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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
42+ 0.44% |
$3.01K - $3.61K
|
9.48K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
40+ 1.16% |
$2.87K - $3.44K
|
3.48K
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
40+ 0.85% |
$2.87K - $3.44K
|
4.76K
$282K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
38+ 0.75% |
$2.72K - $3.27K
|
5.09K
$302K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
37+ 0.69% |
$2.65K - $3.18K
|
5.37K
$318K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
35New |
$2.51K - $3.01K
|
35
$2.08K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
34+ 2.9% |
$2.44K - $2.92K
|
1.21K
$71.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33+ 0.12% |
$2.37K - $2.84K
|
28.1K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.4% |
$2.29K - $2.75K
|
8.06K
$478K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
31New |
$2.22K - $2.67K
|
31
$1.84K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
30New |
$2.15K - $2.58K
|
30
$1.78K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
30New |
$2.15K - $2.58K
|
30
$1.78K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 0.33% |
$2.15K - $2.58K
|
9.2K
$545K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
28New |
$2.01K - $2.41K
|
28
$1.66K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
26+ 0.78% |
$1.86K - $2.24K
|
3.37K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
25+ 0.51% |
$1.79K - $2.15K
|
4.96K
$294K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
21+ 0.8% |
$1.51K - $1.81K
|
2.63K
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 2.25% |
$1.43K - $1.72K
|
909
$53.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19+ 0.59% |
$1.36K - $1.63K
|
3.24K
$192K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 1.67% |
$1.29K - $1.55K
|
1.09K
$64.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
17+ 0.18% |
$1.22K - $1.46K
|
9.28K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$1.22K - $1.46K
|
5.47K
$324K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
15+ 0.48% |
$1.08K - $1.29K
|
3.16K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14+ 1400.0% |
$1K - $1.2K
|
15
$889
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.49% |
$932 - $1.12K
|
2.65K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
13+ 1.74% |
$932 - $1.12K
|
761
$45.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13+ 0.5% |
$932 - $1.12K
|
2.62K
$155K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 0.36% |
$860 - $1.03K
|
3.33K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12+ 0.22% |
$860 - $1.03K
|
5.52K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12New |
$860 - $1.03K
|
12
$711
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$860 - $1.03K
|
12
$711
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
12+ 30.0% |
$860 - $1.03K
|
52
$3.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
11+ 0.08% |
$788 - $946
|
14.2K
$842K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 5.76% |
$788 - $946
|
202
$12K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11+ 0.37% |
$788 - $946
|
2.98K
$177K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.24% |
$717 - $860
|
4.18K
$248K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
10New |
$717 - $860
|
10
$593
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
9+ 0.41% |
$645 - $774
|
2.23K
$132K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
9+ 0.48% |
$645 - $774
|
1.87K
$111K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
9New |
$645 - $774
|
9
$534
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
9+ 0.06% |
$645 - $774
|
14.7K
$870K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.36% |
$573 - $688
|
2.22K
$132K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.51% |
$573 - $688
|
1.56K
$92.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.24% |
$573 - $688
|
3.27K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 3.35% |
$573 - $688
|
247
$14.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7+ 0.16% |
$502 - $602
|
4.39K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
7+ 25.0% |
$502 - $602
|
35
$2.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 0.56% |
$502 - $602
|
1.25K
$74.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$502 - $602
|
7
$415
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
6+ 0.02% |
$430 - $516
|
39.4K
$2.34M
|