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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$158K - $193K
|
3K
$187K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.31% |
$5.28K - $6.43K
|
7.53K
$469K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.02KNew |
$159K - $194K
|
3.02K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
25New |
$1.32K - $1.61K
|
25
$1.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 33.33% |
$52.8 - $64.3
|
2
$125
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$528 - $643
|
10
$623
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
8New |
$422 - $514
|
8
$498
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.86KNew |
$98K - $119K
|
1.86K
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-230- 11.31% |
$12.1K - $14.8K
|
1.8K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
75New |
$3.96K - $4.82K
|
75
$4.67K
|
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
BUY
|
- |
218+ 5.19% |
$11.5K - $14K
|
4.42K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-74- 1.98% |
$3.91K - $4.76K
|
3.66K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
74+ 0.51% |
$3.91K - $4.76K
|
14.6K
$907K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.71KNew |
$407K - $496K
|
7.71K
$480K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
181New |
$9.55K - $11.6K
|
181
$11.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 33.33% |
$528 - $643
|
20
$1.25K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.76K+ 26.05% |
$146K - $178K
|
13.4K
$832K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-28- 5.3% |
$1.48K - $1.8K
|
500
$31.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10+ 4.2% |
$528 - $643
|
248
$15.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
2.4K+ 2.72% |
$126K - $154K
|
90.4K
$5.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-131- 2.99% |
$6.91K - $8.42K
|
4.25K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.92KClosed |
$154K - $188K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-747- 16.99% |
$39.4K - $48K
|
3.65K
$227K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
42.2KNew |
$2.23M - $2.71M
|
42.2K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 2.62% |
$264 - $321
|
186
$11.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-2- -0.0% |
$106 - $129
|
58.5K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
181+ 49.73% |
$9.55K - $11.6K
|
545
$33.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.34K+ 16.63% |
$70.8K - $86.3K
|
9.41K
$586K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-26- 2.35% |
$1.37K - $1.67K
|
1.08K
$67.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
75New |
$3.96K - $4.82K
|
75
$4.67K
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.02KNew |
$211K - $255K
|
4.02K
$250K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
53.3K+ 3.72% |
$2.79M - $3.38M
|
1.48M
$92.3M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.2KNew |
$743K - $900K
|
14.2K
$882K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.29KClosed |
$173K - $209K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7New |
$367 - $445
|
7
$436
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
161New |
$8.45K - $10.2K
|
161
$10K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.8KClosed |
$94.4K - $114K
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-5.1K- 5.84% |
$268K - $324K
|
82.3K
$5.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.97K- 66.56% |
$366K - $443K
|
3.5K
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
6.02KNew |
$316K - $382K
|
6.02K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-43- 1.18% |
$2.26K - $2.73K
|
3.59K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
67+ 0.07% |
$3.51K - $4.26K
|
96K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-69.8K- 82.91% |
$3.66M - $4.44M
|
14.4K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.16KNew |
$61K - $73.9K
|
1.16K
$72.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.1K+ 3.87% |
$110K - $133K
|
56.4K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
27KNew |
$1.42M - $1.72M
|
27K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
12.3KNew |
$646K - $782K
|
12.3K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.11KNew |
$58K - $70.2K
|
1.11K
$68.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.64K+ 7.48% |
$191K - $231K
|
52.3K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.52K- 42.58% |
$447K - $541K
|
11.5K
$715K
|
|