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 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 1.34% |
$22.7K - $24.8K
|
30.2K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
399New |
$22.6K - $24.7K
|
399
$23.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
373+ 0.11% |
$21.2K - $23.1K
|
325K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
355+ 1.49% |
$20.1K - $22K
|
24.2K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
355+ 4.92% |
$20.1K - $22K
|
7.57K
$440K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
351+ 5.45% |
$19.9K - $21.7K
|
6.79K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
344+ 3.11% |
$19.5K - $21.3K
|
11.4K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
335+ 97.67% |
$19K - $20.7K
|
678
$39.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
330+ 8.04% |
$18.7K - $20.4K
|
4.44K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
311+ 0.73% |
$17.6K - $19.3K
|
42.9K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
303New |
$17.2K - $18.8K
|
303
$17.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
300New |
$17K - $18.6K
|
300
$17.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
299+ 5.42% |
$17K - $18.5K
|
5.82K
$338K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
290+ 40.96% |
$16.4K - $18K
|
998
$58K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
282New |
$16K - $17.5K
|
282
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
252New |
$14.3K - $15.6K
|
252
$14.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
246+ 5.95% |
$14K - $15.2K
|
4.38K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
244+ 0.82% |
$13.8K - $15.1K
|
30K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
232+ 8.64% |
$13.2K - $14.4K
|
2.92K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
230+ 1.79% |
$13K - $14.2K
|
13.1K
$762K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
230+ 6.55% |
$13K - $14.2K
|
3.74K
$217K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
228+ 14.12% |
$12.9K - $14.1K
|
1.84K
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
219New |
$12.4K - $13.6K
|
219
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
217+ 4.19% |
$12.3K - $13.4K
|
5.4K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
216+ 4.13% |
$12.2K - $13.4K
|
5.45K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
216+ 1.64% |
$12.2K - $13.4K
|
13.4K
$778K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
210+ 1.55% |
$11.9K - $13K
|
13.8K
$801K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
192+ 800.0% |
$10.9K - $11.9K
|
216
$12.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
190+ 4.14% |
$10.8K - $11.8K
|
4.78K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
185+ 27.41% |
$10.5K - $11.5K
|
860
$50K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
173+ 6.4% |
$9.81K - $10.7K
|
2.88K
$167K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
171+ 8.2% |
$9.7K - $10.6K
|
2.26K
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 7.68% |
$9.07K - $9.91K
|
2.24K
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
142+ 1.24% |
$8.05K - $8.79K
|
11.6K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
137+ 3.06% |
$7.77K - $8.48K
|
4.61K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
135New |
$7.66K - $8.36K
|
135
$7.85K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
134+ 1.66% |
$7.6K - $8.3K
|
8.19K
$476K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
126+ 1.14% |
$7.15K - $7.8K
|
11.2K
$652K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
117+ 2.4% |
$6.64K - $7.24K
|
4.98K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
117New |
$6.64K - $7.24K
|
117
$6.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
116+ 3.94% |
$6.58K - $7.18K
|
3.06K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
111+ 130.59% |
$6.29K - $6.87K
|
196
$11.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
106+ 3.01% |
$6.01K - $6.56K
|
3.63K
$211K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
105+ 1.31% |
$5.95K - $6.5K
|
8.1K
$470K
|
|
|
Aug 09, 2024
Q2 2024
|
Presima Inc.
|
BUY
|
- |
100+ 0.73% |
$5.67K - $6.19K
|
13.8K
$804K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 25.0% |
$5.67K - $6.19K
|
500
$29.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
100+ 25.0% |
$5.67K - $6.19K
|
500
$29.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
98New |
$5.56K - $6.07K
|
98
$5.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
97+ 1.96% |
$5.5K - $6.01K
|
5.05K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
92+ 1.38% |
$5.22K - $5.7K
|
6.76K
$393K
|