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 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
20New |
$1.64K - $1.82K
|
20
$1.16K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 2.31% |
$1.55K - $1.73K
|
842
$48.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
18+ 3.52% |
$1.47K - $1.64K
|
529
$30.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
18+ 0.62% |
$1.47K - $1.64K
|
2.92K
$170K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
17New |
$1.39K - $1.55K
|
17
$988
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
16+ 6.4% |
$1.31K - $1.46K
|
266
$15.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
16+ 0.51% |
$1.31K - $1.46K
|
3.17K
$184K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
16+ 0.25% |
$1.31K - $1.46K
|
6.44K
$374K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.5% |
$1.31K - $1.46K
|
3.25K
$189K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
15+ 0.13% |
$1.23K - $1.37K
|
11.2K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
13New |
$1.06K - $1.18K
|
13
$756
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.61% |
$900 - $1K
|
1.81K
$105K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
8+ 0.66% |
$655 - $729
|
1.22K
$70.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.44% |
$655 - $729
|
1.83K
$107K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 1.14% |
$655 - $729
|
708
$41.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.53% |
$655 - $729
|
1.53K
$88.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.3% |
$655 - $729
|
2.66K
$154K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7New |
$573 - $638
|
7
$407
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7+ 0.66% |
$573 - $638
|
1.07K
$62K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5New |
$409 - $456
|
5
$291
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.58% |
$409 - $456
|
872
$50.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.88% |
$409 - $456
|
575
$33.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$327 - $365
|
4
$232
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3+ 0.06% |
$246 - $273
|
4.79K
$278K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.64% |
$246 - $273
|
475
$27.6K
|
|
|
Jan 11, 2022
Q4 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
3+ 0.08% |
$246 - $273
|
3.69K
$214K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.06% |
$164 - $182
|
3.63K
$211K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.8% |
$164 - $182
|
252
$14.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.07% |
$164 - $182
|
2.89K
$168K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$81.8 - $91.1
|
2.89K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.03% |
$81.8 - $91.1
|
3.33K
$193K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 3.03% |
$81.8 - $91.1
|
34
$1.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.57% |
$81.8 - $91.1
|
175
$10.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.53% |
$81.8 - $91.1
|
187
$10.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4- 0.21% |
$327 - $365
|
1.93K
$112K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-4- 0.1% |
$327 - $365
|
3.82K
$222K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 1.16% |
$409 - $456
|
427
$24.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5- 0.14% |
$409 - $456
|
3.69K
$215K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-5Closed |
$409 - $456
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6- 0.03% |
$491 - $547
|
19.3K
$1.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$491 - $547
|
18.6K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8- 2.2% |
$655 - $729
|
356
$20.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-9- 0.15% |
$737 - $820
|
6K
$349K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10- 31.25% |
$818 - $911
|
22
$1.28K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-12Closed |
$982 - $1.09K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-12- 0.53% |
$982 - $1.09K
|
2.25K
$131K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 4.25% |
$1.23K - $1.37K
|
338
$19.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15- 0.21% |
$1.23K - $1.37K
|
7.09K
$412K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-15- 0.1% |
$1.23K - $1.37K
|
15.6K
$904K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.17% |
$1.47K - $1.64K
|
10.5K
$609K
|