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 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$79.5K - $95.4K
|
1.11K
$72.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
35New |
$2.51K - $3.01K
|
35
$2.28K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$172K - $207K
|
2.4K
$157K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 0.15% |
$215 - $258
|
1.95K
$127K
|
|
| 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
$2.57M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.42K- 25.91% |
$111K - $134K
|
4.07K
$265K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
113New |
$8.81K - $10.6K
|
113
$7.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-86- 1.29% |
$6.7K - $8.08K
|
6.59K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 5.09% |
$2.18K - $2.63K
|
522
$34K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
577New |
$45K - $54.2K
|
577
$37.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-211- 59.6% |
$16.4K - $19.8K
|
143
$9.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
532+ 3.08% |
$41.5K - $50K
|
17.8K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-5.82K- 39.6% |
$453K - $546K
|
8.87K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11+ 0.11% |
$858 - $1.03K
|
9.97K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$234 - $282
|
2.25K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$238K - $287K
|
3.05K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
115KNew |
$8.94M - $10.8M
|
115K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.29K+ 0.64% |
$179K - $215K
|
362K
$23.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.2KNew |
$327K - $394K
|
4.2K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
8.15KNew |
$636K - $766K
|
8.15K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
828New |
$64.6K - $77.8K
|
828
$53.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-23.1K- 45.57% |
$1.8M - $2.17M
|
27.6K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-404- 45.86% |
$31.5K - $38K
|
477
$31.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.1K+ 79.78% |
$1.18M - $1.42M
|
34.1K
$2.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
15KNew |
$1.17M - $1.41M
|
15K
$977K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100- 1.47% |
$7.8K - $9.4K
|
6.73K
$438K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.94KNew |
$229K - $276K
|
2.94K
$191K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$245K - $295K
|
3.14K
$205K
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
136+ 5.28% |
$10.6K - $12.8K
|
2.71K
$176K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-170- 59.03% |
$13.3K - $16K
|
118
$7.68K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12- 37.5% |
$936 - $1.13K
|
20
$1.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$546 - $658
|
7
$456
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.82KNew |
$532K - $641K
|
6.82K
$444K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1KNew |
$78K - $94K
|
1K
$65.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.08KNew |
$240K - $289K
|
3.08K
$200K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-58- 30.85% |
$4.52K - $5.45K
|
130
$8.46K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
822+ 32.37% |
$64.1K - $77.2K
|
3.36K
$219K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.03% |
$78 - $94
|
2.94K
$191K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-200- 43.29% |
$15.6K - $18.8K
|
262
$17.1K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 1.79% |
$78 - $94
|
57
$3.71K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-200- 43.29% |
$15.6K - $18.8K
|
262
$17.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.11KNew |
$86.5K - $104K
|
1.11K
$72.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9+ 0.72% |
$702 - $846
|
1.26K
$81.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.56KNew |
$511K - $616K
|
6.56K
$427K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32New |
$2.49K - $3.01K
|
32
$2.08K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.66KNew |
$441K - $531K
|
5.66K
$368K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-54- 22.13% |
$4.21K - $5.07K
|
190
$12.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.28K- 14.38% |
$99.9K - $120K
|
7.63K
$496K
|
|