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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-58.2K- 8.9% |
$2.1M - $2.36M
|
595K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-23.3K- 77.42% |
$841K - $943K
|
6.78K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 21.29% |
$648K - $726K
|
66.2K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-16K- 50.07% |
$580K - $650K
|
16K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-4.26K- 2.64% |
$154K - $173K
|
157K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.88K- 5.13% |
$140K - $157K
|
71.8K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 40.73% |
$37.3K - $41.8K
|
1.5K
$59.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1K- 80.0% |
$36.2K - $40.6K
|
250
$9.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-879- 8.01% |
$31.8K - $35.6K
|
10.1K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-626- 6.02% |
$22.6K - $25.4K
|
9.77K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-465- 4.44% |
$16.8K - $18.9K
|
10K
$397K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-375- 50.0% |
$13.6K - $15.2K
|
375
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-265- 2.91% |
$9.59K - $10.7K
|
8.85K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-239- 90.19% |
$8.65K - $9.69K
|
26
$1.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 7.88% |
$7.24K - $8.11K
|
2.34K
$92.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-184- 28.22% |
$6.66K - $7.46K
|
468
$18.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-152- 21.23% |
$5.5K - $6.16K
|
564
$22.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 12.4% |
$2.17K - $2.43K
|
424
$16.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-42- 5.17% |
$1.52K - $1.7K
|
771
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 0.6% |
$1.27K - $1.42K
|
5.77K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 3.79% |
$579 - $649
|
406
$16.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13- 1.41% |
$470 - $527
|
909
$36.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 2.22% |
$326 - $365
|
397
$15.7K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.2K- 22.17% |
$1.15M - $1.29M
|
110K
$4.35M
|
|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-4.8K- 0.17% |
$176K - $199K
|
2.75M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-4.65K- 42.97% |
$171K - $193K
|
6.17K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.36K- 17.01% |
$124K - $140K
|
16.4K
$651K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3K- 26.99% |
$110K - $124K
|
8.11K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-2.7K- 4.41% |
$99.1K - $112K
|
58.5K
$2.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 51.86% |
$84.1K - $95K
|
2.13K
$84.3K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-1.51K- 20.99% |
$55.5K - $62.7K
|
5.69K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 19.28% |
$45.6K - $51.5K
|
5.2K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-624- 15.47% |
$22.9K - $25.9K
|
3.41K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-615- 9.89% |
$22.6K - $25.5K
|
5.61K
$222K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-400- 41.67% |
$14.7K - $16.6K
|
560
$22.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-332- 39.9% |
$12.2K - $13.8K
|
500
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-211- 3.3% |
$7.75K - $8.75K
|
6.19K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-114- 0.25% |
$4.19K - $4.73K
|
44.9K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-91- 3.86% |
$3.34K - $3.78K
|
2.27K
$90K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-11- 2.64% |
$404 - $456
|
406
$16.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-202K- 0.65% |
$6.86M - $8.03M
|
30.8M
$1.22B
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-25.5K- 52.34% |
$864K - $1.01M
|
23.2K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-20.2K- 46.72% |
$683K - $800K
|
23K
$912K
|
|
|
Jul 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-6.15K- 46.99% |
$208K - $244K
|
6.94K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 20.75% |
$60.9K - $71.3K
|
6.87K
$272K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.3K- 11.08% |
$44.2K - $51.7K
|
10.5K
$415K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1K- 62.5% |
$33.9K - $39.7K
|
600
$23.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-778- 77.18% |
$26.4K - $30.9K
|
230
$9.12K
|
|