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 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-334- 5.15% |
$11.3K - $13.2K
|
6.16K
$218K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-314- 5.58% |
$10.6K - $12.5K
|
5.32K
$189K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-275- 25.0% |
$9.32K - $10.9K
|
825
$29.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-259- 33.33% |
$8.77K - $10.3K
|
518
$18.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-208- 39.39% |
$7.05K - $8.25K
|
320
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 0.13% |
$3.39K - $3.97K
|
76.4K
$2.71M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-89- 0.13% |
$3.02K - $3.53K
|
71K
$2.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 2.45% |
$2.57K - $3.01K
|
3.02K
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-65- 1.2% |
$2.2K - $2.58K
|
5.34K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-55- 2.29% |
$1.86K - $2.18K
|
2.35K
$83.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21Closed |
$711 - $833
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-20- 62.5% |
$678 - $793
|
12
$426
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-16- 1.53% |
$542 - $635
|
1.03K
$36.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 22.81% |
$440 - $516
|
44
$1.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12- 0.22% |
$407 - $476
|
5.54K
$197K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 8.33% |
$169 - $198
|
55
$1.95K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 3.85% |
$136 - $159
|
100
$3.55K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 1.27% |
$67.8 - $79.3
|
155
$5.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.01% |
$67.8 - $79.3
|
14.4K
$511K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-366K- 78.79% |
$12.5M - $14.1M
|
98.4K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
SELL
|
- |
-352K- 87.06% |
$12M - $13.6M
|
52.3K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-31.1K- 14.1% |
$1.06M - $1.2M
|
189K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.57K- 1.94% |
$225K - $254K
|
333K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.71K- 15.91% |
$195K - $221K
|
30.2K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.94K- 42.8% |
$169K - $191K
|
6.6K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.56K- 23.66% |
$87.6K - $99.1K
|
8.27K
$293K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.43K- 25.19% |
$83.1K - $94K
|
7.22K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.85K- 25.0% |
$63.2K - $71.5K
|
5.55K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.4K- 5.1% |
$47.9K - $54.1K
|
26K
$924K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-774- 3.07% |
$26.5K - $29.9K
|
24.4K
$867K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-535- 1.07% |
$18.3K - $20.7K
|
49.3K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-409- 4.96% |
$14K - $15.8K
|
7.84K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-376- 89.1% |
$12.9K - $14.5K
|
46
$1.63K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-75- 50.0% |
$2.56K - $2.9K
|
75
$2.66K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 6.6% |
$1.37K - $1.55K
|
566
$20.1K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-14Closed |
$479 - $541
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-846K- 36.18% |
$27.6M - $31.9M
|
1.49M
$53M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-566K- 98.76% |
$18.4M - $21.3M
|
7.1K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-176K- 97.31% |
$5.74M - $6.63M
|
4.87K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-45.1K- 45.28% |
$1.47M - $1.7M
|
54.5K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-25.1K- 85.05% |
$817K - $944K
|
4.41K
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21.2K- 20.26% |
$692K - $799K
|
83.6K
$2.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-18.8K- 83.34% |
$612K - $707K
|
3.76K
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.65K- 13.16% |
$152K - $175K
|
30.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 31.76% |
$103K - $119K
|
6.77K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.83K- 29.4% |
$92.2K - $106K
|
6.79K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.3K- 7.78% |
$42.4K - $48.9K
|
15.4K
$546K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 3.9% |
$23.2K - $26.8K
|
17.5K
$621K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-554- 77.16% |
$18.1K - $20.9K
|
164
$5.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 8.43% |
$16.3K - $18.8K
|
5.43K
$193K
|
|