Purchases and Sales Made in Q3 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q3 2023. 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 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-196- 5.14% |
$11.2K - $14.6K
|
3.62K
$224K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.21% |
$11.5K - $14.9K
|
95.7K
$5.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-200- 0.23% |
$11.5K - $14.9K
|
87.9K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-200- 5.82% |
$11.5K - $14.9K
|
3.24K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-206- 1.43% |
$11.8K - $15.3K
|
14.2K
$878K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-226- 4.4% |
$13K - $16.8K
|
4.92K
$304K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-235- 75.08% |
$13.5K - $17.5K
|
78
$4.82K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-235- 5.36% |
$13.5K - $17.5K
|
4.15K
$257K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-243- 47.37% |
$13.9K - $18.1K
|
270
$16.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-248- 4.75% |
$14.2K - $18.4K
|
4.97K
$307K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-252- 11.06% |
$14.5K - $18.7K
|
2.03K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-261- 5.34% |
$15K - $19.4K
|
4.62K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-281- 4.08% |
$16.1K - $20.9K
|
6.61K
$409K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-281- 4.34% |
$16.1K - $20.9K
|
6.19K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-300- 0.1% |
$17.2K - $22.3K
|
286K
$17.7M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-300- 0.55% |
$17.2K - $22.3K
|
54K
$3.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-307- 13.58% |
$17.6K - $22.8K
|
1.95K
$121K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-307- 7.83% |
$17.6K - $22.8K
|
3.61K
$223K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-318- 5.97% |
$18.2K - $23.6K
|
5.01K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-334- 2.93% |
$19.2K - $24.8K
|
11.1K
$684K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-346- 5.22% |
$19.8K - $25.7K
|
6.28K
$389K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-353- 0.45% |
$20.2K - $26.2K
|
78.9K
$4.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-395- 9.46% |
$22.7K - $29.4K
|
3.78K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-399- 15.88% |
$22.9K - $29.6K
|
2.11K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-400- 5.33% |
$22.9K - $29.7K
|
7.11K
$440K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-409- 0.62% |
$23.5K - $30.4K
|
66K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-418- 1.1% |
$24K - $31.1K
|
37.7K
$2.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-432- 6.05% |
$24.8K - $32.1K
|
6.7K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-433- 2.14% |
$24.8K - $32.2K
|
19.8K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-447- 9.33% |
$25.6K - $33.2K
|
4.35K
$269K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-475- 3.19% |
$27.2K - $35.3K
|
14.4K
$892K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-557Closed |
$31.9K - $41.4K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-563- 1.47% |
$32.3K - $41.8K
|
37.7K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-566- 2.71% |
$32.5K - $42.1K
|
20.3K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-597- 4.77% |
$34.2K - $44.4K
|
11.9K
$738K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-652- 2.67% |
$37.4K - $48.5K
|
23.7K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-713- 1.41% |
$40.9K - $53K
|
49.7K
$3.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-714- 43.3% |
$41K - $53.1K
|
935
$57.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-725- 15.52% |
$41.6K - $53.9K
|
3.95K
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-730- 2.21% |
$41.9K - $54.2K
|
32.3K
$2M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-731- 11.57% |
$41.9K - $54.3K
|
5.59K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-760- 5.0% |
$43.6K - $56.5K
|
14.4K
$893K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-839- 72.27% |
$48.1K - $62.3K
|
322
$19.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-873- 1.56% |
$50.1K - $64.9K
|
54.9K
$3.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-887- 2.72% |
$50.9K - $65.9K
|
31.8K
$1.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-925- 0.93% |
$53.1K - $68.7K
|
98.7K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-959- 6.87% |
$55K - $71.3K
|
13K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-967- 7.64% |
$55.5K - $71.9K
|
11.7K
$723K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-972- 10.65% |
$55.8K - $72.2K
|
8.15K
$504K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-972- 2.37% |
$55.8K - $72.2K
|
40K
$2.47M
|