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 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
43+ 1.89% |
$3.85K - $4.32K
|
2.32K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
42+ 18.83% |
$3.76K - $4.22K
|
265
$26.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
41+ 1.11% |
$3.67K - $4.12K
|
3.75K
$369K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
40+ 0.12% |
$3.58K - $4.02K
|
32.1K
$3.16M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
40+ 0.97% |
$3.58K - $4.02K
|
4.15K
$408K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.45% |
$3.31K - $3.71K
|
8.22K
$808K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 1.21% |
$3.22K - $3.61K
|
3.02K
$297K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
35+ 0.94% |
$3.13K - $3.51K
|
3.78K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.54% |
$3.05K - $3.41K
|
6.34K
$624K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33+ 0.58% |
$2.96K - $3.31K
|
5.77K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
33+ 1.27% |
$2.96K - $3.31K
|
2.64K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
33+ 0.36% |
$2.96K - $3.31K
|
9.29K
$914K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 22.3% |
$2.78K - $3.11K
|
170
$16.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
27+ 0.47% |
$2.42K - $2.71K
|
5.72K
$563K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
26+ 0.46% |
$2.33K - $2.61K
|
5.67K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 3.08% |
$2.33K - $2.61K
|
869
$85.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25+ 0.5% |
$2.24K - $2.51K
|
5.02K
$494K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25+ 0.67% |
$2.24K - $2.51K
|
3.73K
$367K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
24New |
$2.15K - $2.41K
|
24
$2.36K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 0.92% |
$2.06K - $2.31K
|
2.52K
$248K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
23+ 0.54% |
$2.06K - $2.31K
|
4.29K
$422K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
22+ 0.98% |
$1.97K - $2.21K
|
2.27K
$223K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
22+ 0.74% |
$1.97K - $2.21K
|
2.99K
$294K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 2.54% |
$1.88K - $2.11K
|
848
$83.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 0.11% |
$1.88K - $2.11K
|
19.2K
$1.88M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 2.54% |
$1.88K - $2.11K
|
848
$83.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
20+ 0.86% |
$1.79K - $2.01K
|
2.36K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19+ 0.32% |
$1.7K - $1.91K
|
5.89K
$579K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
19+ 0.1% |
$1.7K - $1.91K
|
19.4K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
17New |
$1.52K - $1.71K
|
17
$1.67K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 23.53% |
$1.43K - $1.61K
|
84
$8.26K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 0.09% |
$1.34K - $1.51K
|
16.4K
$1.61M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.31% |
$1.34K - $1.51K
|
4.91K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.19% |
$1.34K - $1.51K
|
7.87K
$774K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
14+ 2.64% |
$1.25K - $1.41K
|
544
$53.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
14+ 2.87% |
$1.25K - $1.41K
|
502
$49.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13+ 0.34% |
$1.16K - $1.31K
|
3.86K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13+ 1.12% |
$1.16K - $1.31K
|
1.18K
$116K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.9% |
$1.07K - $1.2K
|
1.35K
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.13% |
$985 - $1.1K
|
8.78K
$864K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
11+ 0.13% |
$985 - $1.1K
|
8.69K
$855K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.18% |
$896 - $1K
|
5.54K
$544K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10+ 0.11% |
$896 - $1K
|
9.45K
$929K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
10+ 0.39% |
$896 - $1K
|
2.57K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10New |
$896 - $1K
|
10
$984
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10+ 0.29% |
$896 - $1K
|
3.4K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 1.0% |
$896 - $1K
|
1.01K
$99.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10+ 0.12% |
$896 - $1K
|
8.54K
$840K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
10+ 0.41% |
$896 - $1K
|
2.46K
$242K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.36% |
$806 - $904
|
2.5K
$246K
|