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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
SELL
|
- |
-445- 13.42% |
$30.2K - $36K
|
2.87K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-458- 3.49% |
$31.1K - $37K
|
12.6K
$735K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-472- 70.24% |
$32.1K - $38.1K
|
200
$11.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-477- 1.77% |
$32.4K - $38.6K
|
26.5K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-479- 0.76% |
$32.5K - $38.7K
|
62.4K
$3.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-485- 13.17% |
$32.9K - $39.2K
|
3.2K
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-490- 11.37% |
$33.3K - $39.6K
|
3.82K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-502- 7.28% |
$34.1K - $40.6K
|
6.39K
$371K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-510- 7.56% |
$34.6K - $41.2K
|
6.24K
$362K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-523- 6.76% |
$35.5K - $42.3K
|
7.22K
$420K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-528- 5.57% |
$35.9K - $42.7K
|
8.95K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-551- 15.7% |
$37.4K - $44.5K
|
2.96K
$172K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-575- 10.96% |
$39.1K - $46.5K
|
4.67K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-587- 1.06% |
$39.9K - $47.4K
|
54.6K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-594- 15.0% |
$40.3K - $48K
|
3.37K
$196K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-604- 11.81% |
$41K - $48.8K
|
4.51K
$262K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-609- 3.8% |
$41.4K - $49.2K
|
15.4K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-626- 1.73% |
$42.5K - $50.6K
|
35.6K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-701- 5.53% |
$47.6K - $56.7K
|
12K
$696K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-725- 21.84% |
$49.2K - $58.6K
|
2.6K
$151K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-747- 92.11% |
$50.7K - $60.4K
|
64
$3.72K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-748- 1.07% |
$50.8K - $60.5K
|
69.5K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-750- 13.31% |
$50.9K - $60.6K
|
4.89K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-756- 14.47% |
$51.3K - $61.1K
|
4.47K
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-759- 8.51% |
$51.6K - $61.3K
|
8.16K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-762- 2.27% |
$51.8K - $61.6K
|
32.8K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-794- 10.26% |
$53.9K - $64.2K
|
6.95K
$404K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-794- 2.04% |
$53.9K - $64.2K
|
38.1K
$2.22M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-800- 44.44% |
$54.3K - $64.7K
|
1K
$58.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-861- 0.03% |
$58.5K - $69.6K
|
3.4M
$198M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-866- 21.55% |
$58.8K - $70K
|
3.15K
$183K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-871- 25.97% |
$59.2K - $70.4K
|
2.48K
$144K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-890- 0.87% |
$60.4K - $71.9K
|
102K
$5.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-893- 5.68% |
$60.7K - $72.2K
|
14.8K
$862K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-932- 2.79% |
$63.3K - $75.3K
|
32.5K
$1.89M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-955- 2.92% |
$64.9K - $77.2K
|
31.8K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-975- 24.08% |
$66.2K - $78.8K
|
3.07K
$179K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 4.42% |
$67.9K - $80.8K
|
21.6K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.11K- 12.09% |
$75.4K - $89.7K
|
8.07K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.16K- 1.72% |
$78.7K - $93.7K
|
66.3K
$3.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 27.05% |
$81K - $96.4K
|
3.22K
$187K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.23K- 9.05% |
$83.3K - $99.2K
|
12.3K
$717K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.24K- 21.24% |
$83.9K - $99.9K
|
4.58K
$266K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.27K- 27.55% |
$86.1K - $102K
|
3.34K
$194K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.27K- 1.42% |
$86.5K - $103K
|
88.5K
$5.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.3K- 8.19% |
$88K - $105K
|
14.5K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.3K- 22.17% |
$88.1K - $105K
|
4.55K
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.35K- 22.47% |
$91.7K - $109K
|
4.66K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.38K- 6.03% |
$93.4K - $111K
|
21.4K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.39K- 7.74% |
$94.1K - $112K
|
16.5K
$959K
|