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 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-14- 0.54% |
$1K - $1.2K
|
2.58K
$164K
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
100+ 1.13% |
$7.17K - $8.6K
|
8.95K
$567K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
69+ 53.08% |
$4.95K - $5.93K
|
199
$12.6K
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
7.13K+ 5.28% |
$511K - $613K
|
142K
$9M
|
|
Feb 02, 2023
Q4 2022
|
Covea Finance
|
SELL
|
- |
-47.6K- 25.36% |
$3.41M - $4.09M
|
140K
$8.86M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.88KNew |
$207K - $248K
|
2.88K
$182K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.51KNew |
$180K - $215K
|
2.51K
$159K
|
|
Feb 02, 2023
Q4 2022
|
Toews Corp
|
SELL
|
- |
-3.8K- 29.01% |
$272K - $327K
|
9.3K
$589K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-742- 30.25% |
$53.2K - $63.8K
|
1.71K
$108K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.46KNew |
$391K - $470K
|
5.46K
$346K
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.5KNew |
$179K - $215K
|
2.5K
$158K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
89+ 10.34% |
$6.38K - $7.65K
|
950
$60.1K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $213K
|
2.48K
$157K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-407- 67.05% |
$29.2K - $35K
|
200
$12.7K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
9New |
$645 - $774
|
9
$570
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$19K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-90- 75.0% |
$6.45K - $7.74K
|
30
$1.9K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
154+ 2.43% |
$11K - $13.2K
|
6.5K
$411K
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.13K- 0.49% |
$80.8K - $96.9K
|
231K
$14.6M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
28New |
$2.01K - $2.41K
|
28
$1.77K
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.12KNew |
$224K - $268K
|
3.12K
$197K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
31New |
$2.22K - $2.67K
|
31
$1.96K
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$860 - $1.03K
|
12
$760
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
30New |
$2.15K - $2.58K
|
30
$1.9K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13+ 0.5% |
$932 - $1.12K
|
2.62K
$166K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
306New |
$21.9K - $26.3K
|
306
$19.4K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-13- 0.21% |
$932 - $1.12K
|
6.15K
$389K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
283+ 5.12% |
$20.3K - $24.3K
|
5.81K
$368K
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$184K - $221K
|
2.56K
$162K
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
4.36KNew |
$312K - $375K
|
4.36K
$276K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$215 - $258
|
3
$190
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
106New |
$7.6K - $9.12K
|
106
$6.71K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$79.5K - $95.4K
|
1.11K
$70.2K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
35New |
$2.51K - $3.01K
|
35
$2.22K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$172K - $207K
|
2.4K
$152K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 0.15% |
$215 - $258
|
1.95K
$124K
|
|
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
$2.49M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.42K- 25.91% |
$111K - $134K
|
4.07K
$258K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
113New |
$8.81K - $10.6K
|
113
$7.15K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-86- 1.29% |
$6.7K - $8.08K
|
6.59K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 5.09% |
$2.18K - $2.63K
|
522
$33K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
577New |
$45K - $54.2K
|
577
$36.5K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-211- 59.6% |
$16.4K - $19.8K
|
143
$9.05K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
532+ 3.08% |
$41.5K - $50K
|
17.8K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-5.82K- 39.6% |
$453K - $546K
|
8.87K
$561K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11+ 0.11% |
$858 - $1.03K
|
9.97K
$631K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$234 - $282
|
2.25K
$143K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$238K - $287K
|
3.05K
$193K
|