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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
153+ 0.55% |
$11.9K - $14.4K
|
28K
$1.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
147New |
$11.5K - $13.8K
|
147
$9.09K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
141+ 3.75% |
$11K - $13.2K
|
3.9K
$241K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
141+ 25.92% |
$11K - $13.2K
|
685
$42.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
140+ 2.14% |
$10.9K - $13.2K
|
6.67K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
138+ 0.29% |
$10.8K - $13K
|
47.7K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
136+ 5.28% |
$10.6K - $12.8K
|
2.71K
$168K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
130+ 27.25% |
$10.1K - $12.2K
|
607
$37.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
129+ 2.91% |
$10.1K - $12.1K
|
4.56K
$282K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127+ 907.14% |
$9.9K - $11.9K
|
141
$8.72K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
125+ 0.65% |
$9.75K - $11.7K
|
19.5K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
122+ 0.89% |
$9.51K - $11.5K
|
13.8K
$856K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
116+ 6.36% |
$9.04K - $10.9K
|
1.94K
$120K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
113New |
$8.81K - $10.6K
|
113
$6.99K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
111+ 0.76% |
$8.65K - $10.4K
|
14.7K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
109+ 0.54% |
$8.5K - $10.2K
|
20.4K
$1.26M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
105+ 700.0% |
$8.19K - $9.87K
|
120
$7.42K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
103+ 58.52% |
$8.03K - $9.68K
|
279
$17.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
103+ 0.95% |
$8.03K - $9.68K
|
10.9K
$674K
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
101+ 0.16% |
$7.87K - $9.49K
|
64.2K
$3.97M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
97+ 3.33% |
$7.56K - $9.11K
|
3.01K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
88+ 0.21% |
$6.86K - $8.27K
|
42.1K
$2.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
86+ 1.46% |
$6.7K - $8.08K
|
5.96K
$369K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
86+ 0.79% |
$6.7K - $8.08K
|
11K
$678K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 0.31% |
$6.63K - $7.99K
|
27.2K
$1.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
84+ 0.16% |
$6.55K - $7.89K
|
51.7K
$3.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
82+ 1.44% |
$6.39K - $7.7K
|
5.78K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
81+ 1.0% |
$6.31K - $7.61K
|
8.18K
$506K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
81+ 0.33% |
$6.31K - $7.61K
|
25K
$1.55M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
78+ 38.42% |
$6.08K - $7.33K
|
281
$17.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
75+ 16.67% |
$5.85K - $7.05K
|
525
$32.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
74+ 25.52% |
$5.77K - $6.95K
|
364
$22.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
71+ 1.48% |
$5.54K - $6.67K
|
4.88K
$302K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
66+ 0.54% |
$5.15K - $6.2K
|
12.2K
$757K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
64+ 8.57% |
$4.99K - $6.01K
|
811
$50.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
63+ 1.14% |
$4.91K - $5.92K
|
5.57K
$344K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
61+ 1.27% |
$4.76K - $5.73K
|
4.86K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
61+ 1.32% |
$4.76K - $5.73K
|
4.68K
$290K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
60+ 2.78% |
$4.68K - $5.64K
|
2.22K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
60New |
$4.68K - $5.64K
|
60
$3.71K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
56+ 18.12% |
$4.37K - $5.26K
|
365
$22.6K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
55+ 8.27% |
$4.29K - $5.17K
|
720
$44.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55+ 3.58% |
$4.29K - $5.17K
|
1.59K
$98.5K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52+ 0.95% |
$4.05K - $4.89K
|
5.5K
$340K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
51+ 8.57% |
$3.98K - $4.79K
|
646
$40K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
49+ 153.13% |
$3.82K - $4.6K
|
81
$5.01K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49+ 1.15% |
$3.82K - $4.6K
|
4.33K
$268K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 2.12% |
$3.59K - $4.32K
|
2.21K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
45New |
$3.51K - $4.23K
|
45
$2.78K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 3.99% |
$3.51K - $4.23K
|
1.17K
$72.5K
|