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
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$2.04K - $2.42K
|
30
$1.74K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30+ 1.29% |
$2.04K - $2.42K
|
2.35K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29+ 0.23% |
$1.97K - $2.34K
|
12.7K
$735K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
29+ 0.85% |
$1.97K - $2.34K
|
3.42K
$199K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 9.12% |
$1.97K - $2.34K
|
347
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
29+ 24.58% |
$1.97K - $2.34K
|
147
$8.54K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.32% |
$1.77K - $2.1K
|
8.08K
$470K
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
25+ 0.1% |
$1.7K - $2.02K
|
25.5K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
24+ 0.73% |
$1.63K - $1.94K
|
3.31K
$192K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
24+ 0.4% |
$1.63K - $1.94K
|
5.99K
$348K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
23+ 0.34% |
$1.56K - $1.86K
|
6.89K
$400K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
21+ 0.69% |
$1.43K - $1.7K
|
3.04K
$177K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.1% |
$1.36K - $1.62K
|
20.7K
$1.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 200.0% |
$1.36K - $1.62K
|
30
$1.74K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19New |
$1.29K - $1.54K
|
19
$1.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
19+ 1.69% |
$1.29K - $1.54K
|
1.14K
$66.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18New |
$1.22K - $1.45K
|
18
$1.05K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 0.46% |
$1.09K - $1.29K
|
3.46K
$201K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
15+ 0.36% |
$1.02K - $1.21K
|
4.18K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
14+ 0.2% |
$951 - $1.13K
|
6.98K
$406K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$951 - $1.13K
|
14
$814
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
13+ 0.33% |
$883 - $1.05K
|
3.89K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12New |
$815 - $970
|
12
$697
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
11New |
$747 - $889
|
11
$639
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
11+ 0.33% |
$747 - $889
|
3.31K
$192K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
11+ 0.73% |
$747 - $889
|
1.53K
$88.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
11+ 1.74% |
$747 - $889
|
643
$37.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
10New |
$679 - $808
|
10
$581
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 0.97% |
$543 - $647
|
833
$48.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 13.33% |
$543 - $647
|
68
$3.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.27% |
$543 - $647
|
3.01K
$175K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 0.14% |
$475 - $566
|
4.87K
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 35.0% |
$475 - $566
|
27
$1.57K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.21% |
$408 - $485
|
2.85K
$166K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.07% |
$408 - $485
|
8.81K
$512K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5New |
$340 - $404
|
5
$291
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 3.88% |
$272 - $323
|
107
$6.22K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.15% |
$204 - $242
|
265
$15.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.23% |
$204 - $242
|
1.33K
$77.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.03% |
$204 - $242
|
10.5K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$67.9 - $80.8
|
1
$58.1
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.56% |
$67.9 - $80.8
|
40
$2.32K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$67.9 - $80.8
|
525
$30.5K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$67.9 - $80.8
|
4.18K
$243K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 6.25% |
$67.9 - $80.8
|
15
$872
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.03% |
$136 - $162
|
5.88K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5- 71.43% |
$340 - $404
|
2
$116
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 2.62% |
$408 - $485
|
223
$13K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 1.81% |
$408 - $485
|
326
$18.9K
|