Purchases and Sales Made in Q3 2022 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-56- 1.47% |
$4.37K - $5.26K
|
3.76K
$233K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-58- 30.85% |
$4.52K - $5.45K
|
130
$8.04K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-63- 1.15% |
$4.91K - $5.92K
|
5.4K
$334K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-65- 4.39% |
$5.07K - $6.11K
|
1.42K
$87.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-67- 0.2% |
$5.22K - $6.3K
|
33K
$2.04M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-67- 0.12% |
$5.22K - $6.3K
|
54.2K
$3.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 83.33% |
$5.46K - $6.58K
|
14
$866
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-71- 1.85% |
$5.54K - $6.67K
|
3.76K
$232K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.39% |
$5.85K - $7.05K
|
18.9K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-77- 0.95% |
$6K - $7.23K
|
8.02K
$496K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-80- 2.94% |
$6.24K - $7.52K
|
2.64K
$163K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-82- 79.61% |
$6.39K - $7.7K
|
21
$1.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-86- 1.29% |
$6.7K - $8.08K
|
6.59K
$407K
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-95- 2.23% |
$7.41K - $8.93K
|
4.17K
$258K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100- 1.47% |
$7.8K - $9.4K
|
6.73K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-104- 1.37% |
$8.11K - $9.77K
|
7.47K
$462K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-108Closed |
$8.42K - $10.1K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-111- 3.22% |
$8.65K - $10.4K
|
3.34K
$207K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-120- 1.49% |
$9.36K - $11.3K
|
7.96K
$492K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 2.73% |
$9.98K - $12K
|
4.56K
$282K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-129- 1.66% |
$10.1K - $12.1K
|
7.64K
$473K
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-136- 0.7% |
$10.6K - $12.8K
|
19.3K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-146- 10.85% |
$11.4K - $13.7K
|
1.2K
$74.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-147- 0.71% |
$11.5K - $13.8K
|
20.6K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-147- 4.53% |
$11.5K - $13.8K
|
3.1K
$192K
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-147- 0.71% |
$11.5K - $13.8K
|
20.6K
$1.28M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-152- 4.94% |
$11.8K - $14.3K
|
2.92K
$181K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-152- 29.17% |
$11.8K - $14.3K
|
369
$22.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-154- 4.42% |
$12K - $14.5K
|
3.33K
$206K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-162- 3.99% |
$12.6K - $15.2K
|
3.9K
$241K
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-170- 59.03% |
$13.3K - $16K
|
118
$7.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-174- 3.92% |
$13.6K - $16.3K
|
4.26K
$264K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-180- 2.4% |
$14K - $16.9K
|
7.32K
$453K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-190- 1.26% |
$14.8K - $17.9K
|
14.9K
$921K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-195- 2.81% |
$15.2K - $18.3K
|
6.73K
$416K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-200- 43.29% |
$15.6K - $18.8K
|
262
$16.2K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-200- 43.29% |
$15.6K - $18.8K
|
262
$16.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-211- 59.6% |
$16.4K - $19.8K
|
143
$8.84K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-214- 19.91% |
$16.7K - $20.1K
|
861
$53.3K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-216- 2.18% |
$16.8K - $20.3K
|
9.67K
$598K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-221- 3.93% |
$17.2K - $20.8K
|
5.4K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-224- 0.04% |
$17.5K - $21K
|
522K
$32.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-225- 4.38% |
$17.5K - $21.1K
|
4.91K
$304K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-240- 0.37% |
$18.7K - $22.6K
|
64.3K
$3.98M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-250- 3.99% |
$19.5K - $23.5K
|
6.02K
$372K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-266- 2.92% |
$20.7K - $25K
|
8.85K
$548K
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-273- 17.94% |
$21.3K - $25.7K
|
1.25K
$77.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-275- 0.54% |
$21.4K - $25.8K
|
50.9K
$3.15M
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-277- 8.84% |
$21.6K - $26K
|
2.86K
$177K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-277- 4.67% |
$21.6K - $26K
|
5.65K
$350K
|