Purchases and Sales Made in Q1 2022 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2022. The information is specifically focused on institutions that hold shares of EVERSOURCE ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
87+ 1.83% |
$6.93K - $7.8K
|
4.85K
$282K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
85+ 0.66% |
$6.77K - $7.62K
|
12.9K
$752K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
84+ 3.27% |
$6.69K - $7.53K
|
2.65K
$154K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
81New |
$6.46K - $7.26K
|
81
$4.71K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
76+ 0.78% |
$6.06K - $6.81K
|
9.87K
$574K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
73+ 1.91% |
$5.82K - $6.55K
|
3.89K
$226K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
71+ 22.19% |
$5.66K - $6.37K
|
391
$22.7K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
68+ 0.63% |
$5.42K - $6.1K
|
10.8K
$626K
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
66+ 1.05% |
$5.26K - $5.92K
|
6.37K
$370K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
66+ 14.51% |
$5.26K - $5.92K
|
521
$30.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 10.71% |
$4.78K - $5.38K
|
620
$36K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
56+ 0.68% |
$4.46K - $5.02K
|
8.28K
$481K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55New |
$4.38K - $4.93K
|
55
$3.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
54+ 1.04% |
$4.3K - $4.84K
|
5.26K
$306K
|
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
54+ 1.46% |
$4.3K - $4.84K
|
3.74K
$218K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.29% |
$4.3K - $4.84K
|
18.6K
$1.08M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51+ 1.92% |
$4.06K - $4.57K
|
2.7K
$157K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
48+ 0.23% |
$3.83K - $4.3K
|
21K
$1.22M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
48+ 28.74% |
$3.83K - $4.3K
|
215
$12.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
46+ 0.19% |
$3.67K - $4.12K
|
23.9K
$1.39M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
45+ 0.79% |
$3.59K - $4.03K
|
5.73K
$333K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 11.31% |
$3.51K - $3.95K
|
433
$25.2K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
44+ 1.93% |
$3.51K - $3.95K
|
2.32K
$135K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
41+ 820.0% |
$3.27K - $3.68K
|
46
$2.67K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
39New |
$3.11K - $3.5K
|
39
$2.27K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
38+ 0.78% |
$3.03K - $3.41K
|
4.92K
$286K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 8.68% |
$3.03K - $3.41K
|
476
$27.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
37+ 0.74% |
$2.95K - $3.32K
|
5.05K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35+ 0.23% |
$2.79K - $3.14K
|
15.1K
$878K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
34+ 0.38% |
$2.71K - $3.05K
|
8.92K
$519K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
34+ 1.35% |
$2.71K - $3.05K
|
2.56K
$149K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31+ 22.79% |
$2.47K - $2.78K
|
167
$9.71K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
29+ 24.79% |
$2.31K - $2.6K
|
146
$8.49K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
28+ 5.29% |
$2.23K - $2.51K
|
557
$32.4K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27New |
$2.15K - $2.42K
|
27
$1.57K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
27+ 0.67% |
$2.15K - $2.42K
|
4.08K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
26+ 0.01% |
$2.07K - $2.33K
|
206K
$12M
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
26+ 2.41% |
$2.07K - $2.33K
|
1.11K
$64.3K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.91K - $2.15K
|
24
$1.39K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
24+ 0.74% |
$1.91K - $2.15K
|
3.28K
$191K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
23+ 0.47% |
$1.83K - $2.06K
|
4.89K
$284K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
21New |
$1.67K - $1.88K
|
21
$1.22K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
19+ 380.0% |
$1.51K - $1.7K
|
24
$1.39K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
18+ 0.28% |
$1.43K - $1.61K
|
6.46K
$375K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
18New |
$1.43K - $1.61K
|
18
$1.05K
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
17+ 0.67% |
$1.35K - $1.52K
|
2.57K
$149K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
16+ 0.55% |
$1.28K - $1.43K
|
2.94K
$171K
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
16+ 0.14% |
$1.28K - $1.43K
|
11.2K
$651K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
16New |
$1.28K - $1.43K
|
16
$930
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.61% |
$1.2K - $1.34K
|
2.46K
$143K
|