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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.96K+ 19.89% |
$112K - $145K
|
11.8K
$730K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 15.48% |
$110K - $142K
|
14.2K
$881K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.9K+ 22.6% |
$109K - $141K
|
10.3K
$639K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.83K+ 22.01% |
$105K - $136K
|
10.1K
$628K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$103K - $133K
|
1.79K
$111K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.77K+ 803.64% |
$101K - $131K
|
1.99K
$123K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.71K+ 21.84% |
$97.8K - $127K
|
9.51K
$588K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.7K+ 26.77% |
$97.5K - $126K
|
8.05K
$498K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 36.59% |
$95.6K - $124K
|
6.22K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.64K+ 20.39% |
$93.8K - $122K
|
9.66K
$597K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.61K+ 8.27% |
$92.4K - $120K
|
21.1K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
1.54K+ 8.1% |
$88.2K - $114K
|
20.5K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$84.6K - $110K
|
1.48K
$91.2K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.44K+ 4.63% |
$82.4K - $107K
|
32.5K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.38K+ 3.86% |
$79.3K - $103K
|
37.2K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 0.31% |
$77.8K - $101K
|
438K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.34K+ 8.5% |
$77.1K - $99.9K
|
17.1K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 22.56% |
$75K - $97.1K
|
7.1K
$439K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.3K+ 9.93% |
$74.5K - $96.5K
|
14.4K
$890K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.29K+ 45.01% |
$74.2K - $96.1K
|
4.17K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.29K+ 11.67% |
$74.1K - $96K
|
12.4K
$765K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.25K+ 8.07% |
$71.8K - $93K
|
16.7K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.24K+ 32.38% |
$71K - $91.9K
|
5.06K
$313K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.2K+ 11.1% |
$68.9K - $89.3K
|
12K
$744K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.2K+ 35.16% |
$68.9K - $89.3K
|
4.62K
$286K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.2K+ 24.82% |
$68.8K - $89.2K
|
6.04K
$373K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.2K+ 7.09% |
$68.8K - $89.2K
|
18.1K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 36.82% |
$68K - $88.1K
|
4.4K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 17.04% |
$67.7K - $87.7K
|
8.1K
$501K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.14K+ 16.09% |
$65.4K - $84.8K
|
8.23K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.11K+ 19.55% |
$63.6K - $82.3K
|
6.78K
$419K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.1K+ 3.39% |
$63.2K - $81.8K
|
33.6K
$2.08M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.04K+ 0.05% |
$59.4K - $76.9K
|
2.16M
$134M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.03K+ 0.49% |
$59.3K - $76.8K
|
213K
$13.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.03K+ 8.8% |
$59.1K - $76.5K
|
12.7K
$787K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
1KNew |
$57.4K - $74.4K
|
1K
$61.9K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
994+ 24.51% |
$57K - $73.9K
|
5.05K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
984+ 10.64% |
$56.4K - $73.1K
|
10.2K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
966+ 25.05% |
$55.4K - $71.8K
|
4.82K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
958+ 31.49% |
$55K - $71.2K
|
4K
$247K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
957+ 9.2% |
$54.9K - $71.1K
|
11.4K
$702K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
955+ 14.63% |
$54.8K - $71K
|
7.48K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
955+ 56.11% |
$54.8K - $71K
|
2.66K
$164K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
919+ 1.04% |
$52.7K - $68.3K
|
88.9K
$5.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
906+ 24.55% |
$52K - $67.3K
|
4.6K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
900+ 4500.0% |
$51.6K - $66.9K
|
920
$56.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
891+ 16.22% |
$51.1K - $66.2K
|
6.38K
$395K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
863+ 16.49% |
$49.5K - $64.1K
|
6.1K
$377K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
855+ 24.77% |
$49K - $63.5K
|
4.31K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
855+ 24.77% |
$49K - $63.5K
|
4.31K
$266K
|