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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-735- 93.99% |
$53.4K - $68.1K
|
47
$4.16K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$145 - $185
|
2
$177
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 3.13% |
$72.7 - $92.7
|
33
$2.92K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67New |
$4.87K - $6.21K
|
67
$5.93K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.56KNew |
$186K - $237K
|
2.56K
$226K
|
|
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
$1.33M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-47- 17.09% |
$2.76K - $3.71K
|
228
$20.2K
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 10.87% |
$29.4K - $39.5K
|
4.1K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.67KNew |
$392K - $527K
|
6.67K
$590K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
149New |
$8.76K - $11.8K
|
149
$13.2K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-8.62K- 88.29% |
$507K - $681K
|
1.14K
$101K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.17K+ 118.23% |
$245K - $330K
|
7.7K
$681K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.79KNew |
$282K - $379K
|
4.79K
$424K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
149New |
$8.76K - $11.8K
|
149
$13.2K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
172New |
$10.1K - $13.6K
|
172
$15.2K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$58.8 - $79
|
9
$796
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.75KNew |
$162K - $217K
|
2.75K
$243K
|
|
Jan 23, 2023
Q4 2022
|
Ceredex Value Advisors LLC
|
BUY
|
- |
108K+ 85.03% |
$6.37M - $8.56M
|
236K
$20.9M
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.68K- 11.55% |
$216K - $291K
|
28.2K
$2.49M
|
|
Q3 2022 | |||||||
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-475Closed |
$27.2K - $34.2K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.17K+ 9.44% |
$124K - $156K
|
25.1K
$2.22M
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
11.8KNew |
$675K - $849K
|
11.8K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 60.0% |
$1.2K - $1.51K
|
56
$4.95K
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-54- 7.84% |
$3.09K - $3.89K
|
635
$56.2K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
321New |
$18.4K - $23.1K
|
321
$28.4K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
18.2KNew |
$1.04M - $1.31M
|
18.2K
$1.61M
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 0.9% |
$57.3 - $72
|
112
$9.91K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.76% |
$172 - $216
|
173
$15.3K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
629New |
$36K - $45.3K
|
629
$55.6K
|
|
Q2 2022 | |||||||
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-350Closed |
$20.2K - $27K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-17Closed |
$981 - $1.31K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-196Closed |
$11.3K - $15.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.5KClosed |
$202K - $270K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
12.5KNew |
$721K - $963K
|
12.5K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4.63KNew |
$267K - $357K
|
4.63K
$409K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.01KClosed |
$231K - $309K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-93.8K- 82.42% |
$5.41M - $7.23M
|
20K
$1.77M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.48M - $1.98M
|
25.6K
$2.27M
|
|
Aug 11, 2022
Q2 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-17K- 41.36% |
$981K - $1.31M
|
24.1K
$2.13M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.76K- 22.14% |
$563K - $752K
|
34.3K
$3.04M
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-231KClosed |
$13.3M - $17.8M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-817Closed |
$47.1K - $63K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13+ 0.24% |
$750 - $1K
|
5.41K
$478K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-130Closed |
$7.5K - $10K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-25- 50.0% |
$1.44K - $1.93K
|
25
$2.21K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
74New |
$4.27K - $5.7K
|
74
$6.55K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-7- 15.91% |
$404 - $539
|
37
$3.27K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-92Closed |
$5.31K - $7.09K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-14- 0.77% |
$808 - $1.08K
|
1.81K
$160K
|