Purchases and Sales Made in Q2 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q2 2024. 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 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-379- 5.82% |
$21.5K - $23.5K
|
6.14K
$357K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-387- 25.23% |
$21.9K - $24K
|
1.15K
$66.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-392- 3.47% |
$22.2K - $24.3K
|
10.9K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-395- 5.93% |
$22.4K - $24.5K
|
6.27K
$364K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 1.97% |
$22.7K - $24.8K
|
19.9K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-407- 0.82% |
$23.1K - $25.2K
|
49.5K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-415- 14.53% |
$23.5K - $25.7K
|
2.44K
$142K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-427- 9.74% |
$24.2K - $26.4K
|
3.96K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-430- 1.59% |
$24.4K - $26.6K
|
26.6K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-450- 2.19% |
$25.5K - $27.9K
|
20.1K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-451- 3.31% |
$25.6K - $27.9K
|
13.2K
$765K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-457- 10.46% |
$25.9K - $28.3K
|
3.91K
$227K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-459- 10.77% |
$26K - $28.4K
|
3.8K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-462- 7.83% |
$26.2K - $28.6K
|
5.44K
$316K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-495- 4.43% |
$28.1K - $30.7K
|
10.7K
$620K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 7.36% |
$28.4K - $31K
|
6.3K
$366K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-521- 4.91% |
$29.5K - $32.3K
|
10.1K
$587K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-547- 5.83% |
$31K - $33.9K
|
8.83K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-551- 25.37% |
$31.2K - $34.1K
|
1.62K
$94.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-557- 9.68% |
$31.6K - $34.5K
|
5.2K
$302K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-573- 4.88% |
$32.5K - $35.5K
|
11.2K
$649K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-580- 12.95% |
$32.9K - $35.9K
|
3.9K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-593- 13.49% |
$33.6K - $36.7K
|
3.8K
$221K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-636- 4.8% |
$36.1K - $39.4K
|
12.6K
$733K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-650- 10.27% |
$36.9K - $40.2K
|
5.68K
$330K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-670- 97.67% |
$38K - $41.5K
|
16
$930
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-674- 1.07% |
$38.2K - $41.7K
|
62.1K
$3.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-674- 11.47% |
$38.2K - $41.7K
|
5.2K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-678- 1.42% |
$38.4K - $42K
|
47.2K
$2.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-682- 0.93% |
$38.7K - $42.2K
|
72.3K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-684- 3.7% |
$38.8K - $42.4K
|
17.8K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-700- 11.11% |
$39.7K - $43.3K
|
5.6K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-700- 13.18% |
$39.7K - $43.3K
|
4.61K
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-707- 5.98% |
$40.1K - $43.8K
|
11.1K
$646K
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-733- 8.65% |
$41.6K - $45.4K
|
7.74K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-743- 5.34% |
$42.1K - $46K
|
13.2K
$765K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-746- 6.48% |
$42.3K - $46.2K
|
10.8K
$625K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-772- 6.15% |
$43.8K - $47.8K
|
11.8K
$684K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-793- 9.42% |
$45K - $49.1K
|
7.63K
$443K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-803- 2.82% |
$45.5K - $49.7K
|
27.7K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-813- 7.99% |
$46.1K - $50.3K
|
9.36K
$544K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-848- 4.68% |
$48.1K - $52.5K
|
17.3K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-858- 0.45% |
$48.7K - $53.1K
|
188K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-864- 1.2% |
$49K - $53.5K
|
71.4K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-871- 8.95% |
$49.4K - $53.9K
|
8.86K
$515K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-876- 13.67% |
$49.7K - $54.2K
|
5.53K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-926- 4.02% |
$52.5K - $57.3K
|
22.1K
$1.28M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-931- 2.6% |
$52.8K - $57.6K
|
34.8K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-980- 9.68% |
$55.6K - $60.7K
|
9.15K
$532K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.02K- 12.23% |
$57.7K - $63K
|
7.3K
$424K
|