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 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.12% |
$475 - $566
|
5.79K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8- 0.15% |
$543 - $647
|
5.22K
$303K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 44.44% |
$543 - $647
|
10
$581
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 9.2% |
$543 - $647
|
79
$4.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9- 1.91% |
$611 - $727
|
462
$26.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 1.25% |
$679 - $808
|
787
$45.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-10- 0.19% |
$679 - $808
|
5.27K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12- 21.82% |
$815 - $970
|
43
$2.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.12% |
$883 - $1.05K
|
10.9K
$633K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-15- 0.03% |
$1.02K - $1.21K
|
56.6K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-15- 0.44% |
$1.02K - $1.21K
|
3.39K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.59% |
$1.22K - $1.45K
|
3.03K
$176K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-18- 6.08% |
$1.22K - $1.45K
|
278
$16.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 3.18% |
$1.36K - $1.62K
|
609
$35.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21- 0.42% |
$1.43K - $1.7K
|
4.94K
$287K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-21- 0.6% |
$1.43K - $1.7K
|
3.5K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-23- 0.47% |
$1.56K - $1.86K
|
4.91K
$285K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 42.37% |
$1.7K - $2.02K
|
34
$1.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25- 4.23% |
$1.7K - $2.02K
|
566
$32.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-29- 1.65% |
$1.97K - $2.34K
|
1.73K
$100K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-29- 0.01% |
$1.97K - $2.34K
|
197K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-29- 0.23% |
$1.97K - $2.34K
|
12.8K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-30- 0.33% |
$2.04K - $2.42K
|
9.13K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 0.63% |
$2.24K - $2.67K
|
5.22K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-35- 0.59% |
$2.38K - $2.83K
|
5.94K
$345K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38- 2.18% |
$2.58K - $3.07K
|
1.7K
$98.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 5.2% |
$2.78K - $3.31K
|
748
$43.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 5.2% |
$2.78K - $3.31K
|
748
$43.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-42- 0.58% |
$2.85K - $3.39K
|
7.15K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-42- 37.84% |
$2.85K - $3.39K
|
69
$4.01K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-43- 0.46% |
$2.92K - $3.48K
|
9.29K
$540K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-47- 0.93% |
$3.19K - $3.8K
|
5.03K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-48- 8.6% |
$3.26K - $3.88K
|
510
$29.6K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-49- 0.04% |
$3.33K - $3.96K
|
139K
$8.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-55- 7.08% |
$3.74K - $4.45K
|
722
$42K
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-60- 1.09% |
$4.08K - $4.85K
|
5.47K
$318K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 1.53% |
$4.96K - $5.9K
|
4.69K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 1.53% |
$4.96K - $5.9K
|
4.69K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-78- 0.85% |
$5.3K - $6.3K
|
9.06K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 4.26% |
$5.43K - $6.47K
|
1.8K
$104K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-80- 9.17% |
$5.43K - $6.47K
|
792
$46K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-80- 2.33% |
$5.43K - $6.47K
|
3.36K
$195K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-81- 1.81% |
$5.5K - $6.55K
|
4.39K
$255K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-88- 0.84% |
$5.98K - $7.11K
|
10.4K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89- 14.78% |
$6.04K - $7.19K
|
513
$29.8K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-90Closed |
$6.11K - $7.27K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-92- 0.58% |
$6.25K - $7.44K
|
15.9K
$923K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-93- 5.9% |
$6.32K - $7.52K
|
1.48K
$86.2K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-93- 33.33% |
$6.32K - $7.52K
|
186
$10.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-99- 7.28% |
$6.72K - $8K
|
1.26K
$73.2K
|