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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
708New |
$37.1K - $45K
|
708
$42K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
700New |
$36.7K - $44.5K
|
700
$41.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
681+ 1.57% |
$35.7K - $43.3K
|
44.1K
$2.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
655+ 8.12% |
$34.4K - $41.6K
|
8.72K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
623+ 4.37% |
$32.7K - $39.6K
|
14.9K
$881K
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
600+ 5.54% |
$31.5K - $38.1K
|
11.4K
$678K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
590+ 15.59% |
$31K - $37.5K
|
4.38K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
563+ 26.63% |
$29.5K - $35.8K
|
2.68K
$159K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
546+ 11.07% |
$28.6K - $34.7K
|
5.48K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
519+ 4.35% |
$27.2K - $33K
|
12.4K
$738K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
500New |
$26.2K - $31.8K
|
500
$29.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
480+ 172.66% |
$25.2K - $30.5K
|
758
$44.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
455+ 3.32% |
$23.9K - $28.9K
|
14.2K
$840K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
444+ 9.61% |
$23.3K - $28.2K
|
5.07K
$300K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
443+ 7.14% |
$23.2K - $28.1K
|
6.65K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
443+ 7.14% |
$23.2K - $28.1K
|
6.65K
$394K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
424New |
$22.2K - $26.9K
|
424
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$21K - $25.4K
|
400
$23.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
375+ 33.16% |
$19.7K - $23.8K
|
1.51K
$89.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
375+ 1.39% |
$19.7K - $23.8K
|
27.3K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
374+ 11.57% |
$19.6K - $23.8K
|
3.61K
$214K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
359+ 12.79% |
$18.8K - $22.8K
|
3.17K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
358+ 8.91% |
$18.8K - $22.7K
|
4.37K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
356+ 0.66% |
$18.7K - $22.6K
|
54.4K
$3.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
355+ 7.68% |
$18.6K - $22.6K
|
4.98K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
354+ 5.3% |
$18.6K - $22.5K
|
7.03K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
337New |
$17.7K - $21.4K
|
337
$20K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
323+ 0.24% |
$16.9K - $20.5K
|
132K
$7.85M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
322New |
$16.9K - $20.5K
|
322
$19.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
315New |
$16.5K - $20K
|
315
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.5% |
$15.7K - $19.1K
|
60.2K
$3.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
287+ 26.72% |
$15.1K - $18.2K
|
1.36K
$80.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
287+ 26.72% |
$15.1K - $18.2K
|
1.36K
$80.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
283+ 2.74% |
$14.8K - $18K
|
10.6K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
272+ 83.95% |
$14.3K - $17.3K
|
596
$35.3K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 1.35% |
$14.1K - $17K
|
20.1K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$14K - $16.9K
|
266
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
264+ 0.36% |
$13.8K - $16.8K
|
73.4K
$4.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
258+ 44.71% |
$13.5K - $16.4K
|
835
$49.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
251+ 13.52% |
$13.2K - $15.9K
|
2.11K
$125K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
246New |
$12.9K - $15.6K
|
246
$14.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
239+ 4.29% |
$12.5K - $15.2K
|
5.8K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
238New |
$12.5K - $15.1K
|
238
$14.1K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
228+ 1.15% |
$12K - $14.5K
|
20K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
220+ 14.41% |
$11.5K - $14K
|
1.75K
$104K
|
|
|
Feb 13, 2024
Q4 2023
|
Presima Inc.
|
BUY
|
- |
200+ 1.48% |
$10.5K - $12.7K
|
13.7K
$814K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 100.0% |
$10.5K - $12.7K
|
400
$23.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
168+ 0.28% |
$8.81K - $10.7K
|
61.2K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
161+ 0.51% |
$8.45K - $10.2K
|
31.7K
$1.88M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
161New |
$8.45K - $10.2K
|
161
$9.55K
|