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 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-100- 1.78% |
$7.8K - $9.33K
|
5.52K
$344K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-22Closed |
$1.72K - $2.05K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 10.87% |
$390 - $467
|
41
$2.55K
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-49.3KClosed |
$3.84M - $4.6M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.2KClosed |
$250K - $299K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
47New |
$3.67K - $4.39K
|
47
$2.93K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-550- 17.22% |
$42.9K - $51.3K
|
2.64K
$165K
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-10K- 62.5% |
$780K - $933K
|
6K
$374K
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.34KClosed |
$183K - $219K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-602- 19.12% |
$46.9K - $56.2K
|
2.55K
$158K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.7KClosed |
$211K - $252K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.33KNew |
$104K - $124K
|
1.33K
$82.8K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.62KClosed |
$204K - $244K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-262Closed |
$20.4K - $24.4K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11KClosed |
$859K - $1.03M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
179+ 9.45% |
$14K - $16.7K
|
2.07K
$129K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
47New |
$3.67K - $4.39K
|
47
$2.93K
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-5.48KClosed |
$428K - $512K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-451- 4.97% |
$35.2K - $42.1K
|
8.62K
$536K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-567- 16.2% |
$44.2K - $52.9K
|
2.93K
$183K
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2.53KClosed |
$197K - $236K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-321Closed |
$25K - $29.9K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.28KClosed |
$178K - $213K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.51K- 74.63% |
$118K - $141K
|
514
$32K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
431New |
$33.6K - $40.2K
|
431
$26.8K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-60- 5.15% |
$4.68K - $5.6K
|
1.11K
$68.8K
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-100- 0.93% |
$7.8K - $9.33K
|
10.6K
$661K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.26KClosed |
$254K - $304K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.72KNew |
$212K - $254K
|
2.72K
$169K
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
380+ 6.92% |
$29.6K - $35.5K
|
5.88K
$366K
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-6.3KClosed |
$491K - $588K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-18Closed |
$1.4K - $1.68K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-690Closed |
$55K - $61.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-661Closed |
$52.7K - $59.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-10.8KClosed |
$861K - $968K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-32Closed |
$2.55K - $2.87K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.56KClosed |
$204K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sagefield Capital LP
Dallas, TX |
SELL
|
- |
-5.8KClosed |
$462K - $520K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-382Closed |
$30.4K - $34.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.36KClosed |
$188K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.24KClosed |
$178K - $200K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-147Closed |
$11.7K - $13.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.36KClosed |
$188K - $211K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-15Closed |
$1.2K - $1.34K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
2.39KNew |
$190K - $214K
|
2.39K
$149K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55New |
$4.38K - $4.93K
|
55
$3.42K
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-275Closed |
$21.9K - $24.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-357Closed |
$28.5K - $32K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4New |
$319 - $359
|
4
$249
|