Purchases and Sales Made in Q3 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q3 2024. 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, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.12% |
$3.96K - $4.79K
|
6.16K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-76- 0.43% |
$4.3K - $5.2K
|
17.7K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-77- 44.25% |
$4.35K - $5.27K
|
97
$5.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-80- 0.82% |
$4.52K - $5.47K
|
9.69K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
SELL
|
- |
-81- 3.16% |
$4.58K - $5.54K
|
2.49K
$144K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-89- 1.93% |
$5.03K - $6.09K
|
4.52K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-90- 6.93% |
$5.09K - $6.15K
|
1.21K
$70.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-91- 26.0% |
$5.14K - $6.22K
|
259
$15.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-92- 2.56% |
$5.2K - $6.29K
|
3.5K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-96- 33.45% |
$5.43K - $6.56K
|
191
$11.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-99- 1.31% |
$5.6K - $6.77K
|
7.49K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-100- 0.61% |
$5.65K - $6.84K
|
16.4K
$952K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 1.99% |
$5.65K - $6.84K
|
4.92K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-106- 5.75% |
$5.99K - $7.25K
|
1.74K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-120- 2.72% |
$6.78K - $8.21K
|
4.29K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-135- 3.7% |
$7.63K - $9.23K
|
3.51K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-139- 8.78% |
$7.86K - $9.5K
|
1.44K
$83.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-142- 0.42% |
$8.03K - $9.71K
|
33.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-157- 1.71% |
$8.87K - $10.7K
|
9.03K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-158- 95.18% |
$8.93K - $10.8K
|
8
$465
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-160- 10.04% |
$9.04K - $10.9K
|
1.43K
$83.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-164- 3.44% |
$9.27K - $11.2K
|
4.6K
$267K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-165- 45.96% |
$9.33K - $11.3K
|
194
$11.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-168- 5.15% |
$9.5K - $11.5K
|
3.09K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-169- 0.97% |
$9.55K - $11.6K
|
17.2K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-173- 1.37% |
$9.78K - $11.8K
|
12.4K
$723K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-189- 1.71% |
$10.7K - $12.9K
|
10.9K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-193- 4.11% |
$10.9K - $13.2K
|
4.5K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-203- 0.43% |
$11.5K - $13.9K
|
47K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-204- 4.04% |
$11.5K - $13.9K
|
4.85K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-205- 0.33% |
$11.6K - $14K
|
61.9K
$3.6M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-216- 2.96% |
$12.2K - $14.8K
|
7.08K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-217- 5.32% |
$12.3K - $14.8K
|
3.86K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-218- 2.69% |
$12.3K - $14.9K
|
7.88K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-219- 2.86% |
$12.4K - $15K
|
7.43K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-227- 2.94% |
$12.8K - $15.5K
|
7.49K
$435K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-243- 1.92% |
$13.7K - $16.6K
|
12.4K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-244- 7.97% |
$13.8K - $16.7K
|
2.82K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-250- 3.69% |
$14.1K - $17.1K
|
6.52K
$379K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-252- 11.17% |
$14.2K - $17.2K
|
2.01K
$117K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-259- 1.15% |
$14.6K - $17.7K
|
22.2K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-262- 35.94% |
$14.8K - $17.9K
|
467
$27.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-263- 2.9% |
$14.9K - $18K
|
8.82K
$513K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-295- 9.0% |
$16.7K - $20.2K
|
2.98K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-295- 1.7% |
$16.7K - $20.2K
|
17K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-301- 1.24% |
$17K - $20.6K
|
23.9K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-336- 4.06% |
$19K - $23K
|
7.94K
$461K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-337- 3.87% |
$19K - $23K
|
8.37K
$486K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-349- 5.95% |
$19.7K - $23.9K
|
5.52K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-368- 4.51% |
$20.8K - $25.2K
|
7.8K
$453K
|