Purchases and Sales Made in Q1 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-531- 14.1% |
$38.7K - $45.6K
|
3.23K
$188K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-540- 10.48% |
$39.4K - $46.3K
|
4.61K
$268K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-541- 2.85% |
$39.4K - $46.4K
|
18.4K
$1.07M
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-580- 9.98% |
$42.3K - $49.8K
|
5.23K
$304K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-600- 95.09% |
$43.7K - $51.5K
|
31
$1.8K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-615- 11.45% |
$44.8K - $52.8K
|
4.76K
$277K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-615- 11.45% |
$44.8K - $52.8K
|
4.76K
$277K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-667- 0.97% |
$48.6K - $57.2K
|
68K
$3.95M
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-689- 16.77% |
$50.2K - $59.1K
|
3.42K
$199K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-739- 1.45% |
$53.9K - $63.4K
|
50.3K
$2.92M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-745- 0.2% |
$54.3K - $63.9K
|
377K
$21.9M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-746- 1.76% |
$54.4K - $64K
|
41.6K
$2.42M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-757- 13.46% |
$55.2K - $65K
|
4.87K
$283K
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-773- 81.11% |
$56.3K - $66.3K
|
180
$10.5K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-773- 1.59% |
$56.3K - $66.3K
|
48K
$2.79M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-805- 0.32% |
$58.7K - $69.1K
|
249K
$14.5M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-807- 0.99% |
$58.8K - $69.3K
|
80.3K
$4.67M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-888- 5.32% |
$64.7K - $76.2K
|
15.8K
$919K
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-900- 10.5% |
$65.6K - $77.2K
|
7.67K
$446K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-920- 9.46% |
$67K - $79K
|
8.8K
$512K
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-921- 44.62% |
$67.1K - $79K
|
1.14K
$66.4K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-951- 10.44% |
$69.3K - $81.6K
|
8.16K
$474K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-958- 65.35% |
$69.8K - $82.2K
|
508
$29.5K
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-975- 14.87% |
$71.1K - $83.7K
|
5.58K
$325K
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.04K- 28.51% |
$75.6K - $89K
|
2.6K
$151K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.08K- 1.18% |
$78.4K - $92.4K
|
89.8K
$5.22M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.08K- 3.85% |
$78.7K - $92.7K
|
27K
$1.57M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 21.3% |
$79.8K - $94K
|
4.05K
$235K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.1K- 25.35% |
$80K - $94.2K
|
3.23K
$188K
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.1K- 27.73% |
$80.2K - $94.4K
|
2.87K
$167K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.15K- 1.39% |
$83.9K - $98.8K
|
81.8K
$4.75M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.17K- 14.81% |
$85.5K - $101K
|
6.75K
$392K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 19.08% |
$90.2K - $106K
|
5.25K
$305K
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.3K- 3.47% |
$94.9K - $112K
|
36.3K
$2.11M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.31K- 52.23% |
$95.5K - $112K
|
1.2K
$69.6K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 1.55% |
$101K - $119K
|
87.9K
$5.11M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.49K- 8.3% |
$109K - $128K
|
16.5K
$956K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.49K- 25.89% |
$109K - $128K
|
4.27K
$248K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.5K- 80.62% |
$109K - $129K
|
360
$20.9K
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-1.51K- 7.87% |
$110K - $130K
|
17.7K
$1.03M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.59K- 86.52% |
$116K - $136K
|
247
$14.4K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.65K- 2.85% |
$120K - $142K
|
56.3K
$3.27M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.77K- 1.13% |
$129K - $152K
|
155K
$9M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.77K- 10.14% |
$129K - $152K
|
15.7K
$914K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.82K- 26.81% |
$132K - $156K
|
4.96K
$288K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.83K- 5.31% |
$133K - $157K
|
32.6K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 29.57% |
$134K - $158K
|
4.37K
$254K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.9K- 2.99% |
$138K - $163K
|
61.6K
$3.58M
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.91K- 0.49% |
$139K - $164K
|
383K
$22.3M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 24.14% |
$141K - $166K
|
6.09K
$354K
|