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 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.42K+ 31.56% |
$96.1K - $114K
|
5.9K
$343K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.37K+ 15.49% |
$93K - $111K
|
10.2K
$593K
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.29K+ 13.52% |
$87.5K - $104K
|
10.8K
$629K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.26K+ 7.11% |
$85.6K - $102K
|
19K
$1.1M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 21.61% |
$82K - $97.6K
|
6.8K
$395K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.2K+ 9.38% |
$81.6K - $97.1K
|
14K
$815K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.2K+ 18.94% |
$81.3K - $96.7K
|
7.52K
$437K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.19K+ 2.87% |
$80.9K - $96.3K
|
42.7K
$2.48M
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.19KNew |
$80.5K - $95.8K
|
1.19K
$68.9K
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.18K+ 17.28% |
$80.3K - $95.5K
|
8.02K
$466K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08K+ 3.3% |
$73.2K - $87.1K
|
33.8K
$1.96M
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
1.01K+ 13.11% |
$68.3K - $81.2K
|
8.67K
$504K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
996+ 0.37% |
$67.6K - $80.5K
|
271K
$15.8M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
923+ 11.72% |
$62.7K - $74.6K
|
8.8K
$511K
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
914+ 4.57% |
$62.1K - $73.9K
|
20.9K
$1.21M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
904+ 4.15% |
$61.4K - $73.1K
|
22.7K
$1.32M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
891+ 1.36% |
$60.5K - $72K
|
66.4K
$3.86M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
884New |
$60K - $71.4K
|
884
$51.4K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
866+ 26.56% |
$58.8K - $70K
|
4.13K
$240K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
857New |
$58.2K - $69.3K
|
857
$49.8K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
807+ 28.14% |
$54.8K - $65.2K
|
3.68K
$214K
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 4.96% |
$54.3K - $64.7K
|
16.9K
$983K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
778+ 3.69% |
$52.8K - $62.9K
|
21.8K
$1.27M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
775New |
$52.6K - $62.6K
|
775
$45K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
766+ 10.1% |
$52K - $61.9K
|
8.35K
$485K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
761+ 5.97% |
$51.7K - $61.5K
|
13.5K
$786K
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
754+ 2.7% |
$51.2K - $60.9K
|
28.7K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
729New |
$49.5K - $58.9K
|
729
$42.4K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
726+ 2.24% |
$49.3K - $58.7K
|
33.1K
$1.92M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
720+ 26.49% |
$48.9K - $58.2K
|
3.44K
$200K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
679+ 0.71% |
$46.1K - $54.9K
|
96K
$5.58M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
657+ 35.4% |
$44.6K - $53.1K
|
2.51K
$146K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
638+ 13.14% |
$43.3K - $51.6K
|
5.49K
$319K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
632+ 15.41% |
$42.9K - $51.1K
|
4.73K
$275K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
600+ 1935.48% |
$40.8K - $48.5K
|
631
$36.7K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
589+ 1.39% |
$40K - $47.6K
|
43.1K
$2.5M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
557New |
$37.8K - $45K
|
557
$32.4K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
555+ 4.98% |
$37.7K - $44.9K
|
11.7K
$680K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
533+ 20.53% |
$36.2K - $43.1K
|
3.13K
$182K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
533+ 0.73% |
$36.2K - $43.1K
|
73.1K
$4.25M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
528+ 8.66% |
$35.9K - $42.7K
|
6.63K
$385K
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
528+ 8.26% |
$35.9K - $42.7K
|
6.92K
$402K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
516New |
$35K - $41.7K
|
516
$30K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
508+ 1.84% |
$34.5K - $41.1K
|
28K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
502+ 278.89% |
$34.1K - $40.6K
|
682
$39.6K
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
498+ 6.19% |
$33.8K - $40.2K
|
8.55K
$497K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
471+ 0.44% |
$32K - $38.1K
|
108K
$6.29M
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
454New |
$30.8K - $36.7K
|
454
$26.4K
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
450+ 0.31% |
$30.6K - $36.4K
|
146K
$8.51M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
439+ 25.73% |
$29.8K - $35.5K
|
2.15K
$125K
|