Purchases and Sales Made in Q4 2022 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2022. 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, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$358 - $430
|
5
$309
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$287 - $344
|
5.54K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.67% |
$287 - $344
|
601
$37.2K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4+ 0.74% |
$287 - $344
|
548
$33.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3New |
$215 - $258
|
3
$186
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3+ 0.08% |
$215 - $258
|
3.96K
$245K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3New |
$215 - $258
|
3
$186
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 60.0% |
$215 - $258
|
8
$495
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.08% |
$143 - $172
|
2.58K
$160K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.78% |
$143 - $172
|
260
$16.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$71.7 - $86
|
524
$32.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.03% |
$71.7 - $86
|
2.96K
$183K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 9.09% |
$71.7 - $86
|
12
$742
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$71.7 - $86
|
3.04K
$188K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 1.49% |
$71.7 - $86
|
68
$4.21K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 0.06% |
$71.7 - $86
|
1.79K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.28% |
$143 - $172
|
703
$43.5K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3- 0.15% |
$215 - $258
|
1.95K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.01% |
$215 - $258
|
47.7K
$2.95M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.15% |
$215 - $258
|
1.95K
$121K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 17.24% |
$358 - $430
|
24
$1.48K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 20.69% |
$430 - $516
|
23
$1.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-7- 0.12% |
$502 - $602
|
5.62K
$348K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 0.12% |
$502 - $602
|
5.89K
$364K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8- 50.0% |
$573 - $688
|
8
$495
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.29% |
$573 - $688
|
2.76K
$171K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 44.44% |
$573 - $688
|
10
$619
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-10- 0.5% |
$717 - $860
|
1.99K
$123K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-11- 1.56% |
$788 - $946
|
694
$42.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-13- 0.21% |
$932 - $1.12K
|
6.15K
$380K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 2.26% |
$932 - $1.12K
|
563
$34.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-13- 0.4% |
$932 - $1.12K
|
3.21K
$199K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-14- 0.54% |
$1K - $1.2K
|
2.58K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18- 0.24% |
$1.29K - $1.55K
|
7.44K
$460K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 18.35% |
$1.43K - $1.72K
|
89
$5.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-22- 1.79% |
$1.58K - $1.89K
|
1.21K
$74.8K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22- 7.83% |
$1.58K - $1.89K
|
259
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 9.02% |
$1.58K - $1.89K
|
222
$13.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-23- 1.7% |
$1.65K - $1.98K
|
1.33K
$82.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.68% |
$1.72K - $2.06K
|
3.49K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-25- 0.81% |
$1.79K - $2.15K
|
3.07K
$190K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25- 0.71% |
$1.79K - $2.15K
|
3.51K
$217K
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-27- 0.22% |
$1.94K - $2.32K
|
12.4K
$770K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-30- 43.48% |
$2.15K - $2.58K
|
39
$2.41K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-36Closed |
$2.58K - $3.1K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-36- 0.74% |
$2.58K - $3.1K
|
4.86K
$300K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-40- 7.94% |
$2.87K - $3.44K
|
464
$28.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-43- 0.13% |
$3.08K - $3.7K
|
33.4K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-46- 0.77% |
$3.3K - $3.96K
|
5.91K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-46- 22.22% |
$3.3K - $3.96K
|
161
$9.96K
|