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 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
635+ 2.76% |
$33.5K - $40.8K
|
23.7K
$1.38M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
600+ 38.17% |
$31.7K - $38.6K
|
2.17K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
594+ 1.59% |
$31.4K - $38.2K
|
37.9K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
593+ 9.52% |
$31.3K - $38.1K
|
6.82K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
571+ 7.99% |
$30.1K - $36.7K
|
7.72K
$449K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
563+ 16.69% |
$29.7K - $36.2K
|
3.94K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
563+ 17.58% |
$29.7K - $36.2K
|
3.77K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
552+ 7.36% |
$29.1K - $35.5K
|
8.05K
$468K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
517+ 4.3% |
$27.3K - $33.2K
|
12.5K
$729K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
493+ 12.68% |
$26K - $31.7K
|
4.38K
$255K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
488+ 12.99% |
$25.8K - $31.4K
|
4.24K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
488+ 1.92% |
$25.8K - $31.4K
|
25.9K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
470+ 4.86% |
$24.8K - $30.2K
|
10.2K
$590K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
459New |
$24.2K - $29.5K
|
459
$26.7K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
434+ 1.79% |
$22.9K - $27.9K
|
24.7K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
418+ 4.1% |
$22.1K - $26.9K
|
10.6K
$617K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
400+ 46.14% |
$21.1K - $25.7K
|
1.27K
$73.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
386+ 61.56% |
$20.4K - $24.8K
|
1.01K
$58.9K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
375+ 186.57% |
$19.8K - $24.1K
|
576
$33.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
357+ 25.85% |
$18.8K - $23K
|
1.74K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
346+ 10.14% |
$18.3K - $22.2K
|
3.76K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
344+ 50.22% |
$18.2K - $22.1K
|
1.03K
$59.8K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
343+ 2.91% |
$18.1K - $22.1K
|
12.1K
$706K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
329+ 2350.0% |
$17.4K - $21.2K
|
343
$19.9K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
314+ 4.35% |
$16.6K - $20.2K
|
7.53K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
314+ 2.24% |
$16.6K - $20.2K
|
14.3K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
287New |
$15.1K - $18.5K
|
287
$16.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
282+ 0.46% |
$14.9K - $18.1K
|
61.5K
$3.57M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 83.64% |
$14.6K - $17.7K
|
606
$35.2K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
261+ 19.82% |
$13.8K - $16.8K
|
1.58K
$91.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
250+ 3.11% |
$13.2K - $16.1K
|
8.3K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
243+ 1.82% |
$12.8K - $15.6K
|
13.6K
$791K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
243+ 2.11% |
$12.8K - $15.6K
|
11.7K
$682K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
240+ 1.25% |
$12.7K - $15.4K
|
19.5K
$1.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
240+ 5.82% |
$12.7K - $15.4K
|
4.37K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
234+ 2.52% |
$12.4K - $15K
|
9.51K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
232+ 2577.78% |
$12.2K - $14.9K
|
241
$14K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
225+ 4.55% |
$11.9K - $14.5K
|
5.17K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Grace & White Inc
|
BUY
|
- |
218+ 5.19% |
$11.5K - $14K
|
4.42K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
207+ 220.21% |
$10.9K - $13.3K
|
301
$17.5K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
201+ 62.62% |
$10.6K - $12.9K
|
522
$30.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
192+ 2.48% |
$10.1K - $12.3K
|
7.94K
$462K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
181New |
$9.55K - $11.6K
|
181
$10.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
181+ 49.73% |
$9.55K - $11.6K
|
545
$31.7K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
180New |
$9.5K - $11.6K
|
180
$10.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
178+ 4.22% |
$9.39K - $11.4K
|
4.4K
$256K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
174+ 0.87% |
$9.18K - $11.2K
|
20.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
173New |
$9.13K - $11.1K
|
173
$10.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
170+ 73.59% |
$8.97K - $10.9K
|
401
$23.3K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
168New |
$8.87K - $10.8K
|
168
$9.76K
|