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, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
82+ 18.94% |
$5.98K - $7.04K
|
515
$28.6K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.38% |
$729 - $858
|
2.66K
$148K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 6.21% |
$729 - $858
|
151
$8.4K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.27K- 49.25% |
$384K - $452K
|
5.43K
$302K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25New |
$1.82K - $2.15K
|
25
$1.39K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.1K- 27.73% |
$80.2K - $94.4K
|
2.87K
$159K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.04% |
$72.9 - $85.8
|
2.59K
$144K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
364New |
$26.5K - $31.2K
|
364
$20.2K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-38- 58.46% |
$2.77K - $3.26K
|
27
$1.5K
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.75KNew |
$200K - $236K
|
2.75K
$153K
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-26- 0.95% |
$1.89K - $2.23K
|
2.71K
$151K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
334New |
$24.3K - $28.7K
|
334
$18.6K
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
20+ 0.76% |
$1.46K - $1.72K
|
2.65K
$147K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
425New |
$31K - $36.5K
|
425
$23.6K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.59% |
$802 - $944
|
1.88K
$105K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$369K - $434K
|
5.06K
$281K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
42.6KNew |
$3.1M - $3.65M
|
42.6K
$2.37M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
10New |
$729 - $858
|
10
$556
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-295- 95.78% |
$21.5K - $25.3K
|
13
$723
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-132- 3.63% |
$9.62K - $11.3K
|
3.51K
$195K
|
|
Q4 2022 | |||||||
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47New |
$3.37K - $4.04K
|
47
$2.61K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15KNew |
$369K - $443K
|
5.15K
$287K
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
43.4KNew |
$3.11M - $3.73M
|
43.4K
$2.41M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.28KClosed |
$378K - $454K
|
0
$0
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$16.7K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
119New |
$8.53K - $10.2K
|
119
$6.62K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
158New |
$11.3K - $13.6K
|
158
$8.79K
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.14K- 55.89% |
$583K - $700K
|
6.42K
$357K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
250New |
$17.9K - $21.5K
|
250
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 1.57% |
$14.3K - $17.2K
|
12.9K
$718K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7+ 25.0% |
$502 - $602
|
35
$1.95K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 0.56% |
$502 - $602
|
1.25K
$69.5K
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.4K- 7.22% |
$100K - $120K
|
18K
$1M
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$5.95K - $7.14K
|
83
$4.62K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
196+ 3.12% |
$14K - $16.9K
|
6.48K
$361K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-147- 5.72% |
$10.5K - $12.6K
|
2.42K
$135K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.58K+ 14.33% |
$113K - $136K
|
12.6K
$701K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
383New |
$27.5K - $32.9K
|
383
$21.3K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
12.6KNew |
$903K - $1.08M
|
12.6K
$701K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
55New |
$3.94K - $4.73K
|
55
$3.06K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.41KNew |
$316K - $380K
|
4.41K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-8.6KClosed |
$617K - $740K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.55K- 0.19% |
$111K - $133K
|
809K
$45M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$502 - $602
|
7
$389
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$16.7K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
10.1KNew |
$726K - $871K
|
10.1K
$563K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
26.7K+ 74.87% |
$1.92M - $2.3M
|
62.4K
$3.47M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-740- 78.72% |
$53K - $63.6K
|
200
$11.1K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.53KNew |
$182K - $218K
|
2.53K
$141K
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 2.35% |
$7.17K - $8.6K
|
4.16K
$231K
|