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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
16.4K+ 129.69% |
$1.12M - $1.33M
|
29.1K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18New |
$1.22K - $1.45K
|
18
$1.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
766+ 10.1% |
$52K - $61.9K
|
8.35K
$544K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
109+ 2.31% |
$7.4K - $8.81K
|
4.82K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-103- 92.79% |
$7K - $8.32K
|
8
$521
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-21.6K- 68.15% |
$1.47M - $1.74M
|
10.1K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.27% |
$543 - $647
|
3.01K
$196K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-975- 24.08% |
$66.2K - $78.8K
|
3.07K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5- 71.43% |
$340 - $404
|
2
$130
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
69.6KNew |
$4.73M - $5.63M
|
69.6K
$4.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
11+ 0.73% |
$747 - $889
|
1.53K
$99.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-893- 5.68% |
$60.7K - $72.2K
|
14.8K
$966K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
286+ 8.2% |
$19.4K - $23.1K
|
3.77K
$246K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
884New |
$60K - $71.4K
|
884
$57.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.9KNew |
$197K - $234K
|
2.9K
$189K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.69% |
$1.43K - $1.7K
|
3.04K
$198K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 1.25% |
$679 - $808
|
787
$51.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-93- 5.9% |
$6.32K - $7.52K
|
1.48K
$96.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
866+ 26.56% |
$58.8K - $70K
|
4.13K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5KNew |
$340K - $404K
|
5K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-5.25K- 34.99% |
$356K - $424K
|
9.75K
$635K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$951 - $1.13K
|
14
$912
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.69KNew |
$318K - $379K
|
4.69K
$305K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
175+ 1.62% |
$11.9K - $14.1K
|
11K
$715K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.96KNew |
$269K - $320K
|
3.96K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 0.33% |
$747 - $889
|
3.31K
$215K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
119+ 4.31% |
$8.08K - $9.62K
|
2.88K
$187K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
130+ 2.53% |
$8.83K - $10.5K
|
5.27K
$343K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
198+ 6.16% |
$13.4K - $16K
|
3.41K
$222K
|
|
| Q1 2023 | |||||||
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.94KNew |
$214K - $252K
|
2.94K
$191K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.31K- 52.23% |
$95.5K - $112K
|
1.2K
$78K
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
800New |
$58.3K - $68.7K
|
800
$52.1K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-23K- 78.0% |
$1.68M - $1.98M
|
6.5K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
12K+ 455.04% |
$872K - $1.03M
|
14.6K
$950K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.71KNew |
$197K - $232K
|
2.71K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
734+ 21.74% |
$53.5K - $63K
|
4.11K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
278New |
$20.3K - $23.9K
|
278
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
112New |
$8.16K - $9.61K
|
112
$7.29K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
CALL |
2KNew |
$146K - $172K
|
2K
$130K
|
|
|
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
$169K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.31KNew |
$95.6K - $113K
|
1.31K
$85.4K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-49- 81.67% |
$3.57K - $4.21K
|
11
$716
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
214+ 8.92% |
$15.6K - $18.4K
|
2.61K
$170K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
7.68KNew |
$559K - $659K
|
7.68K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.6KNew |
$262K - $309K
|
3.6K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
682New |
$49.7K - $58.5K
|
682
$44.4K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
6.18KNew |
$451K - $531K
|
6.18K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.97K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.5KNew |
$547K - $644K
|
7.5K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$197K - $231K
|
2.7K
$176K
|
|