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 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
79+ 0.06% |
$6.16K - $7.37K
|
135K
$7.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
77+ 1.69% |
$6K - $7.18K
|
4.62K
$269K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
72New |
$5.61K - $6.72K
|
72
$4.18K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70+ 500.0% |
$5.46K - $6.53K
|
84
$4.88K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
67New |
$5.22K - $6.25K
|
67
$3.89K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
67+ 1.37% |
$5.22K - $6.25K
|
4.94K
$287K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
63+ 0.83% |
$4.91K - $5.88K
|
7.61K
$442K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
63+ 1.07% |
$4.91K - $5.88K
|
5.93K
$345K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
61+ 2.38% |
$4.76K - $5.69K
|
2.63K
$153K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
60+ 0.44% |
$4.68K - $5.6K
|
13.8K
$802K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
57+ 0.92% |
$4.44K - $5.32K
|
6.27K
$364K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
55+ 1.72% |
$4.29K - $5.13K
|
3.25K
$189K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.67% |
$4.13K - $4.94K
|
3.22K
$187K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 23.26% |
$3.9K - $4.67K
|
265
$15.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49New |
$3.82K - $4.57K
|
49
$2.85K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
49+ 34.03% |
$3.82K - $4.57K
|
193
$11.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47+ 1.35% |
$3.67K - $4.39K
|
3.53K
$205K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
47New |
$3.67K - $4.39K
|
47
$2.73K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
47New |
$3.67K - $4.39K
|
47
$2.73K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 7.26% |
$3.51K - $4.2K
|
665
$38.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 3.87% |
$3.28K - $3.92K
|
1.13K
$65.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41+ 22.28% |
$3.2K - $3.83K
|
225
$13.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
38+ 0.72% |
$2.96K - $3.55K
|
5.3K
$308K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
36New |
$2.81K - $3.36K
|
36
$2.09K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
34New |
$2.65K - $3.17K
|
34
$1.98K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
32+ 4.75% |
$2.5K - $2.99K
|
705
$41K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
29+ 0.68% |
$2.26K - $2.71K
|
4.28K
$249K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
29+ 0.71% |
$2.26K - $2.71K
|
4.11K
$239K
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
28+ 0.28% |
$2.18K - $2.61K
|
9.88K
$574K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
28+ 4.94% |
$2.18K - $2.61K
|
595
$34.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
25+ 0.7% |
$1.95K - $2.33K
|
3.59K
$209K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
25+ 0.51% |
$1.95K - $2.33K
|
4.91K
$285K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 1.12% |
$1.87K - $2.24K
|
2.17K
$126K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.18% |
$1.79K - $2.15K
|
12.9K
$748K
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
22+ 1.11% |
$1.72K - $2.05K
|
2K
$116K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
22+ 0.15% |
$1.72K - $2.05K
|
14.6K
$846K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
21+ 0.24% |
$1.64K - $1.96K
|
8.64K
$502K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20New |
$1.56K - $1.87K
|
20
$1.16K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
19+ 0.74% |
$1.48K - $1.77K
|
2.59K
$151K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
17+ 0.58% |
$1.33K - $1.59K
|
2.96K
$172K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 0.77% |
$1.33K - $1.59K
|
2.24K
$130K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
16New |
$1.25K - $1.49K
|
16
$930
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15New |
$1.17K - $1.4K
|
15
$872
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
15+ 19.23% |
$1.17K - $1.4K
|
93
$5.41K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14New |
$1.09K - $1.31K
|
14
$814
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14+ 3.93% |
$1.09K - $1.31K
|
370
$21.5K
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
14+ 0.48% |
$1.09K - $1.31K
|
2.95K
$172K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.14% |
$1.09K - $1.31K
|
9.88K
$574K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
13+ 0.21% |
$1.01K - $1.21K
|
6.16K
$358K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 0.24% |
$936 - $1.12K
|
5.06K
$294K
|