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 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.94K+ 26.65% |
$268K - $319K
|
18.7K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.86KNew |
$262K - $312K
|
3.86K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.82K+ 334.03% |
$259K - $309K
|
4.96K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.79K+ 1.01% |
$258K - $307K
|
381K
$22.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.77K+ 5.85% |
$256K - $305K
|
68.3K
$3.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.71KNew |
$252K - $300K
|
3.71K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.7K+ 8.4% |
$251K - $299K
|
47.7K
$2.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.69KNew |
$251K - $298K
|
3.69K
$215K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$250K - $298K
|
3.69K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.66KNew |
$249K - $296K
|
3.66K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.63KNew |
$246K - $293K
|
3.63K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.6K+ 15.65% |
$245K - $291K
|
26.6K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.58K+ 15.77% |
$243K - $290K
|
26.3K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.5KNew |
$238K - $283K
|
3.5K
$204K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.42KNew |
$232K - $276K
|
3.42K
$199K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.24K+ 4.66% |
$220K - $262K
|
72.8K
$4.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.19K+ 3.9% |
$216K - $257K
|
85K
$4.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 38.34% |
$210K - $250K
|
11.2K
$649K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.07K+ 60.61% |
$208K - $248K
|
8.13K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
2.99K+ 134.32% |
$203K - $242K
|
5.22K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.9KNew |
$197K - $234K
|
2.9K
$168K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
2.9KNew |
$197K - $234K
|
2.9K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.87K+ 102.61% |
$195K - $232K
|
5.67K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.87KNew |
$195K - $232K
|
2.87K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.87K+ 78.38% |
$195K - $232K
|
6.53K
$379K
|
|
|
Sep 20, 2023
Q2 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
2.85K+ 32.46% |
$193K - $230K
|
11.6K
$676K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.82KNew |
$192K - $228K
|
2.82K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.73K+ 35.94% |
$185K - $221K
|
10.3K
$600K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.67K+ 29.38% |
$181K - $215K
|
11.7K
$682K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.65K+ 5.96% |
$180K - $214K
|
47.1K
$2.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.51K+ 4.08% |
$170K - $203K
|
64K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.5KNew |
$170K - $202K
|
2.5K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
2.42K+ 5.48% |
$165K - $196K
|
46.6K
$2.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
2.34K+ 11.34% |
$159K - $189K
|
23K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.3K+ 10.16% |
$156K - $186K
|
25K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
2.3K+ 11.56% |
$156K - $186K
|
22.2K
$1.29M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.28K+ 1037.73% |
$155K - $185K
|
2.5K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.24K+ 12461.11% |
$152K - $181K
|
2.26K
$131K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.19K+ 17.31% |
$148K - $177K
|
14.8K
$861K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.9KNew |
$129K - $154K
|
1.9K
$110K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.85K+ 13.23% |
$125K - $149K
|
15.8K
$919K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.82K+ 4.31% |
$123K - $147K
|
43.9K
$2.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.8K+ 629.82% |
$122K - $145K
|
2.08K
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.79K+ 2.09% |
$122K - $145K
|
87.3K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 6.19% |
$122K - $145K
|
30.7K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
1.76K+ 3.36% |
$119K - $142K
|
53.9K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.69K+ 1.12% |
$115K - $137K
|
152K
$8.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.57KNew |
$106K - $127K
|
1.57K
$91.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.51K+ 3.58% |
$103K - $122K
|
43.7K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.5K+ 45.86% |
$102K - $121K
|
4.76K
$277K
|