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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$5.93K - $7.18K
|
113
$6.29K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
47+ 522.22% |
$2.47K - $2.99K
|
56
$3.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-116- 22.48% |
$6.09K - $7.37K
|
400
$22.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-800- 17.13% |
$42K - $50.8K
|
3.87K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11New |
$577 - $699
|
11
$612
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 10.53% |
$5.25K - $6.35K
|
850
$47.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4KNew |
$597K - $723K
|
11.4K
$633K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-10- 0.08% |
$525 - $635
|
12.2K
$679K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
44+ 0.15% |
$2.31K - $2.8K
|
28.9K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.94K- 8.97% |
$259K - $314K
|
50.1K
$2.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34Closed |
$1.78K - $2.16K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-4- 44.44% |
$210 - $254
|
5
$278
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.3K- 2.62% |
$121K - $146K
|
85.6K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
132+ 2.71% |
$6.92K - $8.39K
|
5K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.45K- 7.12% |
$76K - $92K
|
18.9K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-530- 51.46% |
$27.8K - $33.7K
|
500
$27.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$619K - $750K
|
11.8K
$657K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-11- 5.45% |
$577 - $699
|
191
$10.6K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 34.84% |
$5.25K - $6.35K
|
187
$10.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-19- 2.52% |
$997 - $1.21K
|
734
$40.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.84KNew |
$202K - $244K
|
3.84K
$214K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.42MNew |
$139M - $180M
|
2.42M
$135M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
30.9KNew |
$1.77M - $2.3M
|
30.9K
$1.72M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-557Closed |
$31.9K - $41.4K
|
0
$0
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$338K - $438K
|
5.9K
$328K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-57- 55.88% |
$3.27K - $4.24K
|
45
$2.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
275New |
$15.8K - $20.4K
|
275
$15.3K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $297
|
4
$223
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
57New |
$3.27K - $4.24K
|
57
$3.17K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.03K+ 0.49% |
$59.3K - $76.8K
|
213K
$11.9M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.98KNew |
$228K - $296K
|
3.98K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-959- 6.87% |
$55K - $71.3K
|
13K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
16+ 2.06% |
$918 - $1.19K
|
791
$44K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
47.1KNew |
$2.7M - $3.5M
|
47.1K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.9K- 50.52% |
$395K - $512K
|
6.75K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-145- 3.45% |
$8.32K - $10.8K
|
4.05K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.89K- 22.59% |
$166K - $215K
|
9.91K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-7.67K- 16.43% |
$440K - $570K
|
39K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
450+ 9.91% |
$25.8K - $33.4K
|
4.99K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
5.86KNew |
$336K - $436K
|
5.86K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.59KNew |
$206K - $267K
|
3.59K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-11.8K- 61.81% |
$675K - $875K
|
7.27K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 0.71% |
$8.6K - $11.1K
|
21K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-47.3K- 84.56% |
$2.71M - $3.51M
|
8.63K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.81KNew |
$218K - $283K
|
3.81K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-162- 3.29% |
$9.29K - $12K
|
4.76K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
47+ 109.3% |
$2.7K - $3.49K
|
90
$5.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.18KNew |
$297K - $385K
|
5.18K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.38K- 25.75% |
$251K - $325K
|
12.6K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
14.1K+ 22.68% |
$811K - $1.05M
|
76.5K
$4.25M
|
|