Purchases and Sales Made in Q4 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2023. 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 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-300- 5.37% |
$15.7K - $19.1K
|
5.29K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-320- 1.27% |
$16.8K - $20.3K
|
24.8K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-322- 4.47% |
$16.9K - $20.5K
|
6.88K
$426K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-334- 8.02% |
$17.5K - $21.2K
|
3.83K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-338- 17.3% |
$17.7K - $21.5K
|
1.62K
$99.9K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-350- 37.08% |
$18.4K - $22.2K
|
594
$36.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-356- 10.87% |
$18.7K - $22.6K
|
2.92K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-359- 5.77% |
$18.8K - $22.8K
|
5.86K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-359- 2.48% |
$18.8K - $22.8K
|
14.1K
$873K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-375- 5.75% |
$19.7K - $23.8K
|
6.14K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-377- 8.2% |
$19.8K - $24K
|
4.22K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-379- 3.34% |
$19.9K - $24.1K
|
11K
$679K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-383- 14.41% |
$20.1K - $24.3K
|
2.27K
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-388- 1.5% |
$20.4K - $24.6K
|
25.5K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-396- 5.58% |
$20.8K - $25.2K
|
6.7K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-398- 4.28% |
$20.9K - $25.3K
|
8.9K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-411- 64.02% |
$21.6K - $26.1K
|
231
$14.3K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-426- 6.0% |
$22.3K - $27.1K
|
6.68K
$413K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-446- 8.85% |
$23.4K - $28.3K
|
4.59K
$284K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-450- 18.12% |
$23.6K - $28.6K
|
2.03K
$126K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-463- 54.92% |
$24.3K - $29.4K
|
380
$23.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-479- 11.98% |
$25.1K - $30.4K
|
3.52K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-492- 40.43% |
$25.8K - $31.3K
|
725
$44.8K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-497- 9.19% |
$26.1K - $31.6K
|
4.91K
$304K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.31% |
$26.2K - $31.8K
|
21.1K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 10.59% |
$26.2K - $31.8K
|
4.22K
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-530- 51.46% |
$27.8K - $33.7K
|
500
$30.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-541- 23.0% |
$28.4K - $34.4K
|
1.81K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-544- 43.07% |
$28.5K - $34.6K
|
719
$44.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-546- 9.39% |
$28.6K - $34.7K
|
5.27K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-548- 8.72% |
$28.7K - $34.8K
|
5.73K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-562- 6.86% |
$29.5K - $35.7K
|
7.63K
$472K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-586- 11.56% |
$30.7K - $37.2K
|
4.48K
$277K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-590- 68.68% |
$31K - $37.5K
|
269
$16.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-593- 1.85% |
$31.1K - $37.7K
|
31.5K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-616- 12.97% |
$32.3K - $39.1K
|
4.13K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-617- 1.98% |
$32.4K - $39.2K
|
30.5K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-622- 28.38% |
$32.6K - $39.5K
|
1.57K
$97.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-653- 12.93% |
$34.3K - $41.5K
|
4.4K
$272K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-671- 19.45% |
$35.2K - $42.6K
|
2.78K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-688- 4.78% |
$36.1K - $43.7K
|
13.7K
$847K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-700- 0.42% |
$36.7K - $44.5K
|
165K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-709- 65.23% |
$37.2K - $45K
|
378
$23.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-719- 14.51% |
$37.7K - $45.7K
|
4.24K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-733- 15.71% |
$38.5K - $46.6K
|
3.93K
$243K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-733- 20.79% |
$38.5K - $46.6K
|
2.79K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-760- 7.19% |
$39.9K - $48.3K
|
9.81K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-768- 0.61% |
$40.3K - $48.8K
|
126K
$7.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-783- 10.28% |
$41.1K - $49.7K
|
6.84K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-800- 17.13% |
$42K - $50.8K
|
3.87K
$239K
|