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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.55K- 14.24% |
$51.8K - $62.7K
|
9.31K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
326New |
$10.9K - $13.2K
|
326
$12.9K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
748New |
$25.1K - $30.3K
|
748
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
20.5KNew |
$687K - $832K
|
20.5K
$813K
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 50.0% |
$67K - $81.1K
|
2K
$79.3K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
11.8KNew |
$395K - $478K
|
11.8K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
27.4KNew |
$917K - $1.11M
|
27.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.03K- 2.61% |
$68.1K - $82.5K
|
76K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-55.1K- 92.47% |
$1.85M - $2.24M
|
4.49K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8.51KNew |
$285K - $345K
|
8.51K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-11- 0.14% |
$368 - $446
|
7.8K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.2KNew |
$207K - $251K
|
6.2K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
2K+ 15.38% |
$67K - $81.1K
|
15K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
67.2KNew |
$2.25M - $2.73M
|
67.2K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
19KNew |
$635K - $770K
|
19K
$753K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-106- 64.63% |
$3.55K - $4.3K
|
58
$2.3K
|
|
|
May 12, 2025
Q1 2025
|
Maple Brown Abbott LTD
|
BUY
|
- |
2.38MNew |
$79.8M - $96.7M
|
2.38M
$94.6M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
33New |
$1.11K - $1.34K
|
33
$1.31K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.6KNew |
$188K - $227K
|
5.6K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6KNew |
$201K - $243K
|
6K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-118- 3.63% |
$3.95K - $4.79K
|
3.13K
$124K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.22% |
$100 - $122
|
242
$9.6K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.33KNew |
$178K - $216K
|
5.33K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.84KNew |
$61.7K - $74.8K
|
1.84K
$73.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 19.4% |
$871 - $1.05K
|
160
$6.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.96KNew |
$334K - $404K
|
9.96K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 0.3% |
$167 - $203
|
1.67K
$66.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.68K- 57.34% |
$56.3K - $68.2K
|
1.25K
$49.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
334New |
$11.2K - $13.6K
|
334
$13.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.3KNew |
$445K - $539K
|
13.3K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
77New |
$2.58K - $3.12K
|
77
$3.05K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.8% |
$1.67K - $2.03K
|
6.19K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13- 0.81% |
$435 - $527
|
1.6K
$63.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-360- 4.59% |
$12.1K - $14.6K
|
7.48K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$670 - $811
|
20
$793
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60New |
$2.01K - $2.43K
|
60
$2.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
85New |
$2.85K - $3.45K
|
85
$3.37K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.21KNew |
$174K - $211K
|
5.21K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-158- 16.06% |
$5.29K - $6.41K
|
826
$32.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-541- 4.08% |
$18.1K - $21.9K
|
12.7K
$505K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-18.3K- 30.89% |
$614K - $744K
|
41K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.04% |
$804 - $974
|
1.15K
$45.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
200New |
$6.7K - $8.11K
|
200
$7.93K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.27K- 22.04% |
$76.1K - $92.1K
|
8.04K
$319K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 233.33% |
$703 - $852
|
30
$1.19K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-455- 4.95% |
$15.2K - $18.5K
|
8.73K
$346K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
20.5KNew |
$740K - $829K
|
20.5K
$811K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3New |
$109 - $122
|
3
$119
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
138New |
$4.99K - $5.6K
|
138
$5.47K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$72.4 - $81.1
|
2
$79.3
|
|