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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-23.4K- 98.73% |
$864K - $969K
|
300
$11.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
47New |
$1.74K - $1.95K
|
47
$1.86K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 100.0% |
$222 - $248
|
12
$476
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
11KNew |
$405K - $455K
|
11K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-250- 29.41% |
$9.23K - $10.3K
|
600
$23.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-589- 2.05% |
$21.7K - $24.4K
|
28.2K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
848New |
$31.3K - $35.1K
|
848
$33.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
19+ 105.56% |
$701 - $786
|
37
$1.47K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
14KNew |
$516K - $579K
|
14K
$555K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
208New |
$7.68K - $8.61K
|
208
$8.25K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-550- 5.18% |
$20.3K - $22.8K
|
10.1K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 81.67% |
$1.81K - $2.03K
|
11
$436
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-686- 18.35% |
$25.3K - $28.4K
|
3.05K
$121K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.02K- 7.27% |
$74.7K - $83.7K
|
25.8K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-147- 2.03% |
$5.43K - $6.08K
|
7.1K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 51.61% |
$591 - $662
|
15
$595
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4New |
$148 - $166
|
4
$159
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-224- 0.85% |
$8.27K - $9.27K
|
26.2K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
57.1K+ 826.36% |
$2.11M - $2.37M
|
64.1K
$2.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.79% |
$148 - $166
|
511
$20.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2K- 14.18% |
$73.8K - $82.8K
|
12.1K
$480K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
69New |
$2.31K - $2.8K
|
69
$2.74K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
335+ 6.06% |
$11.2K - $13.6K
|
5.86K
$232K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
15.5KNew |
$520K - $630K
|
15.5K
$616K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
12.2KNew |
$410K - $497K
|
12.2K
$486K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
22.2KNew |
$744K - $902K
|
22.2K
$882K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
724New |
$24.2K - $29.4K
|
724
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.04KNew |
$202K - $245K
|
6.04K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
44.1K+ 3.06% |
$1.48M - $1.79M
|
1.49M
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
86.9KNew |
$2.91M - $3.52M
|
86.9K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
68.3KNew |
$2.29M - $2.77M
|
68.3K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$335 - $406
|
10
$397
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$33.5 - $40.6
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-249- 90.55% |
$8.34K - $10.1K
|
26
$1.03K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.43K+ 54.56% |
$316K - $382K
|
26.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.87K- 21.95% |
$62.7K - $75.9K
|
6.66K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
480New |
$16.1K - $19.5K
|
480
$19K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.43KNew |
$182K - $220K
|
5.43K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50.7K+ 103.86% |
$1.7M - $2.06M
|
99.4K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
103New |
$3.45K - $4.18K
|
103
$4.09K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
11.5KNew |
$386K - $468K
|
11.5K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
10.7KNew |
$357K - $432K
|
10.7K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
37.2KNew |
$1.25M - $1.51M
|
37.2K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
175New |
$5.86K - $7.1K
|
175
$6.94K
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
5.81KNew |
$195K - $236K
|
5.81K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
126New |
$4.22K - $5.11K
|
126
$5K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-56- 0.84% |
$1.88K - $2.27K
|
6.59K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
92New |
$3.08K - $3.73K
|
92
$3.65K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.61KNew |
$255K - $309K
|
7.61K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.52KNew |
$218K - $264K
|
6.52K
$259K
|
|