Purchases and Sales Made in Q2 2023 in Consolidated Edison Inc (ED)
This table provides information about the institutional ownership of Consolidated Edison Inc (ED) during Q2 2023. The information is specifically focused on institutions that hold shares of CONSOLIDATED EDISON INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
472+ 2.76% |
$42.3K - $47.4K
|
17.6K
$1.73M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
468+ 4.73% |
$41.9K - $47K
|
10.4K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
460+ 0.72% |
$41.2K - $46.2K
|
64.5K
$6.35M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
444+ 20.25% |
$39.8K - $44.6K
|
2.64K
$259K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
441+ 14.56% |
$39.5K - $44.3K
|
3.47K
$341K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
432New |
$38.7K - $43.4K
|
432
$42.5K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
429+ 5.22% |
$38.4K - $43.1K
|
8.65K
$851K
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
425+ 6.83% |
$38.1K - $42.7K
|
6.65K
$654K
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
400New |
$35.8K - $40.2K
|
400
$39.3K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
400New |
$35.8K - $40.2K
|
400
$39.3K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
397+ 56.71% |
$35.6K - $39.9K
|
1.1K
$108K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
385+ 2.11% |
$34.5K - $38.7K
|
18.7K
$1.84M
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
381+ 3.34% |
$34.1K - $38.3K
|
11.8K
$1.16M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
377+ 5.07% |
$33.8K - $37.9K
|
7.82K
$769K
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
365+ 0.43% |
$32.7K - $36.6K
|
84.6K
$8.32M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
348+ 5.92% |
$31.2K - $34.9K
|
6.22K
$612K
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
346+ 15.03% |
$31K - $34.7K
|
2.65K
$260K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
341+ 0.72% |
$30.5K - $34.2K
|
47.9K
$4.71M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
333New |
$29.8K - $33.4K
|
333
$32.8K
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
326+ 0.82% |
$29.2K - $32.7K
|
40K
$3.93M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
320+ 7.93% |
$28.7K - $32.1K
|
4.35K
$428K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
312+ 6.14% |
$27.9K - $31.3K
|
5.39K
$530K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
308+ 4.73% |
$27.6K - $30.9K
|
6.82K
$671K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
301+ 4.99% |
$27K - $30.2K
|
6.33K
$623K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300New |
$26.9K - $30.1K
|
300
$29.5K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
298+ 52.46% |
$26.7K - $29.9K
|
866
$85.2K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
285+ 45.75% |
$25.5K - $28.6K
|
908
$89.3K
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
281+ 12.49% |
$25.2K - $28.2K
|
2.53K
$249K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
280+ 14.42% |
$25.1K - $28.1K
|
2.22K
$219K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
278+ 7.49% |
$24.9K - $27.9K
|
3.99K
$392K
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
268+ 7.74% |
$24K - $26.9K
|
3.73K
$367K
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
255+ 11.17% |
$22.8K - $25.6K
|
2.54K
$250K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
254+ 6.54% |
$22.8K - $25.5K
|
4.14K
$407K
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$22.4K - $25.1K
|
250
$24.6K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
249New |
$22.3K - $25K
|
249
$24.5K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
244+ 4.28% |
$21.9K - $24.5K
|
5.94K
$585K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240+ 12.68% |
$21.5K - $24.1K
|
2.13K
$210K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
240+ 2.73% |
$21.5K - $24.1K
|
9.04K
$889K
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
236+ 1.17% |
$21.1K - $23.7K
|
20.4K
$2.01M
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
236+ 5.72% |
$21.1K - $23.7K
|
4.36K
$429K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
234New |
$21K - $23.5K
|
234
$23K
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
233+ 1.27% |
$20.9K - $23.4K
|
18.6K
$1.83M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
225+ 27.64% |
$20.2K - $22.6K
|
1.04K
$102K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
224+ 1.75% |
$20.1K - $22.5K
|
13K
$1.28M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
219+ 6.93% |
$19.6K - $22K
|
3.38K
$333K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
217+ 3.14% |
$19.4K - $21.8K
|
7.14K
$702K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
207+ 4.81% |
$18.5K - $20.8K
|
4.51K
$444K
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
204+ 3.25% |
$18.3K - $20.5K
|
6.47K
$637K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
200+ 8.93% |
$17.9K - $20.1K
|
2.44K
$240K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
200+ 6.33% |
$17.9K - $20.1K
|
3.36K
$330K
|