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 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24- 0.16% |
$1.96K - $2.19K
|
15.1K
$876K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-26- 43.33% |
$2.13K - $2.37K
|
34
$1.98K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-27- 1.45% |
$2.21K - $2.46K
|
1.84K
$107K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 6.84% |
$2.21K - $2.46K
|
368
$21.4K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-28- 0.86% |
$2.29K - $2.55K
|
3.21K
$187K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-37Closed |
$3.03K - $3.37K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-37- 1.29% |
$3.03K - $3.37K
|
2.83K
$164K
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-40- 0.73% |
$3.27K - $3.65K
|
5.47K
$318K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43- 0.61% |
$3.52K - $3.92K
|
7.06K
$410K
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-44- 0.14% |
$3.6K - $4.01K
|
31.6K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45Closed |
$3.68K - $4.1K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-46- 1.23% |
$3.76K - $4.19K
|
3.71K
$215K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-49Closed |
$4.01K - $4.47K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-54Closed |
$4.42K - $4.92K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-57- 33.93% |
$4.66K - $5.19K
|
111
$6.45K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-58- 0.64% |
$4.75K - $5.29K
|
8.97K
$521K
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-60- 2.91% |
$4.91K - $5.47K
|
2.01K
$117K
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 1.04% |
$4.91K - $5.47K
|
5.71K
$332K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-64- 2.36% |
$5.24K - $5.83K
|
2.65K
$154K
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-71- 0.13% |
$5.81K - $6.47K
|
54.4K
$3.16M
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-71- 15.43% |
$5.81K - $6.47K
|
389
$22.6K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-82- 1.12% |
$6.71K - $7.47K
|
7.21K
$419K
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-85- 2.65% |
$6.96K - $7.75K
|
3.12K
$181K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-89- 3.97% |
$7.28K - $8.11K
|
2.15K
$125K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-91- 62.33% |
$7.45K - $8.29K
|
55
$3.2K
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-100- 2.25% |
$8.18K - $9.11K
|
4.35K
$253K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100Closed |
$8.18K - $9.11K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-107- 3.04% |
$8.76K - $9.75K
|
3.42K
$198K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-107Closed |
$8.76K - $9.75K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-110Closed |
$9K - $10K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-110- 1.5% |
$9K - $10K
|
7.2K
$419K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-110- 1.08% |
$9K - $10K
|
10K
$583K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-113- 4.52% |
$9.25K - $10.3K
|
2.39K
$139K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 53.05% |
$9.25K - $10.3K
|
100
$5.81K
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-115Closed |
$9.41K - $10.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-119- 2.19% |
$9.74K - $10.8K
|
5.32K
$309K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-123- 35.14% |
$10.1K - $11.2K
|
227
$13.2K
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-123- 3.63% |
$10.1K - $11.2K
|
3.26K
$190K
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-124Closed |
$10.1K - $11.3K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-127- 3.26% |
$10.4K - $11.6K
|
3.77K
$219K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-130- 18.84% |
$10.6K - $11.8K
|
560
$32.5K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-135Closed |
$11K - $12.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-136- 3.69% |
$11.1K - $12.4K
|
3.55K
$206K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-137- 2.26% |
$11.2K - $12.5K
|
5.92K
$344K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-140- 0.67% |
$11.5K - $12.8K
|
20.7K
$1.2M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-141- 0.9% |
$11.5K - $12.9K
|
15.5K
$899K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-145Closed |
$11.9K - $13.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-163- 3.37% |
$13.3K - $14.9K
|
4.67K
$271K
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
SELL
|
- |
-166- 0.03% |
$13.6K - $15.1K
|
609K
$35.4M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-167- 2.04% |
$13.7K - $15.2K
|
8.02K
$466K
|