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 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
45+ 0.53% |
$3.51K - $4.23K
|
8.54K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
45+ 0.71% |
$3.51K - $4.23K
|
6.42K
$397K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
44+ 1.7% |
$3.43K - $4.13K
|
2.63K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 18.67% |
$3.27K - $3.95K
|
267
$16.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
38+ 0.72% |
$2.96K - $3.57K
|
5.33K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 51.39% |
$2.88K - $3.48K
|
109
$6.74K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
36+ 0.11% |
$2.81K - $3.38K
|
33.4K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.77% |
$2.65K - $3.19K
|
4.45K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
34+ 1.27% |
$2.65K - $3.19K
|
2.72K
$168K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
33+ 0.78% |
$2.57K - $3.1K
|
4.28K
$265K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
32New |
$2.49K - $3.01K
|
32
$1.98K
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
31+ 0.12% |
$2.42K - $2.91K
|
25.6K
$1.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.57% |
$2.42K - $2.91K
|
5.46K
$337K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
30New |
$2.34K - $2.82K
|
30
$1.86K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 0.74% |
$2.18K - $2.63K
|
3.83K
$237K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
28+ 0.91% |
$2.18K - $2.63K
|
3.12K
$193K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
28+ 2.11% |
$2.18K - $2.63K
|
1.35K
$83.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
27+ 0.91% |
$2.1K - $2.54K
|
2.98K
$185K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26+ 0.32% |
$2.03K - $2.44K
|
8.05K
$498K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 5.44% |
$2.03K - $2.44K
|
504
$31.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 625.0% |
$1.95K - $2.35K
|
29
$1.79K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25New |
$1.95K - $2.35K
|
25
$1.55K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
25+ 0.17% |
$1.95K - $2.35K
|
14.7K
$908K
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
24+ 0.65% |
$1.87K - $2.26K
|
3.71K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
24+ 0.49% |
$1.87K - $2.26K
|
4.93K
$305K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
22+ 0.17% |
$1.72K - $2.07K
|
12.9K
$797K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
21+ 0.19% |
$1.64K - $1.97K
|
10.8K
$670K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.73% |
$1.56K - $1.88K
|
2.78K
$172K
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
BUY
|
- |
19+ 0.73% |
$1.48K - $1.79K
|
2.61K
$161K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
18+ 0.56% |
$1.4K - $1.69K
|
3.22K
$199K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.95% |
$1.33K - $1.6K
|
889
$55K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
17+ 0.18% |
$1.33K - $1.6K
|
9.27K
$573K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.31% |
$1.17K - $1.41K
|
4.89K
$303K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
14+ 7.25% |
$1.09K - $1.32K
|
207
$12.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12+ 0.19% |
$936 - $1.13K
|
6.35K
$393K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
11New |
$858 - $1.03K
|
11
$680
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11+ 1.59% |
$858 - $1.03K
|
705
$43.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
11+ 0.11% |
$858 - $1.03K
|
9.97K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 0.05% |
$780 - $940
|
19.1K
$1.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.54% |
$780 - $940
|
1.86K
$115K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.38% |
$780 - $940
|
2.64K
$163K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 2.3% |
$702 - $846
|
401
$24.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9+ 0.72% |
$702 - $846
|
1.26K
$77.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.58% |
$702 - $846
|
1.56K
$96.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9+ 0.16% |
$702 - $846
|
5.54K
$342K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8+ 0.25% |
$624 - $752
|
3.17K
$196K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.25% |
$624 - $752
|
3.27K
$202K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$546 - $658
|
7
$433
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.2% |
$546 - $658
|
3.44K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.05% |
$468 - $564
|
576
$35.6K
|