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 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11KNew |
$798K - $940K
|
11K
$713K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
689+ 23.01% |
$50.2K - $59.1K
|
3.68K
$240K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
524New |
$38.2K - $45K
|
524
$34.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 16.67% |
$292 - $343
|
20
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$21.9K - $25.7K
|
300
$19.5K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$219 - $257
|
2.73K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.03MNew |
$221M - $260M
|
3.03M
$197M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-136- 93.15% |
$9.91K - $11.7K
|
10
$651
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
782+ 120.68% |
$57K - $67.1K
|
1.43K
$93.1K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-51- 1.93% |
$3.72K - $4.38K
|
2.6K
$169K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-80- 5.81% |
$5.83K - $6.87K
|
1.3K
$84.4K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.2% |
$875 - $1.03K
|
5.92K
$386K
|
|
|
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
$8.14K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
464New |
$33.8K - $39.8K
|
464
$30.2K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-126K- 81.31% |
$9.2M - $10.8M
|
29K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58+ 24.27% |
$4.23K - $4.98K
|
297
$19.3K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
82+ 18.94% |
$5.98K - $7.04K
|
515
$33.5K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-10- 6.21% |
$729 - $858
|
151
$9.83K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.27K- 49.25% |
$384K - $452K
|
5.43K
$354K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
25New |
$1.82K - $2.15K
|
25
$1.63K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.1K- 27.73% |
$80.2K - $94.4K
|
2.87K
$187K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.04% |
$72.9 - $85.8
|
2.59K
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
364New |
$26.5K - $31.2K
|
364
$23.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-38- 58.46% |
$2.77K - $3.26K
|
27
$1.76K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.75KNew |
$200K - $236K
|
2.75K
$179K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-26- 0.95% |
$1.89K - $2.23K
|
2.71K
$176K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
334New |
$24.3K - $28.7K
|
334
$21.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
20+ 0.76% |
$1.46K - $1.72K
|
2.65K
$173K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
425New |
$31K - $36.5K
|
425
$27.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.59% |
$802 - $944
|
1.88K
$122K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
5.06KNew |
$369K - $434K
|
5.06K
$329K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
10New |
$729 - $858
|
10
$651
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-295- 95.78% |
$21.5K - $25.3K
|
13
$846
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-132- 3.63% |
$9.62K - $11.3K
|
3.51K
$228K
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47New |
$3.37K - $4.04K
|
47
$3.06K
|
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
43.4KNew |
$3.11M - $3.73M
|
43.4K
$2.83M
|
|
|
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
$19.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
119New |
$8.53K - $10.2K
|
119
$7.75K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
158New |
$11.3K - $13.6K
|
158
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-8.14K- 55.89% |
$583K - $700K
|
6.42K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 1.57% |
$14.3K - $17.2K
|
12.9K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7+ 25.0% |
$502 - $602
|
35
$2.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 0.56% |
$502 - $602
|
1.25K
$81.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.4K- 7.22% |
$100K - $120K
|
18K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$5.95K - $7.14K
|
83
$5.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
196+ 3.12% |
$14K - $16.9K
|
6.48K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-147- 5.72% |
$10.5K - $12.6K
|
2.42K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
383New |
$27.5K - $32.9K
|
383
$24.9K
|
|