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 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.88KNew |
$207K - $248K
|
2.88K
$171K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 6.52% |
$206K - $248K
|
47K
$2.79M
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
2.83K+ 4.27% |
$203K - $243K
|
69.2K
$4.1M
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
2.73KNew |
$196K - $235K
|
2.73K
$162K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.63KNew |
$188K - $226K
|
2.63K
$156K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.61K+ 2.9% |
$187K - $224K
|
92.6K
$5.49M
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.56KNew |
$184K - $221K
|
2.56K
$152K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.56K+ 98.38% |
$183K - $220K
|
5.15K
$306K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.53KNew |
$182K - $218K
|
2.53K
$150K
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
2.53KNew |
$181K - $217K
|
2.53K
$150K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.51KNew |
$180K - $215K
|
2.51K
$149K
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.5KNew |
$179K - $215K
|
2.5K
$148K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $213K
|
2.48K
$147K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.44KNew |
$175K - $210K
|
2.44K
$145K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.41KNew |
$173K - $207K
|
2.41K
$143K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$172K - $207K
|
2.4K
$143K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2.4KNew |
$172K - $206K
|
2.4K
$142K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.21K+ 24.87% |
$159K - $190K
|
11.1K
$659K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.17KNew |
$156K - $187K
|
2.17K
$129K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.14K+ 12.16% |
$153K - $184K
|
19.7K
$1.17M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.14K+ 4.1% |
$153K - $184K
|
54.3K
$3.22M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.13K+ 5.08% |
$152K - $183K
|
44K
$2.61M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.1K+ 3.27% |
$150K - $181K
|
66.3K
$3.93M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.09K+ 15.1% |
$150K - $180K
|
15.9K
$945K
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.06K+ 30.52% |
$148K - $177K
|
8.82K
$523K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.03K+ 0.3% |
$146K - $175K
|
681K
$40.4M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.03K+ 0.3% |
$146K - $175K
|
681K
$40.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.02K+ 7.58% |
$145K - $174K
|
28.7K
$1.7M
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
2K+ 43.87% |
$143K - $172K
|
6.56K
$389K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.85K+ 42.33% |
$133K - $159K
|
6.23K
$369K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.82K+ 14.74% |
$131K - $157K
|
14.2K
$842K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.82K+ 3.54% |
$131K - $157K
|
53.3K
$3.16M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.79K+ 3.72% |
$128K - $154K
|
49.7K
$2.95M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.74K+ 9.93% |
$125K - $150K
|
19.3K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.68KNew |
$121K - $145K
|
1.68K
$99.7K
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.66KNew |
$119K - $143K
|
1.66K
$98.6K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.61K+ 3.17% |
$116K - $139K
|
52.4K
$3.11M
|
|
Jan 20, 2023
Q4 2022
|
Presima Inc.
|
BUY
|
- |
1.6K+ 17.33% |
$115K - $138K
|
10.8K
$642K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.58K+ 14.33% |
$113K - $136K
|
12.6K
$747K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.58K+ 11.71% |
$113K - $135K
|
15K
$891K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.53K+ 464.74% |
$110K - $131K
|
1.86K
$110K
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.48K+ 24.34% |
$106K - $127K
|
7.54K
$447K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43K+ 17.34% |
$102K - $123K
|
9.66K
$572K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.41K+ 22.01% |
$101K - $122K
|
7.83K
$464K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.37K+ 32.57% |
$98.5K - $118K
|
5.59K
$332K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.36K+ 28.02% |
$97.7K - $117K
|
6.23K
$369K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.34K+ 30.16% |
$96.3K - $115K
|
5.8K
$344K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.32K+ 36.93% |
$94.8K - $114K
|
4.91K
$291K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.26KNew |
$90.5K - $109K
|
1.26K
$74.9K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.26K+ 16.09% |
$90.5K - $109K
|
9.11K
$540K
|