Purchases and Sales Made in Q2 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-100- 5.16% |
$6.79K - $8.08K
|
1.84K
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 1.98% |
$6.79K - $8.08K
|
4.95K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-103- 92.79% |
$7K - $8.32K
|
8
$465
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-104- 1.33% |
$7.06K - $8.41K
|
7.74K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-117- 0.61% |
$7.95K - $9.46K
|
19.1K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-120- 33.33% |
$8.15K - $9.7K
|
240
$13.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-126- 9.94% |
$8.56K - $10.2K
|
1.14K
$66.3K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-126- 9.94% |
$8.56K - $10.2K
|
1.14K
$66.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-138- 0.93% |
$9.37K - $11.2K
|
14.7K
$852K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-140- 2.81% |
$9.51K - $11.3K
|
4.84K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-141- 3.36% |
$9.58K - $11.4K
|
4.06K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-146- 0.59% |
$9.92K - $11.8K
|
24.8K
$1.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-148- 28.19% |
$10.1K - $12K
|
377
$21.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 0.7% |
$10.2K - $12.1K
|
21.2K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-152- 0.79% |
$10.3K - $12.3K
|
19.1K
$1.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-156- 42.05% |
$10.6K - $12.6K
|
215
$12.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-158- 0.65% |
$10.7K - $12.8K
|
24.1K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-161- 2.25% |
$10.9K - $13K
|
7K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-162- 0.3% |
$11K - $13.1K
|
54.3K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-170- 1.84% |
$11.5K - $13.7K
|
9.06K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-175- 1.8% |
$11.9K - $14.1K
|
9.53K
$554K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-184- 1.9% |
$12.5K - $14.9K
|
9.52K
$553K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-185- 1.33% |
$12.6K - $15K
|
13.7K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-187- 0.39% |
$12.7K - $15.1K
|
47.3K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-199- 1.36% |
$13.5K - $16.1K
|
14.4K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-212- 0.68% |
$14.4K - $17.1K
|
31K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-218- 2.69% |
$14.8K - $17.6K
|
7.9K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-229- 33.43% |
$15.6K - $18.5K
|
456
$26.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-230- 3.27% |
$15.6K - $18.6K
|
6.8K
$395K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-233- 6.28% |
$15.8K - $18.8K
|
3.48K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-238- 6.96% |
$16.2K - $19.2K
|
3.18K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-241- 5.41% |
$16.4K - $19.5K
|
4.22K
$245K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-242- 7.0% |
$16.4K - $19.6K
|
3.22K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 6.41% |
$17K - $20.2K
|
3.65K
$212K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-251- 15.51% |
$17K - $20.3K
|
1.37K
$79.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-258- 3.22% |
$17.5K - $20.9K
|
7.75K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-270- 6.67% |
$18.3K - $21.8K
|
3.78K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-284- 7.54% |
$19.3K - $23K
|
3.48K
$202K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-293- 15.69% |
$19.9K - $23.7K
|
1.57K
$91.5K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-301- 3.13% |
$20.4K - $24.3K
|
9.33K
$542K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-311- 10.66% |
$21.1K - $25.1K
|
2.61K
$152K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-317- 1.72% |
$21.5K - $25.6K
|
18.1K
$1.05M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-318Closed |
$21.6K - $25.7K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-376- 2.41% |
$25.5K - $30.4K
|
15.2K
$884K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-400- 1.18% |
$27.2K - $32.3K
|
33.6K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-413- 1.43% |
$28.1K - $33.4K
|
28.4K
$1.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-414- 1.42% |
$28.1K - $33.5K
|
28.7K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-416- 9.01% |
$28.3K - $33.6K
|
4.2K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-429- 2.15% |
$29.1K - $34.7K
|
19.5K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-431- 1.19% |
$29.3K - $34.8K
|
35.8K
$2.08M
|