Latest Institutional Transactions on Eversource Energy (ES)
This table provides information on the latest institutional transactions involving Eversource Energy (ES) 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 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7New |
$397 - $433
|
7
$389
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.53K+ 270.65% |
$200K - $219K
|
4.84K
$269K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.52KNew |
$86K - $93.9K
|
1.52K
$84.3K
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
SELL
|
- |
-2.24K- 33.84% |
$127K - $139K
|
4.37K
$243K
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-707- 5.98% |
$40.1K - $43.8K
|
11.1K
$618K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.17KNew |
$123K - $134K
|
2.17K
$121K
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-34.6K- 18.49% |
$1.96M - $2.15M
|
153K
$8.49M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
185+ 27.41% |
$10.5K - $11.5K
|
860
$47.8K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-17- 47.22% |
$964 - $1.05K
|
19
$1.06K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2K- 30.43% |
$113K - $124K
|
4.57K
$254K
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-95- 2.15% |
$5.39K - $5.88K
|
4.32K
$241K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.22KNew |
$182K - $199K
|
3.22K
$179K
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.27KNew |
$299K - $326K
|
5.27K
$293K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-39- 3.79% |
$2.21K - $2.41K
|
990
$55.1K
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
344+ 3.11% |
$19.5K - $21.3K
|
11.4K
$634K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 130.59% |
$6.29K - $6.87K
|
196
$10.9K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-16- 0.32% |
$907 - $991
|
4.92K
$273K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-700- 11.11% |
$39.7K - $43.3K
|
5.6K
$312K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 7.68% |
$9.07K - $9.91K
|
2.24K
$125K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-185- 15.87% |
$10.5K - $11.5K
|
981
$54.6K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.2K- 19.64% |
$125K - $136K
|
9K
$501K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-650- 10.27% |
$36.9K - $40.2K
|
5.68K
$316K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
34New |
$1.93K - $2.11K
|
34
$1.89K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 9.03% |
$1.47K - $1.61K
|
262
$14.6K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 45.39% |
$3.63K - $3.96K
|
77
$4.28K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 1150.0% |
$1.3K - $1.42K
|
25
$1.39K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.57KNew |
$316K - $345K
|
5.57K
$310K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-50- 44.64% |
$2.84K - $3.1K
|
62
$3.45K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-457- 10.46% |
$25.9K - $28.3K
|
3.91K
$218K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 10.39% |
$4.25K - $4.64K
|
647
$36K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-670- 97.67% |
$38K - $41.5K
|
16
$890
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-38- 3.0% |
$2.15K - $2.35K
|
1.23K
$68.4K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.89% |
$56.7 - $61.9
|
54
$3K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
399New |
$22.6K - $24.7K
|
399
$22.2K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
83New |
$4.71K - $5.14K
|
83
$4.62K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$510 - $557
|
9
$501
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
219New |
$12.4K - $13.6K
|
219
$12.2K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.31KNew |
$131K - $143K
|
2.31K
$129K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
781+ 110.31% |
$44.3K - $48.4K
|
1.49K
$82.8K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10New |
$567 - $619
|
10
$556
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
33New |
$1.87K - $2.04K
|
33
$1.84K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
879New |
$49.8K - $54.4K
|
879
$48.9K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$340 - $372
|
6
$334
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 87.5% |
$397 - $433
|
1
$55.6
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
5.94KNew |
$337K - $368K
|
5.94K
$330K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.72K+ 289.9% |
$97.7K - $107K
|
2.32K
$129K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
190+ 4.14% |
$10.8K - $11.8K
|
4.78K
$266K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.47KNew |
$83.5K - $91.2K
|
1.47K
$81.9K
|