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 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46- 17.23% |
$3.3K - $3.96K
|
221
$13.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.26% |
$3.58K - $4.3K
|
19K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-50- 0.83% |
$3.58K - $4.3K
|
5.97K
$369K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-54- 14.75% |
$3.87K - $4.64K
|
312
$19.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-56- 0.29% |
$4.01K - $4.82K
|
19.2K
$1.19M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-65- 11.02% |
$4.66K - $5.59K
|
525
$32.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 24.01% |
$4.8K - $5.76K
|
212
$13.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-67- 1.78% |
$4.8K - $5.76K
|
3.69K
$228K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-68- 0.13% |
$4.87K - $5.85K
|
51.1K
$3.16M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-68- 7.67% |
$4.87K - $5.85K
|
818
$50.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-70- 3.61% |
$5.02K - $6.02K
|
1.87K
$116K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-71- 1.45% |
$5.09K - $6.11K
|
4.81K
$298K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-74- 47.74% |
$5.3K - $6.36K
|
81
$5.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-76- 2.05% |
$5.45K - $6.54K
|
3.64K
$225K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-76- 1.41% |
$5.45K - $6.54K
|
5.33K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-77- 0.14% |
$5.52K - $6.62K
|
56.7K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-78- 1.47% |
$5.59K - $6.71K
|
5.22K
$323K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-78- 10.74% |
$5.59K - $6.71K
|
648
$40.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-83- 0.78% |
$5.95K - $7.14K
|
10.5K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-88- 2.77% |
$6.31K - $7.57K
|
3.09K
$191K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-90- 75.0% |
$6.45K - $7.74K
|
30
$1.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-98- 1.23% |
$7.02K - $8.43K
|
7.86K
$486K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.53% |
$7.17K - $8.6K
|
18.8K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 2.35% |
$7.17K - $8.6K
|
4.16K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-100- 6.2% |
$7.17K - $8.6K
|
1.51K
$93.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 1.31% |
$7.17K - $8.6K
|
7.51K
$465K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-104- 15.25% |
$7.45K - $8.94K
|
578
$35.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-112- 2.04% |
$8.03K - $9.63K
|
5.39K
$333K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-118- 5.57% |
$8.46K - $10.1K
|
2K
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-121- 2.64% |
$8.67K - $10.4K
|
4.46K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-121- 1.41% |
$8.67K - $10.4K
|
8.48K
$525K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-126- 34.52% |
$9.03K - $10.8K
|
239
$14.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-127- 1.19% |
$9.1K - $10.9K
|
10.6K
$653K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-130- 2.42% |
$9.32K - $11.2K
|
5.25K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-130- 0.6% |
$9.32K - $11.2K
|
21.6K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-136- 0.32% |
$9.75K - $11.7K
|
42.3K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-144- 2.99% |
$10.3K - $12.4K
|
4.67K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-147- 5.72% |
$10.5K - $12.6K
|
2.42K
$150K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-149- 0.45% |
$10.7K - $12.8K
|
33.2K
$2.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-151- 4.74% |
$10.8K - $13K
|
3.04K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-153- 5.62% |
$11K - $13.2K
|
2.57K
$159K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-155- 31.44% |
$11.1K - $13.3K
|
338
$20.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-168- 0.06% |
$12K - $14.4K
|
295K
$18.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-173- 0.34% |
$12.4K - $14.9K
|
50.7K
$3.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-173- 1.37% |
$12.4K - $14.9K
|
12.5K
$771K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-192- 1.76% |
$13.8K - $16.5K
|
10.7K
$662K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-196- 6.09% |
$14K - $16.9K
|
3.02K
$187K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-197- 3.56% |
$14.1K - $16.9K
|
5.34K
$330K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-205- 3.58% |
$14.7K - $17.6K
|
5.52K
$342K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-206- 15.52% |
$14.8K - $17.7K
|
1.12K
$69.3K
|