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 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
716+ 3.49% |
$26.3K - $28.6K
|
21.3K
$843K
|
|
|
Nov 03, 2025
Q3 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-79.3K- 38.54% |
$2.91M - $3.16M
|
126K
$5.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.11K+ 1.53% |
$114K - $124K
|
207K
$8.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
765+ 13.81% |
$28.1K - $30.5K
|
6.31K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-990- 0.17% |
$36.4K - $39.5K
|
569K
$22.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-565- 27.6% |
$20.8K - $22.5K
|
1.48K
$58.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-108- 0.98% |
$3.97K - $4.31K
|
10.9K
$431K
|
|
|
Nov 03, 2025
Q3 2025
|
Addison Capital CO
|
BUY
|
- |
256+ 0.79% |
$9.4K - $10.2K
|
32.5K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-214- 1.77% |
$7.86K - $8.54K
|
11.9K
$470K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-6.5K- 97.19% |
$239K - $259K
|
188
$7.46K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34+ 0.19% |
$1.25K - $1.36K
|
17.9K
$708K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
26New |
$955 - $1.04K
|
26
$1.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-6.8K- 10.29% |
$250K - $271K
|
59.2K
$2.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
67New |
$2.46K - $2.67K
|
67
$2.66K
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.12M- 54.16% |
$41.2M - $44.7M
|
949K
$37.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
6.1K+ 7.97% |
$224K - $243K
|
82.6K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.28KNew |
$47.2K - $51.2K
|
1.28K
$50.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.32K+ 1.99% |
$85.1K - $92.4K
|
119K
$4.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
4.99K+ 6.33% |
$183K - $199K
|
83.8K
$3.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.36K- 51.5% |
$233K - $254K
|
5.99K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.37KNew |
$197K - $214K
|
5.37K
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-608- 1.1% |
$22.3K - $24.3K
|
54.5K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
287+ 2.25% |
$10.5K - $11.5K
|
13K
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42- 0.29% |
$1.54K - $1.68K
|
14.4K
$570K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
27.3KNew |
$1M - $1.09M
|
27.3K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.66K- 9.16% |
$97.7K - $106K
|
26.4K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.27K+ 0.99% |
$46.6K - $50.6K
|
130K
$5.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.38K- 0.49% |
$161K - $175K
|
896K
$35.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-571- 1.33% |
$21K - $22.8K
|
42.3K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
291+ 1.71% |
$10.7K - $11.6K
|
17.3K
$685K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
107K+ 48.35% |
$3.94M - $4.28M
|
329K
$13.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
4.35K+ 60.45% |
$160K - $174K
|
11.5K
$458K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-117- 34.51% |
$4.3K - $4.67K
|
222
$8.81K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-36- 10.29% |
$1.32K - $1.44K
|
314
$12.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
118+ 1.79% |
$4.33K - $4.71K
|
6.71K
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.27% |
$73.5 - $79.8
|
743
$29.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.23KNew |
$192K - $209K
|
5.23K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.02K- 7.61% |
$111K - $121K
|
36.7K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
302New |
$11.1K - $12K
|
302
$12K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.23K- 8.59% |
$45.3K - $49.2K
|
13.1K
$520K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9.75K+ 8.23% |
$358K - $389K
|
128K
$5.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5.8KNew |
$213K - $232K
|
5.8K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.3K- 15.73% |
$47.9K - $52K
|
6.98K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.4K+ 59.69% |
$382K - $415K
|
27.8K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
9.47KNew |
$348K - $378K
|
9.47K
$375K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
468New |
$17.2K - $18.7K
|
468
$18.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.89KNew |
$106K - $115K
|
2.89K
$115K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.88K- 1.74% |
$69K - $75K
|
106K
$4.21M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 20.0% |
$73.5 - $79.8
|
12
$476
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-406- 0.51% |
$14.9K - $16.2K
|
79.6K
$3.16M
|
|