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 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7+ 0.2% |
$546 - $658
|
3.44K
$224K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7New |
$546 - $658
|
7
$456
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6+ 0.3% |
$468 - $564
|
2K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.05% |
$468 - $564
|
576
$37.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.07% |
$312 - $376
|
5.89K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.13% |
$234 - $282
|
2.25K
$147K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.08% |
$156 - $188
|
2.58K
$168K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.78% |
$156 - $188
|
258
$16.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 7.41% |
$156 - $188
|
29
$1.89K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$78 - $94
|
3.04K
$198K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 1.79% |
$78 - $94
|
57
$3.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1+ 0.02% |
$78 - $94
|
5.41K
$352K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.63% |
$78 - $94
|
39
$2.54K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$78 - $94
|
5
$326
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$78 - $94
|
523
$34.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.09% |
$78 - $94
|
1.08K
$70.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.03% |
$78 - $94
|
2.94K
$191K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 0.8% |
$312 - $376
|
493
$32.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 0.1% |
$390 - $470
|
5.05K
$329K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5- 0.04% |
$390 - $470
|
14.2K
$924K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 8.47% |
$390 - $470
|
54
$3.52K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 44.44% |
$624 - $752
|
10
$651
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.17% |
$702 - $846
|
5.3K
$345K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-10- 38.46% |
$780 - $940
|
16
$1.04K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.75% |
$780 - $940
|
1.33K
$86.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.56% |
$936 - $1.13K
|
2.12K
$138K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12- 37.5% |
$936 - $1.13K
|
20
$1.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-19- 79.17% |
$1.48K - $1.79K
|
5
$326
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-20- 0.19% |
$1.56K - $1.88K
|
10.3K
$670K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20- 0.61% |
$1.56K - $1.88K
|
3.27K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-20- 7.72% |
$1.56K - $1.88K
|
239
$15.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 7.92% |
$1.64K - $1.97K
|
244
$15.9K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 25.81% |
$1.87K - $2.26K
|
69
$4.49K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 26.6% |
$1.95K - $2.35K
|
69
$4.49K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-25- 0.48% |
$1.95K - $2.35K
|
5.15K
$335K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-26- 0.82% |
$2.03K - $2.44K
|
3.14K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 5.09% |
$2.18K - $2.63K
|
522
$34K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 7.94% |
$2.49K - $3.01K
|
371
$24.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-33- 9.54% |
$2.57K - $3.1K
|
313
$20.4K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 4.77% |
$2.96K - $3.57K
|
759
$49.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-39- 0.07% |
$3.04K - $3.66K
|
56.8K
$3.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-41- 0.81% |
$3.2K - $3.85K
|
5.01K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-41- 1.46% |
$3.2K - $3.85K
|
2.77K
$180K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 0.18% |
$3.66K - $4.42K
|
26.2K
$1.71M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-49- 2.44% |
$3.82K - $4.6K
|
1.96K
$127K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-49- 2.44% |
$3.82K - $4.6K
|
1.96K
$127K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 0.58% |
$3.9K - $4.7K
|
8.59K
$559K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.66% |
$3.98K - $4.79K
|
7.71K
$502K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-51- 1.46% |
$3.98K - $4.79K
|
3.45K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 1.46% |
$4.05K - $4.89K
|
3.51K
$229K
|