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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$951 - $1.13K
|
14
$779
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.69KNew |
$318K - $379K
|
4.69K
$261K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
175+ 1.62% |
$11.9K - $14.1K
|
11K
$611K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.96KNew |
$269K - $320K
|
3.96K
$220K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 0.33% |
$747 - $889
|
3.31K
$184K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
119+ 4.31% |
$8.08K - $9.62K
|
2.88K
$160K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
130+ 2.53% |
$8.83K - $10.5K
|
5.27K
$293K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
198+ 6.16% |
$13.4K - $16K
|
3.41K
$190K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
93.1K+ 17.98% |
$6.79M - $7.99M
|
611K
$34M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.94KNew |
$214K - $252K
|
2.94K
$163K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.31K- 52.23% |
$95.5K - $112K
|
1.2K
$66.6K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$58.3K - $68.7K
|
800
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-23K- 78.0% |
$1.68M - $1.98M
|
6.5K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
12K+ 455.04% |
$872K - $1.03M
|
14.6K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
23KNew |
$1.68M - $1.97M
|
23K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.71KNew |
$197K - $232K
|
2.71K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
734+ 21.74% |
$53.5K - $63K
|
4.11K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
278New |
$20.3K - $23.9K
|
278
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
112New |
$8.16K - $9.61K
|
112
$6.23K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
2KNew |
$146K - $172K
|
2K
$111K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.04K- 28.51% |
$75.6K - $89K
|
2.6K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.31KNew |
$95.6K - $113K
|
1.31K
$73K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-49- 81.67% |
$3.57K - $4.21K
|
11
$612
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
214+ 8.92% |
$15.6K - $18.4K
|
2.61K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
7.68KNew |
$559K - $659K
|
7.68K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.6KNew |
$262K - $309K
|
3.6K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
682New |
$49.7K - $58.5K
|
682
$37.9K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
6.18KNew |
$451K - $531K
|
6.18K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.97K
$165K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.5KNew |
$547K - $644K
|
7.5K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$197K - $231K
|
2.7K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11KNew |
$798K - $940K
|
11K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
689+ 23.01% |
$50.2K - $59.1K
|
3.68K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
524New |
$38.2K - $45K
|
524
$29.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 16.67% |
$292 - $343
|
20
$1.11K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5.97K+ 196.67% |
$435K - $513K
|
9.01K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$21.9K - $25.7K
|
300
$16.7K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$219 - $257
|
2.73K
$152K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.03MNew |
$221M - $260M
|
3.03M
$169M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-136- 93.15% |
$9.91K - $11.7K
|
10
$556
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-393- 2.04% |
$28.6K - $33.7K
|
18.9K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
782+ 120.68% |
$57K - $67.1K
|
1.43K
$79.6K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-51- 1.93% |
$3.72K - $4.38K
|
2.6K
$144K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-80- 5.81% |
$5.83K - $6.87K
|
1.3K
$72.2K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.2% |
$875 - $1.03K
|
5.92K
$330K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-81Closed |
$5.9K - $6.95K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 37.5% |
$5.47K - $6.44K
|
125
$6.95K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
464New |
$33.8K - $39.8K
|
464
$25.8K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-126K- 81.31% |
$9.2M - $10.8M
|
29K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 24.27% |
$4.23K - $4.98K
|
297
$16.5K
|
|