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 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
480+ 1.51% |
$34.4K - $41.3K
|
32.3K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
469+ 0.96% |
$33.6K - $40.3K
|
49.5K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
461+ 11.95% |
$33K - $39.6K
|
4.32K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
449New |
$32.2K - $38.6K
|
449
$26.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
436+ 11.19% |
$31.3K - $37.5K
|
4.33K
$257K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
431+ 0.48% |
$30.9K - $37.1K
|
90.2K
$5.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
406+ 0.58% |
$29.1K - $34.9K
|
70.1K
$4.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
394+ 1.4% |
$28.2K - $33.9K
|
28.6K
$1.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
391+ 1.41% |
$28K - $33.6K
|
28.2K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
383New |
$27.5K - $32.9K
|
383
$22.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
367+ 10.19% |
$26.3K - $31.6K
|
3.97K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
366+ 0.45% |
$26.2K - $31.5K
|
81.1K
$4.81M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
364+ 3.71% |
$26.1K - $31.3K
|
10.2K
$604K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
323New |
$23.2K - $27.8K
|
323
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
322New |
$23.1K - $27.7K
|
322
$19.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
320+ 8.83% |
$22.9K - $27.5K
|
3.95K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
308+ 8.18% |
$22.1K - $26.5K
|
4.07K
$241K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
306New |
$21.9K - $26.3K
|
306
$18.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
306+ 6.71% |
$21.9K - $26.3K
|
4.87K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
302New |
$21.6K - $26K
|
302
$17.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$17.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 1.35% |
$21.5K - $25.8K
|
22.5K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$17.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$21.5K - $25.8K
|
300
$17.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
286+ 10.01% |
$20.5K - $24.6K
|
3.14K
$186K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
283+ 5.12% |
$20.3K - $24.3K
|
5.81K
$344K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
281+ 8.19% |
$20.1K - $24.2K
|
3.71K
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
281+ 75.74% |
$20.1K - $24.2K
|
652
$38.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
271+ 39.74% |
$19.4K - $23.3K
|
953
$56.5K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
260+ 1.04% |
$18.6K - $22.4K
|
25.3K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
258+ 2.37% |
$18.5K - $22.2K
|
11.2K
$662K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
257+ 0.47% |
$18.4K - $22.1K
|
54.5K
$3.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
256+ 7.66% |
$18.4K - $22K
|
3.6K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
250New |
$17.9K - $21.5K
|
250
$14.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
243+ 2.09% |
$17.4K - $20.9K
|
11.9K
$704K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
220+ 0.82% |
$15.8K - $18.9K
|
27K
$1.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
203+ 2.3% |
$14.6K - $17.5K
|
9.05K
$536K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
200+ 0.22% |
$14.3K - $17.2K
|
90.1K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 1.57% |
$14.3K - $17.2K
|
12.9K
$765K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
199+ 1.0% |
$14.3K - $17.1K
|
20.1K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
196+ 3.12% |
$14K - $16.9K
|
6.48K
$384K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
193+ 2.5% |
$13.8K - $16.6K
|
7.9K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
189+ 3.73% |
$13.5K - $16.3K
|
5.26K
$312K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
186+ 3720.0% |
$13.3K - $16K
|
191
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
184+ 45.89% |
$13.2K - $15.8K
|
585
$34.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
176+ 3.33% |
$12.6K - $15.1K
|
5.47K
$324K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
173+ 1.99% |
$12.4K - $14.9K
|
8.87K
$526K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165+ 3.81% |
$11.8K - $14.2K
|
4.49K
$266K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
161+ 3.09% |
$11.5K - $13.8K
|
5.37K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
161+ 3.09% |
$11.5K - $13.8K
|
5.37K
$319K
|