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 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
781+ 110.31% |
$44.8K - $58K
|
1.49K
$92.1K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
780+ 0.51% |
$44.7K - $58K
|
153K
$9.47M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
704+ 18.97% |
$40.4K - $52.3K
|
4.42K
$273K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
703+ 225.32% |
$40.3K - $52.2K
|
1.02K
$62.8K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
655+ 25.12% |
$37.6K - $48.7K
|
3.26K
$202K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
647+ 300.93% |
$37.1K - $48.1K
|
862
$53.3K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
639+ 10.13% |
$36.7K - $47.5K
|
6.95K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
577+ 77.14% |
$33.1K - $42.9K
|
1.33K
$82K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
574+ 1.65% |
$32.9K - $42.7K
|
35.3K
$2.18M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
550+ 7.32% |
$31.5K - $40.9K
|
8.07K
$499K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
529+ 14.35% |
$30.3K - $39.3K
|
4.22K
$261K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
524+ 10.61% |
$30.1K - $38.9K
|
5.46K
$338K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
522+ 85.71% |
$29.9K - $38.8K
|
1.13K
$70K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
514+ 8.04% |
$29.5K - $38.2K
|
6.9K
$427K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
451+ 10.7% |
$25.9K - $33.5K
|
4.67K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
450+ 9.91% |
$25.8K - $33.4K
|
4.99K
$309K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
437+ 7.88% |
$25.1K - $32.5K
|
5.99K
$370K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
433New |
$24.8K - $32.2K
|
433
$26.8K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
423+ 1.47% |
$24.3K - $31.4K
|
29.1K
$1.8M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
409+ 8.78% |
$23.5K - $30.4K
|
5.07K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
384+ 1.25% |
$22K - $28.5K
|
31.1K
$1.92M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
379+ 1.43% |
$21.7K - $28.2K
|
26.9K
$1.66M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
372+ 11.8% |
$21.3K - $27.6K
|
3.53K
$218K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
364+ 130.94% |
$20.9K - $27K
|
642
$39.7K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
360+ 7.81% |
$20.6K - $26.8K
|
4.97K
$308K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
347+ 2.9% |
$19.9K - $25.8K
|
12.3K
$760K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
346+ 4.38% |
$19.8K - $25.7K
|
8.24K
$510K
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
332+ 1.05% |
$19K - $24.7K
|
32.1K
$1.99M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
318+ 4.62% |
$18.2K - $23.6K
|
7.2K
$445K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
316+ 7.07% |
$18.1K - $23.5K
|
4.78K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
316+ 12.62% |
$18.1K - $23.5K
|
2.82K
$174K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
310New |
$17.8K - $23K
|
310
$19.2K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.5% |
$17.2K - $22.3K
|
59.9K
$3.71M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
300+ 0.97% |
$17.2K - $22.3K
|
31.1K
$1.92M
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
300New |
$17.2K - $22.3K
|
300
$18.6K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
299+ 0.95% |
$17.2K - $22.2K
|
31.7K
$1.96M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
293+ 3.81% |
$16.8K - $21.8K
|
7.99K
$494K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
291+ 7.81% |
$16.7K - $21.6K
|
4.02K
$248K
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
281+ 0.04% |
$16.1K - $20.9K
|
645K
$39.9M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
275New |
$15.8K - $20.4K
|
275
$17K
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
272+ 15.14% |
$15.6K - $20.2K
|
2.07K
$128K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
262New |
$15K - $19.5K
|
262
$16.2K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
256New |
$14.7K - $19K
|
256
$15.8K
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
246+ 7.12% |
$14.1K - $18.3K
|
3.7K
$229K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
245+ 2.74% |
$14.1K - $18.2K
|
9.2K
$569K
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
242+ 0.94% |
$13.9K - $18K
|
25.9K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 560.0% |
$12.8K - $16.6K
|
264
$16.3K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
220+ 22.07% |
$12.6K - $16.3K
|
1.22K
$75.3K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
219+ 0.88% |
$12.6K - $16.3K
|
25K
$1.55M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
206+ 40.39% |
$11.8K - $15.3K
|
716
$44.3K
|