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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
159+ 5.58% |
$11.4K - $13.7K
|
3.01K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
159New |
$11.4K - $13.7K
|
159
$9.43K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
158+ 0.04% |
$11.3K - $13.6K
|
378K
$22.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
158New |
$11.3K - $13.6K
|
158
$9.37K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
158New |
$11.3K - $13.6K
|
158
$9.37K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
157+ 2.36% |
$11.3K - $13.5K
|
6.81K
$404K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
154+ 2.43% |
$11K - $13.2K
|
6.5K
$385K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
151+ 118.9% |
$10.8K - $13K
|
278
$16.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
149+ 14.03% |
$10.7K - $12.8K
|
1.21K
$71.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
148+ 6.86% |
$10.6K - $12.7K
|
2.31K
$137K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
147+ 0.77% |
$10.5K - $12.6K
|
19.1K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
146New |
$10.5K - $12.6K
|
146
$8.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
142New |
$10.2K - $12.2K
|
142
$8.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139New |
$9.96K - $12K
|
139
$8.24K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
136+ 1.08% |
$9.75K - $11.7K
|
12.8K
$756K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
133+ 2.66% |
$9.53K - $11.4K
|
5.14K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
121New |
$8.67K - $10.4K
|
121
$7.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
120+ 2.96% |
$8.6K - $10.3K
|
4.17K
$247K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
119New |
$8.53K - $10.2K
|
119
$7.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
119+ 0.44% |
$8.53K - $10.2K
|
27.2K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 15.55% |
$8.46K - $10.1K
|
877
$52K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
118New |
$8.46K - $10.1K
|
118
$7K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
117+ 2.39% |
$8.39K - $10.1K
|
5.01K
$297K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
116+ 3.85% |
$8.31K - $9.98K
|
3.13K
$185K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
108+ 0.73% |
$7.74K - $9.29K
|
14.8K
$878K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
106New |
$7.6K - $9.12K
|
106
$6.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 1.83% |
$7.6K - $9.12K
|
5.89K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
100+ 1.13% |
$7.17K - $8.6K
|
8.95K
$531K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
96+ 3.46% |
$6.88K - $8.26K
|
2.87K
$170K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
89+ 10.34% |
$6.38K - $7.65K
|
950
$56.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$6.02K - $7.22K
|
84
$4.98K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
84New |
$6.02K - $7.22K
|
84
$4.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$5.95K - $7.14K
|
83
$4.92K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
83New |
$5.95K - $7.14K
|
83
$4.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
80+ 148.15% |
$5.73K - $6.88K
|
134
$7.94K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
76+ 1.85% |
$5.45K - $6.54K
|
4.18K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
73+ 162.22% |
$5.23K - $6.28K
|
118
$7K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
73+ 1.44% |
$5.23K - $6.28K
|
5.14K
$305K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
69+ 53.08% |
$4.95K - $5.93K
|
199
$11.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
63+ 2.36% |
$4.52K - $5.42K
|
2.73K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
62+ 5.17% |
$4.44K - $5.33K
|
1.26K
$74.8K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
60+ 1.28% |
$4.3K - $5.16K
|
4.73K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
60+ 0.31% |
$4.3K - $5.16K
|
19.2K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60+ 42.55% |
$4.3K - $5.16K
|
201
$11.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
59New |
$4.23K - $5.07K
|
59
$3.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
55New |
$3.94K - $4.73K
|
55
$3.26K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
53New |
$3.8K - $4.56K
|
53
$3.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
49+ 1.5% |
$3.51K - $4.21K
|
3.32K
$197K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
48+ 69.57% |
$3.44K - $4.13K
|
117
$6.94K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47New |
$3.37K - $4.04K
|
47
$2.79K
|