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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-191- 0.27% |
$7.02K - $7.62K
|
70.4K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
626+ 41.0% |
$23K - $25K
|
2.15K
$85.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.01K+ 1.46% |
$37.2K - $40.5K
|
70.4K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-256- 14.58% |
$9.4K - $10.2K
|
1.5K
$59.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
69+ 2.51% |
$2.53K - $2.75K
|
2.82K
$112K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.12K+ 21.5% |
$41.1K - $44.6K
|
6.32K
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.72K- 13.73% |
$63.2K - $68.7K
|
10.8K
$429K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-171K- 36.65% |
$6.27M - $6.81M
|
295K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
4.51K+ 3.05% |
$166K - $180K
|
152K
$6.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
14.7K+ 7.36% |
$539K - $585K
|
214K
$8.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 7.25% |
$40.4K - $43.9K
|
14.1K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
2.99K+ 6.69% |
$110K - $119K
|
47.6K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
44.9K+ 21.09% |
$1.65M - $1.79M
|
258K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
16.9K+ 57.22% |
$619K - $673K
|
46.3K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.38K- 37.99% |
$198K - $215K
|
8.79K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-70- 72.92% |
$2.57K - $2.79K
|
26
$1.03K
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
SELL
|
- |
-71.1K- 32.26% |
$2.61M - $2.84M
|
149K
$5.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.75K- 22.35% |
$64.2K - $69.7K
|
6.07K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
277+ 0.15% |
$10.2K - $11.1K
|
184K
$7.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 14.81% |
$147 - $160
|
23
$912
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.09M+ 315.28% |
$114M - $123M
|
4.07M
$162M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
151+ 5.09% |
$5.55K - $6.02K
|
3.12K
$124K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4.93K+ 8.56% |
$181K - $197K
|
62.5K
$2.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.66K+ 4.61% |
$134K - $146K
|
82.9K
$3.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
838K+ 2.76% |
$30.8M - $33.5M
|
31.2M
$1.24B
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.75K+ 25.02% |
$64.1K - $69.7K
|
8.72K
$346K
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
12.5KNew |
$460K - $500K
|
12.5K
$497K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
368KNew |
$13.5M - $14.7M
|
368K
$14.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.03K- 5.25% |
$37.6K - $40.9K
|
18.5K
$734K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.46K- 7.0% |
$201K - $218K
|
72.6K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-248- 1.16% |
$9.11K - $9.9K
|
21.1K
$836K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-212- 1.32% |
$7.79K - $8.46K
|
15.9K
$630K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
29+ 0.43% |
$1.07K - $1.16K
|
6.82K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.39KNew |
$235K - $255K
|
6.39K
$254K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-12.9K- 21.84% |
$472K - $513K
|
46K
$1.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-102K- 28.67% |
$3.76M - $4.08M
|
255K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
224+ 0.41% |
$8.23K - $8.94K
|
54.6K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
50+ 0.53% |
$1.84K - $2K
|
9.44K
$374K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3+ 0.86% |
$110 - $120
|
352
$14K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-368- 4.91% |
$13.5K - $14.7K
|
7.12K
$282K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.74K- 3.67% |
$137K - $149K
|
98.1K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.65K+ 29.82% |
$318K - $345K
|
37.7K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.11K+ 0.36% |
$114K - $124K
|
876K
$34.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
10.8KNew |
$398K - $433K
|
10.8K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.52KNew |
$203K - $220K
|
5.52K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.99K+ 66.72% |
$110K - $119K
|
7.46K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
676+ 5.23% |
$24.8K - $27K
|
13.6K
$540K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 94.47% |
$671K - $729K
|
37.6K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.56K- 32.38% |
$314K - $341K
|
17.9K
$709K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 4.94% |
$174K - $189K
|
101K
$4M
|
|