Purchases and Sales Made in Q2 2022 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 16.9% |
$936 - $1.12K
|
59
$3.43K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13- 0.27% |
$1.01K - $1.21K
|
4.88K
$283K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-14Closed |
$1.09K - $1.31K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 42.86% |
$1.17K - $1.4K
|
20
$1.16K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-16- 0.13% |
$1.25K - $1.49K
|
12.2K
$708K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-18Closed |
$1.4K - $1.68K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-19- 0.67% |
$1.48K - $1.77K
|
2.81K
$163K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-20- 9.76% |
$1.56K - $1.87K
|
185
$10.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-22- 0.15% |
$1.72K - $2.05K
|
15.1K
$880K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-22- 1.09% |
$1.72K - $2.05K
|
2.01K
$117K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-22Closed |
$1.72K - $2.05K
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-22- 1.09% |
$1.72K - $2.05K
|
2.01K
$117K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-24Closed |
$1.87K - $2.24K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-29- 0.16% |
$2.26K - $2.71K
|
18.6K
$1.08M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-39Closed |
$3.04K - $3.64K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45- 0.76% |
$3.51K - $4.2K
|
5.84K
$339K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-46- 0.01% |
$3.59K - $4.29K
|
310K
$18M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-47- 64.38% |
$3.67K - $4.39K
|
26
$1.51K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-49- 1.34% |
$3.82K - $4.57K
|
3.6K
$209K
|
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-50- 0.98% |
$3.9K - $4.67K
|
5.05K
$293K
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.53% |
$3.9K - $4.67K
|
9.33K
$542K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-50- 0.91% |
$3.9K - $4.67K
|
5.46K
$317K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 14.64% |
$4.13K - $4.94K
|
309
$18K
|
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-54- 1.44% |
$4.21K - $5.04K
|
3.69K
$214K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-55- 0.39% |
$4.29K - $5.13K
|
14.2K
$825K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-55- 1.34% |
$4.29K - $5.13K
|
4.06K
$236K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-56- 4.06% |
$4.37K - $5.22K
|
1.32K
$77K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 1.67% |
$4.44K - $5.32K
|
3.35K
$195K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-59- 51.3% |
$4.6K - $5.5K
|
56
$3.25K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-60- 5.15% |
$4.68K - $5.6K
|
1.11K
$64.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-63- 2.04% |
$4.91K - $5.88K
|
3.03K
$176K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-70- 1.04% |
$5.46K - $6.53K
|
6.67K
$388K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-76- 19.59% |
$5.93K - $7.09K
|
312
$18.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-84- 3.04% |
$6.55K - $7.84K
|
2.68K
$156K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-85- 1.04% |
$6.63K - $7.93K
|
8.08K
$469K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-85- 0.3% |
$6.63K - $7.93K
|
27.8K
$1.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-86- 17.59% |
$6.71K - $8.02K
|
403
$23.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-92Closed |
$7.17K - $8.58K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-93- 0.19% |
$7.25K - $8.68K
|
49.4K
$2.87M
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-95- 1.7% |
$7.41K - $8.86K
|
5.5K
$320K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-96- 2.12% |
$7.49K - $8.96K
|
4.44K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-96- 1.72% |
$7.49K - $8.96K
|
5.5K
$319K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-97- 2.47% |
$7.56K - $9.05K
|
3.83K
$223K
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-100- 0.93% |
$7.8K - $9.33K
|
10.6K
$618K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-100- 1.78% |
$7.8K - $9.33K
|
5.52K
$321K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-105- 2.14% |
$8.19K - $9.8K
|
4.81K
$280K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-117- 2.46% |
$9.12K - $10.9K
|
4.65K
$270K
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-119Closed |
$9.28K - $11.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-119- 2.55% |
$9.28K - $11.1K
|
4.55K
$265K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-121- 1.87% |
$9.44K - $11.3K
|
6.33K
$368K
|