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 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10.6K+ 17.39% |
$382K - $428K
|
71.3K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
171K+ 353.88% |
$6.2M - $6.95M
|
220K
$8.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
236K+ 6.84% |
$8.55M - $9.58M
|
3.69M
$135M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-413K- 11.38% |
$14.9M - $16.7M
|
3.22M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
31.1K+ 15.71% |
$1.12M - $1.26M
|
229K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
700+ 0.64% |
$25.3K - $28.4K
|
111K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
570+ 0.75% |
$20.6K - $23.1K
|
77K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-576- 0.78% |
$20.8K - $23.4K
|
73.5K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-416- 20.37% |
$15.1K - $16.9K
|
1.63K
$59.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
9.99KNew |
$361K - $405K
|
9.99K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
27.6K+ 1.76% |
$1M - $1.12M
|
1.6M
$58.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-6.95K- 37.56% |
$251K - $282K
|
11.6K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
85+ 0.32% |
$3.08K - $3.45K
|
26.9K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-879- 18.55% |
$31.8K - $35.6K
|
3.86K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.95K- 10.28% |
$215K - $241K
|
51.9K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.26K+ 132.56% |
$45.7K - $51.2K
|
2.21K
$80.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.3% |
$145 - $162
|
312
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-29.9K- 61.07% |
$1.08M - $1.21M
|
19K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 0.32% |
$2.1K - $2.35K
|
17.9K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
90.7K+ 25.78% |
$3.28M - $3.68M
|
443K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5New |
$181 - $203
|
5
$183
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-842- 0.92% |
$30.5K - $34.1K
|
91K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 3.79% |
$579 - $649
|
406
$14.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
617+ 5.93% |
$22.3K - $25K
|
11K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-18.4K- 55.45% |
$667K - $747K
|
14.8K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.76KNew |
$281K - $315K
|
7.76K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
641+ 8.7% |
$23.2K - $26K
|
8.01K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
5.32K+ 55.46% |
$193K - $216K
|
14.9K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
12.3K+ 9.43% |
$444K - $497K
|
142K
$5.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.51K+ 2.49% |
$344K - $386K
|
392K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
250New |
$9.05K - $10.1K
|
250
$9.14K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5K+ 1009.4% |
$959K - $1.08M
|
29.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-16K- 50.07% |
$580K - $650K
|
16K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-42.5K- 23.97% |
$1.54M - $1.72M
|
135K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-10.8K- 5.37% |
$392K - $440K
|
191K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
863+ 12.57% |
$31.2K - $35K
|
7.73K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-347- 4.6% |
$12.6K - $14.1K
|
7.2K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.64K- 0.14% |
$168K - $188K
|
3.24M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.68K+ 109.31% |
$278K - $312K
|
14.7K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-34.1K- 26.46% |
$1.23M - $1.38M
|
94.8K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 31.22% |
$535K - $599K
|
62.1K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-787- 7.64% |
$28.5K - $31.9K
|
9.52K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
150K+ 109.46% |
$5.44M - $6.1M
|
288K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.44MNew |
$52.2M - $58.5M
|
1.44M
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
32.5K+ 2.8% |
$1.18M - $1.32M
|
1.2M
$43.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2K- 3.36% |
$72.4K - $81.2K
|
57.5K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.88K- 5.13% |
$140K - $157K
|
71.8K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-15- 2.5% |
$543 - $608
|
584
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-3.7K- 3.52% |
$134K - $150K
|
102K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
25+ 0.39% |
$905 - $1.01K
|
6.5K
$237K
|