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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-500- 2.81% |
$16.9K - $19.8K
|
17.3K
$685K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-334- 5.15% |
$11.3K - $13.2K
|
6.16K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-259- 33.33% |
$8.77K - $10.3K
|
518
$20.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-208- 39.39% |
$7.05K - $8.25K
|
320
$12.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 2.45% |
$2.57K - $3.01K
|
3.02K
$120K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-51Closed |
$1.73K - $2.02K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21Closed |
$711 - $833
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12- 0.22% |
$407 - $476
|
5.54K
$220K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
SELL
|
- |
-352K- 87.06% |
$12M - $13.6M
|
52.3K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-31.1K- 14.1% |
$1.06M - $1.2M
|
189K
$7.52M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.57K- 1.94% |
$225K - $254K
|
333K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.71K- 15.91% |
$195K - $221K
|
30.2K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.56K- 23.66% |
$87.6K - $99.1K
|
8.27K
$328K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.43K- 25.19% |
$83.1K - $94K
|
7.22K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.85K- 25.0% |
$63.2K - $71.5K
|
5.55K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-774- 3.07% |
$26.5K - $29.9K
|
24.4K
$969K
|
|
|
May 10, 2024
Q1 2024
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-535- 1.07% |
$18.3K - $20.7K
|
49.3K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-376- 89.1% |
$12.9K - $14.5K
|
46
$1.82K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-75- 50.0% |
$2.56K - $2.9K
|
75
$2.98K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-176K- 97.31% |
$5.74M - $6.63M
|
4.87K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-45.1K- 45.28% |
$1.47M - $1.7M
|
54.5K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-21.2K- 20.26% |
$692K - $799K
|
83.6K
$3.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.65K- 13.16% |
$152K - $175K
|
30.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.15K- 31.76% |
$103K - $119K
|
6.77K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.3K- 7.78% |
$42.4K - $48.9K
|
15.4K
$611K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-711- 3.9% |
$23.2K - $26.8K
|
17.5K
$694K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-463- 7.37% |
$15.1K - $17.4K
|
5.82K
$231K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-58- 0.93% |
$1.89K - $2.18K
|
6.17K
$245K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-9- 5.42% |
$293 - $339
|
157
$6.23K
|
|
| Q3 2023 | |||||||
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-23.5K- 59.96% |
$801K - $1.01M
|
15.7K
$623K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-16.4K- 12.66% |
$558K - $707K
|
113K
$4.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.79K- 10.02% |
$94.9K - $120K
|
25K
$993K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.55K- 29.42% |
$86.8K - $110K
|
6.12K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.9K- 15.64% |
$64.7K - $81.9K
|
10.3K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.05K- 2.77% |
$35.8K - $45.3K
|
36.9K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1K- 8.28% |
$34K - $43.1K
|
11.1K
$439K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-702- 3.01% |
$23.9K - $30.3K
|
22.6K
$896K
|
|