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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11.8KNew |
$620K - $751K
|
11.8K
$731K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$619K - $750K
|
11.8K
$730K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 26.51% |
$617K - $747K
|
56.1K
$3.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.5KNew |
$601K - $727K
|
11.5K
$708K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4KNew |
$597K - $723K
|
11.4K
$704K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
10.8KNew |
$568K - $688K
|
10.8K
$670K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 58.3% |
$554K - $671K
|
28.7K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
10.5K+ 1.63% |
$553K - $670K
|
656K
$40.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$536K - $649K
|
10.2K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.27KNew |
$486K - $589K
|
9.27K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.19K+ 3.89% |
$482K - $584K
|
245K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
9.19KNew |
$482K - $584K
|
9.19K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
9.1KNew |
$477K - $578K
|
9.1K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.03K+ 68.78% |
$474K - $573K
|
22.2K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.85K+ 28.4% |
$464K - $562K
|
40K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.77KNew |
$460K - $557K
|
8.77K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
8.48K+ 26.71% |
$445K - $538K
|
40.2K
$2.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.46K+ 50.5% |
$444K - $537K
|
25.2K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.26KNew |
$433K - $525K
|
8.26K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
8.16KNew |
$428K - $519K
|
8.16K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.06KNew |
$423K - $512K
|
8.06K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.98KNew |
$419K - $507K
|
7.98K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.95K+ 8.21% |
$417K - $505K
|
105K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.95K+ 26.0% |
$417K - $505K
|
38.5K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.94K+ 25.0% |
$417K - $505K
|
39.7K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.86K+ 44.37% |
$413K - $500K
|
25.6K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.79KNew |
$409K - $495K
|
7.79K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.75K+ 106.68% |
$406K - $492K
|
15K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.65KNew |
$401K - $486K
|
7.65K
$473K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
7.56KNew |
$397K - $480K
|
7.56K
$468K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
7.5KNew |
$393K - $476K
|
7.5K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.38K+ 0.25% |
$387K - $469K
|
2.96M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.3K+ 38.44% |
$383K - $464K
|
26.3K
$1.63M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.21KNew |
$378K - $458K
|
7.21K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
7.04KNew |
$369K - $447K
|
7.04K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6.93KNew |
$364K - $440K
|
6.93K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.86KNew |
$360K - $436K
|
6.86K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.81K+ 58.32% |
$357K - $433K
|
18.5K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
6.6K+ 178.31% |
$346K - $419K
|
10.3K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.43KNew |
$337K - $408K
|
6.43K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.43K+ 41.95% |
$337K - $408K
|
21.7K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.3K+ 6.58% |
$330K - $400K
|
102K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
6.3K+ 5.57% |
$330K - $400K
|
119K
$7.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.27K+ 16.76% |
$329K - $398K
|
43.7K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.22K+ 4.56% |
$326K - $395K
|
143K
$8.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.07KNew |
$318K - $385K
|
6.07K
$375K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
6.02KNew |
$316K - $382K
|
6.02K
$372K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.94K+ 134.95% |
$312K - $377K
|
10.3K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.83K+ 151.23% |
$306K - $370K
|
9.68K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.69K+ 71112.5% |
$298K - $361K
|
5.7K
$352K
|