Latest Institutional Transactions on Ener Sys (ENS)
This table provides information on the latest institutional transactions involving Ener Sys (ENS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
41.5KNew |
$3.31M - $4.5M
|
41.5K
$3.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.91KNew |
$152K - $207K
|
1.91K
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-75- 4.35% |
$5.98K - $8.14K
|
1.65K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-28- 15.82% |
$2.23K - $3.04K
|
149
$13.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
2KNew |
$159K - $217K
|
2K
$185K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-22- 0.55% |
$1.75K - $2.39K
|
4.01K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
20New |
$1.59K - $2.17K
|
20
$1.85K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.77KNew |
$301K - $409K
|
3.77K
$349K
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.46KNew |
$355K - $484K
|
4.46K
$412K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$79.7 - $109
|
1
$92.5
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$7.97K - $10.9K
|
100
$9.25K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-224- 7.52% |
$17.9K - $24.3K
|
2.75K
$255K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.3KNew |
$183K - $250K
|
2.3K
$213K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$436 - $556
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-26Closed |
$1.89K - $2.41K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
91+ 1011.11% |
$6.62K - $8.44K
|
100
$9.25K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-17- 1.29% |
$1.24K - $1.58K
|
1.31K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
3.99KNew |
$290K - $369K
|
3.99K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
10KNew |
$727K - $927K
|
10K
$925K
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.41K- 1.98% |
$102K - $130K
|
69.5K
$6.43M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.5KNew |
$182K - $232K
|
2.5K
$231K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-180- 41.86% |
$13.1K - $16.7K
|
250
$23.1K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$196K - $250K
|
2.7K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
894KNew |
$65M - $82.8M
|
894K
$82.6M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-735- 93.99% |
$53.4K - $68.1K
|
47
$4.35K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$145 - $185
|
2
$185
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 3.13% |
$72.7 - $92.7
|
33
$3.05K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67New |
$4.87K - $6.21K
|
67
$6.19K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.56KNew |
$186K - $237K
|
2.56K
$237K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
96.9KNew |
$7.04M - $8.98M
|
96.9K
$8.96M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74Closed |
$4.35K - $5.85K
|
0
$0
|
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
15KNew |
$882K - $1.19M
|
15K
$1.39M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-47- 17.09% |
$2.76K - $3.71K
|
228
$21.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
149New |
$8.76K - $11.8K
|
149
$13.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 10.87% |
$29.4K - $39.5K
|
4.1K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.67KNew |
$392K - $527K
|
6.67K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-8.62K- 88.29% |
$507K - $681K
|
1.14K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.79KNew |
$282K - $379K
|
4.79K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.17K+ 118.23% |
$245K - $330K
|
7.7K
$712K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
149New |
$8.76K - $11.8K
|
149
$13.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
172New |
$10.1K - $13.6K
|
172
$15.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$58.8 - $79
|
9
$832
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.75KNew |
$162K - $217K
|
2.75K
$254K
|
|
|
Jan 23, 2023
Q4 2022
|
Ceredex Value Advisors LLC
|
BUY
|
- |
108K+ 85.03% |
$6.37M - $8.56M
|
236K
$21.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.68K- 11.55% |
$216K - $291K
|
28.2K
$2.61M
|
|
| Q3 2022 | |||||||
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
15.8K+ 17.05% |
$907K - $1.14M
|
109K
$10.1M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-475Closed |
$27.2K - $34.2K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
11.8KNew |
$675K - $849K
|
11.8K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 60.0% |
$1.2K - $1.51K
|
56
$5.18K
|
|