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 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 72.73% |
$1.75K - $2.06K
|
57
$3.61K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23+ 0.47% |
$1.68K - $1.97K
|
4.93K
$312K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
21+ 0.31% |
$1.53K - $1.8K
|
6.87K
$435K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
21+ 0.65% |
$1.53K - $1.8K
|
3.26K
$206K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
20+ 0.76% |
$1.46K - $1.72K
|
2.65K
$168K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
19+ 1.52% |
$1.38K - $1.63K
|
1.27K
$80.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 6.47% |
$1.31K - $1.54K
|
296
$18.7K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17+ 0.57% |
$1.24K - $1.46K
|
3K
$190K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16+ 0.17% |
$1.17K - $1.37K
|
9.5K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
15+ 0.03% |
$1.09K - $1.29K
|
55.2K
$3.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
14+ 0.14% |
$1.02K - $1.2K
|
10.3K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 5.26% |
$947 - $1.12K
|
260
$16.5K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
12+ 0.2% |
$875 - $1.03K
|
5.92K
$375K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12+ 0.31% |
$875 - $1.03K
|
3.88K
$246K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
11+ 0.59% |
$802 - $944
|
1.88K
$119K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$729 - $858
|
10
$633
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.38% |
$729 - $858
|
2.66K
$168K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
10New |
$729 - $858
|
10
$633
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.27% |
$656 - $772
|
3.28K
$208K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$583 - $687
|
3.82K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 3.62% |
$583 - $687
|
229
$14.5K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.2% |
$510 - $601
|
3.49K
$221K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7New |
$510 - $601
|
7
$443
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.86% |
$510 - $601
|
825
$52.2K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7New |
$510 - $601
|
7
$443
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 1.92% |
$437 - $515
|
318
$20.1K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 42.86% |
$437 - $515
|
20
$1.27K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.09% |
$364 - $429
|
5.8K
$367K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 0.38% |
$364 - $429
|
1.33K
$84.4K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3+ 0.02% |
$219 - $257
|
12.8K
$812K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 7.69% |
$219 - $257
|
42
$2.66K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3+ 0.08% |
$219 - $257
|
3.96K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.76K
$175K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$146 - $172
|
5.22K
$331K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.77% |
$146 - $172
|
262
$16.6K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2+ 0.07% |
$146 - $172
|
2.97K
$188K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$72.9 - $85.8
|
3.04K
$192K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.04% |
$72.9 - $85.8
|
2.59K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.17% |
$72.9 - $85.8
|
602
$38.1K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1- 10.0% |
$72.9 - $85.8
|
9
$570
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.05% |
$146 - $172
|
4.18K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3- 0.11% |
$219 - $257
|
2.73K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 16.67% |
$292 - $343
|
20
$1.27K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 0.57% |
$364 - $429
|
872
$55.2K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5- 0.04% |
$364 - $429
|
14.2K
$899K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 1.78% |
$437 - $515
|
332
$21K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7- 10.29% |
$510 - $601
|
61
$3.86K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 30.43% |
$510 - $601
|
16
$1.01K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7- 0.16% |
$510 - $601
|
4.38K
$277K
|