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 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-128- 1.18% |
$4.7K - $5.11K
|
10.7K
$424K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
338+ 43.56% |
$12.4K - $13.5K
|
1.11K
$44.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
9.34KNew |
$343K - $373K
|
9.34K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.59K- 12.36% |
$58.5K - $63.6K
|
11.3K
$448K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-84- 1.46% |
$3.09K - $3.35K
|
5.68K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
199K+ 74.78% |
$7.31M - $7.94M
|
465K
$18.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.32KNew |
$195K - $212K
|
5.32K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.97KNew |
$72.4K - $78.7K
|
1.97K
$78.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2.91K+ 2.66% |
$107K - $116K
|
112K
$4.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.84% |
$110 - $120
|
361
$14.3K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
4.8K+ 6.92% |
$176K - $192K
|
74.2K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
57.7K+ 75.63% |
$2.12M - $2.3M
|
134K
$5.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.35KNew |
$197K - $213K
|
5.35K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-491- 4.01% |
$18K - $19.6K
|
11.8K
$467K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.17K+ 259.56% |
$42.9K - $46.6K
|
1.62K
$64.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
41+ 0.17% |
$1.51K - $1.64K
|
23.8K
$943K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
6.26KNew |
$230K - $250K
|
6.26K
$248K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
136K+ 16.36% |
$4.99M - $5.42M
|
967K
$38.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-12.7K- 3.93% |
$465K - $505K
|
309K
$12.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 2.38% |
$7.6K - $8.26K
|
8.92K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-572- 29.38% |
$21K - $22.8K
|
1.38K
$54.5K
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
363+ 1.36% |
$13.3K - $14.5K
|
27K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-2.93K- 19.36% |
$108K - $117K
|
12.2K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 20.0% |
$3.67K - $3.99K
|
400
$15.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-38.5K- 27.57% |
$1.41M - $1.53M
|
101K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-813- 6.9% |
$29.9K - $32.4K
|
11K
$435K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.84K+ 14.39% |
$141K - $153K
|
30.5K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
12K+ 100.09% |
$440K - $478K
|
23.9K
$949K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.12K- 13.55% |
$41K - $44.6K
|
7.13K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
569+ 18.0% |
$20.9K - $22.7K
|
3.73K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-343- 2.6% |
$12.6K - $13.7K
|
12.8K
$509K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
23.8K+ 181.74% |
$876K - $951K
|
37K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.3K- 1.63% |
$380K - $413K
|
625K
$24.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
61.9K+ 16.46% |
$2.27M - $2.47M
|
438K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.17K+ 6.58% |
$190K - $206K
|
83.7K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
675+ 1163.79% |
$24.8K - $26.9K
|
733
$29.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
20New |
$735 - $798
|
20
$793
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-116K- 7.02% |
$4.25M - $4.61M
|
1.53M
$60.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$36.7 - $39.9
|
1
$39.7
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
500New |
$18.4K - $20K
|
500
$19.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 6.67% |
$110 - $120
|
48
$1.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
227+ 100.0% |
$8.34K - $9.06K
|
454
$18K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.3K- 8.73% |
$47.6K - $51.8K
|
13.6K
$538K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.03K+ 201.44% |
$222K - $241K
|
9.03K
$358K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-154- 0.38% |
$5.66K - $6.14K
|
40.9K
$1.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 18.08% |
$713K - $775K
|
88K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 6.72% |
$882 - $958
|
333
$13.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.41K- 17.91% |
$51.7K - $56.1K
|
6.45K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
347+ 0.9% |
$12.7K - $13.8K
|
38.9K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.05K- 15.16% |
$149K - $162K
|
22.7K
$900K
|
|