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 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.58K+ 8.74% |
$334K - $393K
|
57K
$3.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.46K+ 84.9% |
$325K - $383K
|
9.71K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.31KNew |
$314K - $370K
|
4.31K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.27K+ 0.36% |
$311K - $366K
|
1.19M
$69.2M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.26K+ 25.34% |
$310K - $365K
|
21.1K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.23KNew |
$308K - $363K
|
4.23K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
4.21K+ 16.75% |
$307K - $362K
|
29.4K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.15K+ 7.11% |
$303K - $356K
|
62.6K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.9K+ 1.8% |
$284K - $334K
|
220K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.9K+ 1.32% |
$284K - $334K
|
299K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.79K+ 0.11% |
$276K - $325K
|
3.59M
$209M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.74K+ 30.02% |
$272K - $321K
|
16.2K
$941K
|
|
|
Apr 17, 2023
Q1 2023
|
Patrizia Pty LTD
Barton, C3 |
BUY
|
- |
3.67K+ 7.37% |
$267K - $315K
|
53.5K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.66KNew |
$267K - $314K
|
3.66K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.61K+ 13.36% |
$263K - $310K
|
30.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.6KNew |
$262K - $309K
|
3.6K
$209K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.57K+ 18.62% |
$260K - $306K
|
22.7K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
3.51KNew |
$256K - $301K
|
3.51K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.5K+ 85.57% |
$255K - $301K
|
7.6K
$442K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.45KNew |
$252K - $296K
|
3.45K
$201K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.35K+ 74.03% |
$244K - $287K
|
7.87K
$458K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
3.35K+ 31.79% |
$244K - $287K
|
13.9K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.34K+ 5.04% |
$243K - $287K
|
69.6K
$4.04M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
3.32KNew |
$242K - $285K
|
3.32K
$193K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.3KNew |
$240K - $283K
|
3.3K
$192K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.29K+ 69.0% |
$240K - $283K
|
8.07K
$469K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.27K+ 59.77% |
$239K - $281K
|
8.75K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.27K+ 13.09% |
$238K - $281K
|
28.3K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.14KNew |
$229K - $269K
|
3.14K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.12K+ 22.63% |
$227K - $268K
|
16.9K
$983K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.06KNew |
$223K - $263K
|
3.06K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
3.04KNew |
$221K - $261K
|
3.04K
$177K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.98KNew |
$217K - $256K
|
2.98K
$173K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.94KNew |
$214K - $252K
|
2.94K
$171K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.87KNew |
$209K - $246K
|
2.87K
$167K
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.87K+ 77.42% |
$209K - $246K
|
6.57K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.85K+ 11.31% |
$208K - $245K
|
28K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.84KNew |
$207K - $244K
|
2.84K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.8KNew |
$204K - $240K
|
2.8K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.79K+ 12.26% |
$203K - $240K
|
25.6K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.78K+ 9.2% |
$202K - $238K
|
33K
$1.92M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.78K+ 1.38% |
$202K - $238K
|
204K
$11.8M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.75KNew |
$200K - $236K
|
2.75K
$160K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.75KNew |
$200K - $236K
|
2.75K
$160K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.74K+ 83.82% |
$200K - $235K
|
6.01K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.71K+ 11.92% |
$198K - $233K
|
25.5K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.71KNew |
$197K - $232K
|
2.71K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$197K - $231K
|
2.7K
$157K
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.67KNew |
$194K - $229K
|
2.67K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.61K+ 61.07% |
$190K - $224K
|
6.89K
$401K
|