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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$18.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-90- 75.0% |
$6.45K - $7.74K
|
30
$1.87K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
154+ 2.43% |
$11K - $13.2K
|
6.5K
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.13K- 0.49% |
$80.8K - $96.9K
|
231K
$14.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
28New |
$2.01K - $2.41K
|
28
$1.74K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.12KNew |
$224K - $268K
|
3.12K
$194K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
31New |
$2.22K - $2.67K
|
31
$1.93K
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$860 - $1.03K
|
12
$747
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
30New |
$2.15K - $2.58K
|
30
$1.87K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13+ 0.5% |
$932 - $1.12K
|
2.62K
$163K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
306New |
$21.9K - $26.3K
|
306
$19K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-13- 0.21% |
$932 - $1.12K
|
6.15K
$383K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
283+ 5.12% |
$20.3K - $24.3K
|
5.81K
$361K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$184K - $221K
|
2.56K
$160K
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
4.36KNew |
$312K - $375K
|
4.36K
$271K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$215 - $258
|
3
$187
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
106New |
$7.6K - $9.12K
|
106
$6.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$79.5K - $95.4K
|
1.11K
$69K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
35New |
$2.51K - $3.01K
|
35
$2.18K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$172K - $207K
|
2.4K
$150K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 0.15% |
$215 - $258
|
1.95K
$122K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-108Closed |
$8.42K - $10.1K
|
0
$0
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.95KClosed |
$230K - $278K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-37.7K- 48.87% |
$2.94M - $3.54M
|
39.4K
$2.45M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.42K- 25.91% |
$111K - $134K
|
4.07K
$254K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
113New |
$8.81K - $10.6K
|
113
$7.03K
|
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
10.7K+ 182.66% |
$833K - $1M
|
16.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-86- 1.29% |
$6.7K - $8.08K
|
6.59K
$410K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 5.09% |
$2.18K - $2.63K
|
522
$32.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
577New |
$45K - $54.2K
|
577
$35.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-211- 59.6% |
$16.4K - $19.8K
|
143
$8.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
532+ 3.08% |
$41.5K - $50K
|
17.8K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-5.82K- 39.6% |
$453K - $546K
|
8.87K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11+ 0.11% |
$858 - $1.03K
|
9.97K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$234 - $282
|
2.25K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$238K - $287K
|
3.05K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
115KNew |
$8.94M - $10.8M
|
115K
$7.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.29K+ 0.64% |
$179K - $215K
|
362K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.2KNew |
$327K - $394K
|
4.2K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.15KNew |
$636K - $766K
|
8.15K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
828New |
$64.6K - $77.8K
|
828
$51.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-23.1K- 45.57% |
$1.8M - $2.17M
|
27.6K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-404- 45.86% |
$31.5K - $38K
|
477
$29.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.1K+ 79.78% |
$1.18M - $1.42M
|
34.1K
$2.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
15KNew |
$1.17M - $1.41M
|
15K
$934K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100- 1.47% |
$7.8K - $9.4K
|
6.73K
$419K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.94KNew |
$229K - $276K
|
2.94K
$183K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$245K - $295K
|
3.14K
$196K
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
136+ 5.28% |
$10.6K - $12.8K
|
2.71K
$169K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-170- 59.03% |
$13.3K - $16K
|
118
$7.35K
|
|