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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
75+ 441.18% |
$4.24K - $5.13K
|
92
$5.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
74+ 0.81% |
$4.18K - $5.06K
|
9.22K
$536K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
71+ 4.46% |
$4.01K - $4.85K
|
1.66K
$96.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
70New |
$3.96K - $4.79K
|
70
$4.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
68+ 1.91% |
$3.84K - $4.65K
|
3.62K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
62+ 3.31% |
$3.5K - $4.24K
|
1.93K
$112K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
58+ 1.24% |
$3.28K - $3.97K
|
4.74K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 16.67% |
$3.11K - $3.76K
|
385
$22.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
53+ 0.17% |
$3K - $3.62K
|
31.9K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
51+ 29.14% |
$2.88K - $3.49K
|
226
$13.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
51+ 1.2% |
$2.88K - $3.49K
|
4.3K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
50+ 2.27% |
$2.83K - $3.42K
|
2.25K
$131K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
49New |
$2.77K - $3.35K
|
49
$2.85K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
48+ 0.23% |
$2.71K - $3.28K
|
21.3K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
47+ 0.91% |
$2.66K - $3.21K
|
5.22K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 61.33% |
$2.6K - $3.15K
|
121
$7.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
45+ 0.86% |
$2.54K - $3.08K
|
5.29K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
45New |
$2.54K - $3.08K
|
45
$2.62K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 111.11% |
$2.26K - $2.74K
|
76
$4.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
40+ 0.59% |
$2.26K - $2.74K
|
6.8K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
38+ 0.91% |
$2.15K - $2.6K
|
4.21K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
37+ 0.64% |
$2.09K - $2.53K
|
5.8K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35+ 0.16% |
$1.98K - $2.39K
|
21.7K
$1.26M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
34New |
$1.92K - $2.32K
|
34
$1.98K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
33+ 0.19% |
$1.87K - $2.26K
|
17.3K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.37% |
$1.58K - $1.91K
|
7.6K
$442K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
28+ 0.32% |
$1.58K - $1.91K
|
8.85K
$514K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.71% |
$1.53K - $1.85K
|
3.83K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
25+ 0.69% |
$1.41K - $1.71K
|
3.67K
$214K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.46% |
$1.3K - $1.57K
|
5.01K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23+ 18.11% |
$1.3K - $1.57K
|
150
$8.72K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 1.7% |
$1.13K - $1.37K
|
1.2K
$69.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
19+ 0.19% |
$1.07K - $1.3K
|
9.93K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
18New |
$1.02K - $1.23K
|
18
$1.05K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 0.88% |
$961 - $1.16K
|
1.96K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
16New |
$904 - $1.09K
|
16
$930
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 5.88% |
$848 - $1.03K
|
270
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15+ 0.21% |
$848 - $1.03K
|
7.17K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
15New |
$848 - $1.03K
|
15
$872
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15+ 0.07% |
$848 - $1.03K
|
21.3K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
14New |
$791 - $957
|
14
$814
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
13New |
$735 - $889
|
13
$756
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
11+ 84.62% |
$622 - $752
|
24
$1.39K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 137.5% |
$622 - $752
|
19
$1.1K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 17.24% |
$565 - $684
|
68
$3.95K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 4.76% |
$509 - $615
|
198
$11.5K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$509 - $615
|
9
$523
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 40.0% |
$452 - $547
|
28
$1.63K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$339 - $410
|
6
$349
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
6+ 2.4% |
$339 - $410
|
256
$14.9K
|