Purchases and Sales Made in Q4 2023 in Consolidated Edison Inc (ED)
This table provides information about the institutional ownership of Consolidated Edison Inc (ED) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10+ 0.12% |
$816 - $940
|
8.55K
$883K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.12% |
$735 - $846
|
7.33K
$757K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
9+ 0.35% |
$735 - $846
|
2.58K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
9+ 0.26% |
$735 - $846
|
3.48K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8+ 0.14% |
$653 - $752
|
5.79K
$598K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
7+ 0.01% |
$571 - $658
|
71.3K
$7.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 3.3% |
$571 - $658
|
219
$22.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.14% |
$571 - $658
|
5.01K
$517K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 8.33% |
$571 - $658
|
91
$9.39K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.86% |
$490 - $564
|
702
$72.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.2% |
$490 - $564
|
3.06K
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 0.99% |
$490 - $564
|
615
$63.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5+ 0.15% |
$408 - $470
|
3.31K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 8.93% |
$408 - $470
|
61
$6.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5+ 0.22% |
$408 - $470
|
2.26K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.14% |
$326 - $376
|
2.8K
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.17% |
$326 - $376
|
2.4K
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 1.95% |
$326 - $376
|
209
$21.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.88% |
$326 - $376
|
460
$47.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.16% |
$326 - $376
|
2.55K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4+ 0.09% |
$326 - $376
|
4.42K
$456K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4+ 0.09% |
$326 - $376
|
4.42K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.05% |
$326 - $376
|
7.43K
$767K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.84% |
$326 - $376
|
481
$49.7K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3+ 17.65% |
$245 - $282
|
20
$2.06K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.47% |
$245 - $282
|
648
$66.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.12% |
$245 - $282
|
2.45K
$253K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$245 - $282
|
3
$310
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2+ 0.02% |
$163 - $188
|
10.3K
$1.06M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.56% |
$163 - $188
|
361
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.27% |
$163 - $188
|
741
$76.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$163 - $188
|
2
$206
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 1.57% |
$163 - $188
|
129
$13.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$81.6 - $94
|
534
$55.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.11% |
$81.6 - $94
|
875
$90.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.99% |
$81.6 - $94
|
102
$10.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.03% |
$81.6 - $94
|
3.83K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$81.6 - $94
|
356
$36.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$81.6 - $94
|
356
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.03% |
$81.6 - $94
|
3.91K
$404K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.05% |
$163 - $188
|
4.01K
$414K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.03% |
$245 - $282
|
9.78K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-4- 44.44% |
$326 - $376
|
5
$516
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.09% |
$326 - $376
|
4.32K
$446K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 15.38% |
$326 - $376
|
22
$2.27K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4- 0.07% |
$326 - $376
|
5.49K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4- 0.52% |
$326 - $376
|
768
$79.3K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4- 0.1% |
$326 - $376
|
4.08K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.12% |
$408 - $470
|
4.2K
$433K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-5- 1.87% |
$408 - $470
|
262
$27K
|