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 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-5.83KClosed |
$241K - $305K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2K- 11.45% |
$82.8K - $105K
|
15.5K
$613K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-775- 59.98% |
$32.1K - $40.6K
|
517
$20.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-677- 16.07% |
$28K - $35.5K
|
3.54K
$140K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 30.0% |
$24.8K - $31.4K
|
1.4K
$55.5K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$26.4K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-419- 38.62% |
$17.3K - $21.9K
|
666
$26.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-400- 5.88% |
$16.6K - $20.9K
|
6.4K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-300- 4.99% |
$12.4K - $15.7K
|
5.71K
$227K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-218- 3.01% |
$9.02K - $11.4K
|
7.03K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-211- 4.14% |
$8.73K - $11.1K
|
4.89K
$194K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-56- 84.85% |
$2.32K - $2.93K
|
10
$397
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-46- 9.98% |
$1.9K - $2.41K
|
415
$16.5K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.02M- 47.86% |
$42.3M - $53.7M
|
1.11M
$44.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-294KClosed |
$12.2M - $15.4M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-159KClosed |
$6.6M - $8.38M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-141KClosed |
$5.85M - $7.43M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-40.3KClosed |
$1.67M - $2.12M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-23.3KClosed |
$965K - $1.23M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-12.3KClosed |
$509K - $646K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
$335K - $426K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.14KClosed |
$296K - $376K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-7.05KClosed |
$292K - $371K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.82KClosed |
$282K - $359K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.58KClosed |
$273K - $346K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-5.34KClosed |
$221K - $281K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.15KClosed |
$213K - $271K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$186K - $237K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.48KClosed |
$185K - $235K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-4.2KClosed |
$174K - $221K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-4.19KClosed |
$174K - $220K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Independent Investors Inc
|
SELL
|
- |
-4.17KClosed |
$173K - $219K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.12KClosed |
$171K - $217K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.1KClosed |
$170K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.52K- 20.56% |
$146K - $185K
|
13.6K
$539K
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-2.25K- 32.12% |
$93K - $118K
|
4.75K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.56K- 50.0% |
$64.6K - $82K
|
1.56K
$61.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1KClosed |
$41.4K - $52.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-800- 3.93% |
$33.1K - $42.1K
|
19.6K
$776K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$33.1K - $42.1K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-761Closed |
$31.5K - $40K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-750Closed |
$31.1K - $39.4K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-629- 1.63% |
$26.1K - $33.1K
|
38.1K
$1.51M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-590Closed |
$24.4K - $31K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-500- 9.09% |
$20.7K - $26.3K
|
5K
$198K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-493- 32.35% |
$20.4K - $25.9K
|
1.03K
$40.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-416Closed |
$17.2K - $21.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-402Closed |
$16.7K - $21.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-375- 71.43% |
$15.5K - $19.7K
|
150
$5.95K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-300- 6.15% |
$12.4K - $15.8K
|
4.58K
$182K
|
|