Purchases and Sales Made in Q4 2021 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
143+ 1.28% |
$11.7K - $13K
|
11.3K
$659K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
131+ 13.48% |
$10.7K - $11.9K
|
1.1K
$64.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
128+ 640.0% |
$10.5K - $11.7K
|
148
$8.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
125New |
$10.2K - $11.4K
|
125
$7.27K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
117New |
$9.58K - $10.7K
|
117
$6.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
117+ 1.91% |
$9.58K - $10.7K
|
6.24K
$363K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
114New |
$9.33K - $10.4K
|
114
$6.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
106+ 1.6% |
$8.68K - $9.66K
|
6.74K
$392K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
104+ 3.04% |
$8.51K - $9.48K
|
3.52K
$205K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
104+ 0.69% |
$8.51K - $9.48K
|
15.2K
$885K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.16% |
$8.18K - $9.11K
|
62.2K
$3.62M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.47% |
$8.18K - $9.11K
|
21.5K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
100+ 2.7% |
$8.18K - $9.11K
|
3.81K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$8.18K - $9.11K
|
100
$5.81K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
97+ 1.35% |
$7.94K - $8.84K
|
7.26K
$422K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
95+ 0.66% |
$7.77K - $8.66K
|
14.4K
$838K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
92+ 37.7% |
$7.53K - $8.38K
|
336
$19.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
92+ 1.69% |
$7.53K - $8.38K
|
5.54K
$322K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
90New |
$7.37K - $8.2K
|
90
$5.23K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
86New |
$7.04K - $7.84K
|
86
$5K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
80New |
$6.55K - $7.29K
|
80
$4.65K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 3.78% |
$6.55K - $7.29K
|
2.2K
$128K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
76+ 15.67% |
$6.22K - $6.93K
|
561
$32.6K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
75New |
$6.14K - $6.84K
|
75
$4.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
66+ 2.68% |
$5.4K - $6.02K
|
2.53K
$147K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
62New |
$5.07K - $5.65K
|
62
$3.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
51+ 8.39% |
$4.17K - $4.65K
|
659
$38.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 1.82% |
$4.09K - $4.56K
|
2.79K
$162K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
49+ 11.53% |
$4.01K - $4.47K
|
474
$27.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
48+ 13.6% |
$3.93K - $4.37K
|
401
$23.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45+ 0.63% |
$3.68K - $4.1K
|
7.19K
$418K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
44+ 1.25% |
$3.6K - $4.01K
|
3.56K
$207K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
43+ 1.7% |
$3.52K - $3.92K
|
2.57K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
42+ 0.67% |
$3.44K - $3.83K
|
6.3K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 0.23% |
$3.27K - $3.65K
|
17.3K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
37+ 0.66% |
$3.03K - $3.37K
|
5.68K
$330K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.62% |
$2.7K - $3.01K
|
5.39K
$313K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
33+ 0.66% |
$2.7K - $3.01K
|
5.01K
$291K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 8.15% |
$2.7K - $3.01K
|
438
$25.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32+ 23.7% |
$2.62K - $2.92K
|
167
$9.71K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
32New |
$2.62K - $2.92K
|
32
$1.86K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.35% |
$2.54K - $2.83K
|
8.89K
$517K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
30+ 0.72% |
$2.46K - $2.73K
|
4.2K
$244K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
29+ 0.72% |
$2.37K - $2.64K
|
4.06K
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.58% |
$2.21K - $2.46K
|
4.69K
$273K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26+ 0.44% |
$2.13K - $2.37K
|
5.97K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25+ 4.24% |
$2.05K - $2.28K
|
615
$35.7K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
22+ 0.04% |
$1.8K - $2.01K
|
49.4K
$2.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.67% |
$1.8K - $2.01K
|
3.33K
$193K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
21+ 3.25% |
$1.72K - $1.91K
|
668
$38.8K
|