1K- 18.85% |
$77.5K - $86.9K
|
9.04K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 8.33% |
$36.9 - $41.4
|
13
$516
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-16K- 56.22% |
$592K - $664K
|
12.5K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.04K- 18.06% |
$75.4K - $84.5K
|
9.26K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 9.82% |
$544K - $610K
|
165K
$6.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 1.25% |
$73.8 - $82.8
|
158
$6.27K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 79.17% |
$1.4K - $1.57K
|
10
$397
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.99K+ 9.22% |
$221K - $248K
|
70.9K
$2.81M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.23K+ 340.32% |
$119K - $134K
|
4.18K
$166K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
626+ 834.67% |
$23.1K - $25.9K
|
701
$27.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
12New |
$443 - $497
|
12
$476
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
595+ 9.41% |
$22K - $24.6K
|
6.92K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
32+ 10.96% |
$1.18K - $1.32K
|
324
$12.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-363- 57.08% |
$13.4K - $15K
|
273
$10.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.87K- 4.5% |
$106K - $119K
|
60.8K
$2.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.5KNew |
$1.27M - $1.43M
|
34.5K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
287New |
$10.6K - $11.9K
|
287
$11.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-85- 1.24% |
$3.14K - $3.52K
|
6.75K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4+ 100.0% |
$148 - $166
|
8
$317
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-895- 0.25% |
$33K - $37K
|
354K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4New |
$148 - $166
|
4
$159
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.9KNew |
$366K - $410K
|
9.9K
$393K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
36+ 0.16% |
$1.33K - $1.49K
|
22K
$874K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$480 - $538
|
13
$516
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.55K- 51.37% |
$94.2K - $106K
|
2.42K
$95.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.64KNew |
$208K - $234K
|
5.64K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-7.67K- 32.45% |
$283K - $317K
|
16K
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.02K+ 19.81% |
$37.5K - $42.1K
|
6.14K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$554 - $621
|
10.5K
$415K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41New |
$1.51K - $1.7K
|
41
$1.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
350New |
$12.9K - $14.5K
|
350
$13.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 10.94% |
$258 - $290
|
57
$2.26K
|
|