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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
336+ 6.58% |
$24.5K - $28.8K
|
5.44K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
334+ 7.96% |
$24.3K - $28.7K
|
4.53K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
334New |
$24.3K - $28.7K
|
334
$19.4K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
333+ 94.6% |
$24.3K - $28.6K
|
685
$39.8K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
326+ 1.06% |
$23.8K - $28K
|
31K
$1.8M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
318New |
$23.2K - $27.3K
|
318
$18.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
314+ 10.04% |
$22.9K - $27K
|
3.44K
$200K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
305+ 2.89% |
$22.2K - $26.2K
|
10.8K
$630K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
302+ 1.11% |
$22K - $25.9K
|
27.5K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300New |
$21.9K - $25.7K
|
300
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.49% |
$21.9K - $25.7K
|
61.3K
$3.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
291+ 2.33% |
$21.2K - $25K
|
12.8K
$741K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
291+ 23.06% |
$21.2K - $25K
|
1.55K
$90.3K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
290+ 0.07% |
$21.1K - $24.9K
|
433K
$25.2M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
290+ 0.07% |
$21.1K - $24.9K
|
433K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
278+ 0.87% |
$20.3K - $23.9K
|
32.4K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
278New |
$20.3K - $23.9K
|
278
$16.2K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
270+ 7.15% |
$19.7K - $23.2K
|
4.05K
$235K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
269+ 3.19% |
$19.6K - $23.1K
|
8.7K
$505K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
264+ 0.19% |
$19.2K - $22.7K
|
139K
$8.08M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
262New |
$19.1K - $22.5K
|
262
$15.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
257+ 0.63% |
$18.7K - $22.1K
|
41K
$2.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
244+ 5.86% |
$17.8K - $20.9K
|
4.41K
$256K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
235+ 470.0% |
$17.1K - $20.2K
|
285
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
233+ 1.7% |
$17K - $20K
|
14K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
231+ 275.0% |
$16.8K - $19.8K
|
315
$18.3K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
215+ 1.09% |
$15.7K - $18.5K
|
20K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
214+ 8.92% |
$15.6K - $18.4K
|
2.61K
$152K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
210+ 4.19% |
$15.3K - $18K
|
5.22K
$304K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
202+ 10.81% |
$14.7K - $17.3K
|
2.07K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
200+ 21.1% |
$14.6K - $17.2K
|
1.15K
$66.7K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
191+ 0.83% |
$13.9K - $16.4K
|
23.3K
$1.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
182+ 1.46% |
$13.3K - $15.6K
|
12.6K
$734K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
182+ 2.73% |
$13.3K - $15.6K
|
6.85K
$398K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
181New |
$13.2K - $15.5K
|
181
$10.5K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
180+ 0.26% |
$13.1K - $15.4K
|
70K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
179+ 4.16% |
$13K - $15.4K
|
4.48K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
172+ 4.47% |
$12.5K - $14.8K
|
4.02K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
159+ 2.34% |
$11.6K - $13.6K
|
6.97K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
151+ 3.82% |
$11K - $13K
|
4.1K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
149+ 46.27% |
$10.9K - $12.8K
|
471
$27.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
149+ 0.52% |
$10.9K - $12.8K
|
28.8K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
148+ 12.22% |
$10.8K - $12.7K
|
1.36K
$79K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
143+ 2.83% |
$10.4K - $12.3K
|
5.2K
$302K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
140+ 0.71% |
$10.2K - $12K
|
19.9K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
128+ 0.87% |
$9.33K - $11K
|
14.8K
$860K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.17% |
$8.67K - $10.2K
|
5.59K
$325K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
119New |
$8.67K - $10.2K
|
119
$6.92K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
115+ 3.28% |
$8.38K - $9.87K
|
3.63K
$211K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
112+ 3.11% |
$8.16K - $9.61K
|
3.71K
$216K
|