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 |
---|---|---|---|---|---|---|---|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-299Closed |
$12.4K - $14.6K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-253Closed |
$10.5K - $12.3K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-248Closed |
$10.3K - $12.1K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-223Closed |
$9.25K - $10.9K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-162Closed |
$6.72K - $7.89K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
SELL
|
- |
-150Closed |
$6.23K - $7.31K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-114Closed |
$4.73K - $5.55K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-99Closed |
$4.11K - $4.82K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-94Closed |
$3.9K - $4.58K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7Closed |
$291 - $341
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Clear Bridge Investments LTD
Sydney, C3 |
SELL
|
- |
-1.1MClosed |
$44.8M - $53.3M
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Artemis Investment Management LLP
|
SELL
|
- |
-237KClosed |
$9.68M - $11.5M
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-27.1K- 41.66% |
$1.11M - $1.31M
|
37.9K
$1.27M
|
|
Jan 20, 2021
Q4 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-6.46KClosed |
$264K - $314K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-3.36KClosed |
$137K - $163K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.78KClosed |
$114K - $135K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.62KClosed |
$107K - $127K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.5K- 23.08% |
$61.2K - $72.8K
|
5K
$168K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.49KClosed |
$60.9K - $72.4K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.33KClosed |
$54.2K - $64.4K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.24KClosed |
$50.4K - $60K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Norway Savings Bank
|
SELL
|
- |
-600Closed |
$24.5K - $29.1K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-324Closed |
$13.2K - $15.7K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-200Closed |
$8.17K - $9.71K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-196Closed |
$8K - $9.52K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-44Closed |
$1.8K - $2.14K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-82.5KClosed |
$3.18M - $3.95M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-65.1KClosed |
$2.51M - $3.11M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-23.1KClosed |
$889K - $1.1M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-23KClosed |
$885K - $1.1M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-14.2KClosed |
$548K - $680K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-9.4KClosed |
$362K - $449K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.37KClosed |
$284K - $352K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-5.44KClosed |
$210K - $260K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.27KClosed |
$126K - $156K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.39KClosed |
$53.5K - $66.4K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
SELL
|
- |
-1.2KClosed |
$46.2K - $57.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$41.1K - $51K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-698Closed |
$26.9K - $33.4K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-437Closed |
$16.8K - $20.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-425Closed |
$16.4K - $20.3K
|
0
$0
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400Closed |
$15.4K - $19.1K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-364Closed |
$14K - $17.4K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-300Closed |
$11.6K - $14.3K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-250Closed |
$9.63K - $12K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-200Closed |
$7.71K - $9.56K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58Closed |
$2.23K - $2.77K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
SELL
|
- |
-9- 6.77% |
$347 - $430
|
124
$4.17K
|
|
Q2 2020 | |||||||
Jul 28, 2020
Q2 2020
|
Fenimore Asset Management Inc
|
SELL
|
- |
-602KClosed |
$23.2M - $28M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-430KClosed |
$16.5M - $20M
|
0
$0
|