Purchases and Sales Made in Q1 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q1 2024. 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 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-193- 2.81% |
$10.2K - $12.4K
|
6.67K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-222- 7.01% |
$11.7K - $14.3K
|
2.94K
$171K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-230- 11.31% |
$12.1K - $14.8K
|
1.8K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-245- 79.03% |
$12.9K - $15.8K
|
65
$3.78K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-247- 0.91% |
$13K - $15.9K
|
27K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-262- 3.07% |
$13.8K - $16.8K
|
8.27K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-263- 6.29% |
$13.9K - $16.9K
|
3.92K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-293- 57.91% |
$15.5K - $18.8K
|
213
$12.4K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-296- 22.31% |
$15.6K - $19K
|
1.03K
$59.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-330- 15.66% |
$17.4K - $21.2K
|
1.78K
$103K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-335- 49.41% |
$17.7K - $21.5K
|
343
$19.9K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-350- 5.52% |
$18.5K - $22.5K
|
5.99K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-365- 4.37% |
$19.3K - $23.5K
|
7.99K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-394- 9.51% |
$20.8K - $25.3K
|
3.75K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-413- 3.59% |
$21.8K - $26.6K
|
11.1K
$645K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-426- 37.11% |
$22.5K - $27.4K
|
722
$42K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-428- 10.36% |
$22.6K - $27.5K
|
3.71K
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-429- 8.73% |
$22.6K - $27.6K
|
4.49K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-451- 5.08% |
$23.8K - $29K
|
8.42K
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-457- 4.35% |
$24.1K - $29.4K
|
10.1K
$584K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-469- 9.37% |
$24.8K - $30.2K
|
4.54K
$264K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-476- 0.88% |
$25.1K - $30.6K
|
53.9K
$3.13M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-499- 11.78% |
$26.3K - $32.1K
|
3.74K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-519- 2.03% |
$27.4K - $33.4K
|
25K
$1.45M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-521- 2.1% |
$27.5K - $33.5K
|
24.3K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-525- 5.64% |
$27.7K - $33.8K
|
8.78K
$510K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-540- 37.58% |
$28.5K - $34.7K
|
897
$52.1K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-555- 13.15% |
$29.3K - $35.7K
|
3.67K
$213K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-578- 16.83% |
$30.5K - $37.2K
|
2.86K
$166K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-583- 11.71% |
$30.8K - $37.5K
|
4.4K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-589- 11.63% |
$31.1K - $37.9K
|
4.48K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-590- 12.85% |
$31.1K - $37.9K
|
4K
$233K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-590- 13.49% |
$31.1K - $37.9K
|
3.79K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-590- 4.76% |
$31.1K - $37.9K
|
11.8K
$685K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-650- 3.18% |
$34.3K - $41.8K
|
19.8K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-651- 13.25% |
$34.4K - $41.9K
|
4.26K
$248K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-696- 25.04% |
$36.7K - $44.7K
|
2.08K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-712- 11.78% |
$37.6K - $45.8K
|
5.33K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-716- 16.05% |
$37.8K - $46K
|
3.75K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-720- 12.29% |
$38K - $46.3K
|
5.14K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-727- 15.05% |
$38.4K - $46.7K
|
4.11K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-736- 13.16% |
$38.8K - $47.3K
|
4.86K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-747- 16.99% |
$39.4K - $48K
|
3.65K
$212K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-758- 3.01% |
$40K - $48.7K
|
24.4K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-760- 42.99% |
$40.1K - $48.9K
|
1.01K
$58.6K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-776- 11.67% |
$41K - $49.9K
|
5.88K
$341K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-781- 52.45% |
$41.2K - $50.2K
|
708
$41.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-782- 13.05% |
$41.3K - $50.3K
|
5.21K
$303K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 3.79% |
$42.2K - $51.4K
|
20.3K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-823- 7.75% |
$43.4K - $52.9K
|
9.79K
$569K
|