Latest Institutional Sells of Essential Utilities, Inc. (WTRG)
This list provides information on the latest institutional transactions involving Essential Utilities, Inc. (WTRG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-925- 10.63% |
$42.6K - $47.3K
|
7.77K
$276K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-660Closed |
$30.4K - $33.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-629Closed |
$29K - $32.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-597- 8.78% |
$27.5K - $30.5K
|
6.21K
$220K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-312- 32.16% |
$14.4K - $16K
|
658
$23.3K
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$13.8K - $15.3K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-300- 8.24% |
$13.8K - $15.3K
|
3.34K
$119K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-250Closed |
$11.5K - $12.8K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-135Closed |
$6.22K - $6.91K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-125Closed |
$5.76K - $6.39K
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-25Closed |
$1.15K - $1.28K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-58.8KClosed |
$2.63M - $2.88M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-34.8KClosed |
$1.56M - $1.71M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-26.9KClosed |
$1.2M - $1.32M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-19.9KClosed |
$889K - $976K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-13.4KClosed |
$600K - $659K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-13.1KClosed |
$587K - $644K
|
0
$0
|
|
Jan 28, 2022
Q2 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11.9KClosed |
$533K - $585K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-9.56KClosed |
$427K - $469K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-8.82KClosed |
$394K - $433K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.74KClosed |
$391K - $429K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-7.07KClosed |
$316K - $347K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.55KClosed |
$248K - $272K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.15KClosed |
$51.6K - $56.6K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-830Closed |
$37.1K - $40.7K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-558Closed |
$25K - $27.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-553Closed |
$24.7K - $27.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-417Closed |
$18.6K - $20.5K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-332Closed |
$14.8K - $16.3K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-296Closed |
$13.2K - $14.5K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-190Closed |
$8.5K - $9.33K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-111- 45.68% |
$4.96K - $5.45K
|
132
$4.68K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-93Closed |
$4.16K - $4.57K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-74Closed |
$3.31K - $3.63K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-66Closed |
$2.95K - $3.24K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-56Closed |
$2.5K - $2.75K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-119KClosed |
$4.95M - $5.81M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Royce & Associates LP
|
SELL
|
- |
-68.6KClosed |
$2.85M - $3.34M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-50.5KClosed |
$2.1M - $2.46M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-46.6KClosed |
$1.93M - $2.27M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-44.5KClosed |
$1.85M - $2.17M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-34.6KClosed |
$1.44M - $1.69M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-33.9KClosed |
$1.41M - $1.65M
|
0
$0
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-17.8K- 82.71% |
$738K - $866K
|
3.72K
$132K
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-12.7KClosed |
$526K - $617K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6.94KClosed |
$288K - $338K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.46KClosed |
$185K - $217K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.31KClosed |
$179K - $210K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-4.23KClosed |
$176K - $206K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.75KClosed |
$155K - $183K
|
0
$0
|