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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
500New |
$16.3K - $18.8K
|
500
$19.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
1.84K+ 0.29% |
$60K - $69.3K
|
630K
$25M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21.2K- 20.26% |
$692K - $799K
|
83.6K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.69KNew |
$185K - $214K
|
5.69K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
21.2KNew |
$690K - $797K
|
21.2K
$840K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9- 5.42% |
$293 - $339
|
157
$6.23K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.65K- 13.16% |
$152K - $175K
|
30.7K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
45+ 1.36% |
$1.47K - $1.69K
|
3.34K
$133K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.55% |
$326 - $376
|
1.82K
$72K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
168New |
$5.48K - $6.32K
|
168
$6.66K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
53+ 0.78% |
$1.73K - $1.99K
|
6.82K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 3.9% |
$23.2K - $26.8K
|
17.5K
$694K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-58- 0.93% |
$1.89K - $2.18K
|
6.17K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7KNew |
$228K - $263K
|
7K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
82+ 1.0% |
$2.67K - $3.09K
|
8.31K
$330K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.78KNew |
$188K - $217K
|
5.78K
$229K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
5.53KNew |
$180K - $208K
|
5.53K
$219K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
5.67KNew |
$185K - $213K
|
5.67K
$225K
|
|
| Q3 2023 | |||||||
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-23.5K- 59.96% |
$801K - $1.01M
|
15.7K
$623K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56+ 112.0% |
$1.91K - $2.41K
|
106
$4.21K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.9K+ 159.03% |
$472K - $597K
|
22.6K
$895K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-202- 5.29% |
$6.88K - $8.71K
|
3.61K
$143K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.36KNew |
$183K - $231K
|
5.36K
$213K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-143- 7.29% |
$4.87K - $6.16K
|
1.82K
$72.2K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
157New |
$5.34K - $6.77K
|
157
$6.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-16.4K- 12.66% |
$558K - $707K
|
113K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.41KNew |
$320K - $406K
|
9.41K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
383KNew |
$13M - $16.5M
|
383K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 15.64% |
$64.7K - $81.9K
|
10.3K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
156KNew |
$5.32M - $6.73M
|
156K
$6.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.06K+ 79.6% |
$206K - $261K
|
13.7K
$542K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 10.25% |
$851 - $1.08K
|
269
$10.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
39+ 0.4% |
$1.33K - $1.68K
|
9.91K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.05K- 2.77% |
$35.8K - $45.3K
|
36.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
161+ 1.62% |
$5.48K - $6.94K
|
10.1K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.56K+ 1462.5% |
$155K - $197K
|
4.88K
$193K
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 16.87% |
$106K - $134K
|
21.6K
$856K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
666New |
$22.7K - $28.7K
|
666
$26.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-170- 0.89% |
$5.79K - $7.33K
|
19K
$753K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
861+ 6.65% |
$29.3K - $37.1K
|
13.8K
$548K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.79K- 10.02% |
$94.9K - $120K
|
25K
$993K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.4KNew |
$218K - $276K
|
6.4K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.55K- 29.42% |
$86.8K - $110K
|
6.12K
$243K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
65.1KNew |
$2.22M - $2.81M
|
65.1K
$2.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
15+ 0.23% |
$511 - $647
|
6.57K
$260K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1+ 0.45% |
$34 - $43.1
|
221
$8.77K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12New |
$408 - $517
|
12
$476
|
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.4K+ 61.74% |
$354K - $448K
|
27.3K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 8.28% |
$34K - $43.1K
|
11.1K
$439K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-702- 3.01% |
$23.9K - $30.3K
|
22.6K
$896K
|
|