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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
600+ 5.54% |
$31.5K - $38.1K
|
11.4K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-300- 1.93% |
$15.7K - $19.1K
|
15.3K
$967K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-12.9K- 34.65% |
$676K - $819K
|
24.3K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-121- 10.38% |
$6.35K - $7.69K
|
1.05K
$66.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 4.31% |
$1.26K - $1.52K
|
533
$33.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
50New |
$2.62K - $3.18K
|
50
$3.17K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.69K+ 71112.5% |
$298K - $361K
|
5.7K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.46K+ 12.01% |
$76.4K - $92.6K
|
13.6K
$860K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-950- 6.69% |
$49.8K - $60.4K
|
13.3K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-257- 7.88% |
$13.5K - $16.3K
|
3.01K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$315 - $381
|
6
$380
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-19.2K- 1.16% |
$1.01M - $1.22M
|
1.64M
$104M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-6.01K- 4.52% |
$315K - $382K
|
127K
$8.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-544- 43.07% |
$28.5K - $34.6K
|
719
$45.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.76K- 51.21% |
$92.1K - $112K
|
1.67K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$52.5 - $63.5
|
4.54K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
322New |
$16.9K - $20.5K
|
322
$20.4K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.75K+ 47.31% |
$91.7K - $111K
|
5.44K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-546- 9.39% |
$28.6K - $34.7K
|
5.27K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.5KNew |
$184K - $223K
|
3.5K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
31New |
$1.63K - $1.97K
|
31
$1.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-115- 3.18% |
$6.03K - $7.31K
|
3.5K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$1.36K - $1.65K
|
26
$1.65K
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-43.9K- 81.54% |
$2.3M - $2.79M
|
9.93K
$629K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
500New |
$26.2K - $31.8K
|
500
$31.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.69KNew |
$194K - $234K
|
3.69K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.34K- 18.14% |
$70.1K - $84.9K
|
6.03K
$382K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
443+ 7.14% |
$23.2K - $28.1K
|
6.65K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
66+ 1.1% |
$3.46K - $4.19K
|
6.05K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.82KNew |
$253K - $306K
|
4.82K
$305K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$5.93K - $7.18K
|
113
$7.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-116- 22.48% |
$6.09K - $7.37K
|
400
$25.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-800- 17.13% |
$42K - $50.8K
|
3.87K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11New |
$577 - $699
|
11
$696
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 10.53% |
$5.25K - $6.35K
|
850
$53.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4KNew |
$597K - $723K
|
11.4K
$720K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-10- 0.08% |
$525 - $635
|
12.2K
$773K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
44+ 0.15% |
$2.31K - $2.8K
|
28.9K
$1.83M
|
|
|
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
$317
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.3K- 2.62% |
$121K - $146K
|
85.6K
$5.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
132+ 2.71% |
$6.92K - $8.39K
|
5K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.45K- 7.12% |
$76K - $92K
|
18.9K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-530- 51.46% |
$27.8K - $33.7K
|
500
$31.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$619K - $750K
|
11.8K
$747K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 34.84% |
$5.25K - $6.35K
|
187
$11.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-19- 2.52% |
$997 - $1.21K
|
734
$46.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.84KNew |
$202K - $244K
|
3.84K
$243K
|
|
| Q3 2023 | |||||||
|
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
$373K
|
|