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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2K- 14.18% |
$73.8K - $82.8K
|
12.1K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.84K- 3.72% |
$68K - $76.2K
|
47.7K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-1.16K- 50.26% |
$42.9K - $48.1K
|
1.15K
$45.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1K- 61.54% |
$36.9K - $41.4K
|
625
$24.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-971- 8.18% |
$35.8K - $40.2K
|
10.9K
$432K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-895- 0.25% |
$33K - $37K
|
354K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-686- 18.35% |
$25.3K - $28.4K
|
3.05K
$121K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-662- 34.81% |
$24.4K - $27.4K
|
1.24K
$49.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-589- 2.05% |
$21.7K - $24.4K
|
28.2K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-550- 5.18% |
$20.3K - $22.8K
|
10.1K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-401- 4.38% |
$14.8K - $16.6K
|
8.75K
$347K
|
|
|
Aug 13, 2025
Q2 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-378- 0.45% |
$14K - $15.6K
|
82.9K
$3.29M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-363- 57.08% |
$13.4K - $15K
|
273
$10.8K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-270- 0.23% |
$9.97K - $11.2K
|
116K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-250- 29.41% |
$9.23K - $10.3K
|
600
$23.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-224- 0.85% |
$8.27K - $9.27K
|
26.2K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-173- 39.14% |
$6.39K - $7.16K
|
269
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-165- 6.25% |
$6.09K - $6.83K
|
2.48K
$98.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-147- 2.03% |
$5.43K - $6.08K
|
7.1K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-85- 1.24% |
$3.14K - $3.52K
|
6.75K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-49- 81.67% |
$1.81K - $2.03K
|
11
$436
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 2.15% |
$1.51K - $1.7K
|
1.87K
$74K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-38- 79.17% |
$1.4K - $1.57K
|
10
$397
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-16- 51.61% |
$591 - $662
|
15
$595
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 10.94% |
$258 - $290
|
57
$2.26K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2- 1.25% |
$73.8 - $82.8
|
158
$6.27K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-55.1K- 92.47% |
$1.85M - $2.24M
|
4.49K
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-18.3K- 30.89% |
$614K - $744K
|
41K
$1.63M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.27K- 22.04% |
$76.1K - $92.1K
|
8.04K
$319K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.03K- 2.61% |
$68.1K - $82.5K
|
76K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 50.0% |
$67K - $81.1K
|
2K
$79.3K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.87K- 21.95% |
$62.7K - $75.9K
|
6.66K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.68K- 57.34% |
$56.3K - $68.2K
|
1.25K
$49.6K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.55K- 14.24% |
$51.8K - $62.7K
|
9.31K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-541- 4.08% |
$18.1K - $21.9K
|
12.7K
$505K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-455- 4.95% |
$15.2K - $18.5K
|
8.73K
$346K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-360- 4.59% |
$12.1K - $14.6K
|
7.48K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-249- 90.55% |
$8.34K - $10.1K
|
26
$1.03K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-159- 1.36% |
$5.32K - $6.45K
|
11.5K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-158- 16.06% |
$5.29K - $6.41K
|
826
$32.8K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-118- 3.63% |
$3.95K - $4.79K
|
3.13K
$124K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-106- 64.63% |
$3.55K - $4.3K
|
58
$2.3K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-56- 0.84% |
$1.88K - $2.27K
|
6.59K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.8% |
$1.67K - $2.03K
|
6.19K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.04% |
$804 - $974
|
1.15K
$45.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-13- 0.81% |
$435 - $527
|
1.6K
$63.5K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-11- 0.14% |
$368 - $446
|
7.8K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 1.22% |
$100 - $122
|
242
$9.6K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$33.5 - $40.6
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-79.1K- 16.63% |
$2.86M - $3.21M
|
397K
$15.7M
|
|