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 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
146+ 2.29% |
$7.66K - $9.28K
|
6.53K
$404K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
144New |
$7.55K - $9.15K
|
144
$8.91K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
144+ 0.29% |
$7.55K - $9.15K
|
49.8K
$3.08M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
141+ 52.22% |
$7.4K - $8.96K
|
411
$25.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
140New |
$7.34K - $8.89K
|
140
$8.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
135+ 1.1% |
$7.08K - $8.58K
|
12.4K
$768K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
132+ 2.71% |
$6.92K - $8.39K
|
5K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
131+ 818.75% |
$6.87K - $8.32K
|
147
$9.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
124+ 1.51% |
$6.51K - $7.88K
|
8.36K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
119+ 2.18% |
$6.24K - $7.56K
|
5.58K
$345K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
118+ 2.46% |
$6.19K - $7.5K
|
4.91K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
116+ 725.0% |
$6.09K - $7.37K
|
132
$8.16K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115New |
$6.03K - $7.31K
|
115
$7.11K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$5.93K - $7.18K
|
113
$6.99K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
113+ 1.91% |
$5.93K - $7.18K
|
6.04K
$374K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109+ 1.93% |
$5.72K - $6.92K
|
5.77K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
92+ 213.95% |
$4.83K - $5.84K
|
135
$8.35K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
85+ 33.46% |
$4.46K - $5.4K
|
339
$21K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85+ 0.34% |
$4.46K - $5.4K
|
25.2K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
80New |
$4.2K - $5.08K
|
80
$4.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
79New |
$4.14K - $5.02K
|
79
$4.89K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
73New |
$3.83K - $4.64K
|
73
$4.52K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
71+ 1.48% |
$3.72K - $4.51K
|
4.86K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68+ 272.0% |
$3.57K - $4.32K
|
93
$5.75K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
67+ 2.38% |
$3.51K - $4.26K
|
2.89K
$178K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
67+ 0.22% |
$3.51K - $4.26K
|
31.2K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
67+ 0.07% |
$3.51K - $4.26K
|
96K
$5.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
66+ 1.1% |
$3.46K - $4.19K
|
6.05K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58+ 161.11% |
$3.04K - $3.68K
|
94
$5.81K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
54+ 3.62% |
$2.83K - $3.43K
|
1.55K
$95.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
50New |
$2.62K - $3.18K
|
50
$3.09K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
47+ 522.22% |
$2.47K - $2.99K
|
56
$3.46K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
44+ 0.15% |
$2.31K - $2.8K
|
28.9K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 14.09% |
$2.2K - $2.67K
|
340
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
41+ 25.95% |
$2.15K - $2.6K
|
199
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.34% |
$1.99K - $2.41K
|
11.1K
$684K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37+ 1.06% |
$1.94K - $2.35K
|
3.52K
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
37+ 0.73% |
$1.94K - $2.35K
|
5.1K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
36New |
$1.89K - $2.29K
|
36
$2.23K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
35New |
$1.84K - $2.22K
|
35
$2.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
31New |
$1.63K - $1.97K
|
31
$1.92K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$1.57K - $1.91K
|
30
$1.86K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
28+ 0.57% |
$1.47K - $1.78K
|
4.94K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
27New |
$1.42K - $1.72K
|
27
$1.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
26New |
$1.36K - $1.65K
|
26
$1.61K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
25+ 0.38% |
$1.31K - $1.59K
|
6.63K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24New |
$1.26K - $1.52K
|
24
$1.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23+ 1.34% |
$1.21K - $1.46K
|
1.74K
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
21New |
$1.1K - $1.33K
|
21
$1.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
21+ 0.26% |
$1.1K - $1.33K
|
8.04K
$497K
|