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 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$1.05K - $1.27K
|
20
$1.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 12.08% |
$944 - $1.14K
|
167
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17+ 0.22% |
$892 - $1.08K
|
7.75K
$479K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.38% |
$787 - $953
|
3.92K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14+ 56.0% |
$734 - $889
|
39
$2.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$734 - $889
|
14
$866
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
11New |
$577 - $699
|
11
$680
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11New |
$577 - $699
|
11
$680
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 3.85% |
$525 - $635
|
270
$16.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 3.22% |
$525 - $635
|
321
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.21% |
$525 - $635
|
4.83K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 2.48% |
$420 - $508
|
330
$20.4K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7New |
$367 - $445
|
7
$433
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$315 - $381
|
6
$371
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
6+ 0.14% |
$315 - $381
|
4.15K
$257K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 2.69% |
$262 - $318
|
191
$11.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.43% |
$210 - $254
|
924
$57.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 4.94% |
$210 - $254
|
85
$5.26K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.1% |
$210 - $254
|
4.18K
$259K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3New |
$157 - $191
|
3
$186
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 17.65% |
$157 - $191
|
20
$1.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.12% |
$157 - $191
|
271
$16.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.38% |
$105 - $127
|
528
$32.7K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.34% |
$52.5 - $63.5
|
298
$18.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.34% |
$52.5 - $63.5
|
298
$18.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 2.5% |
$52.5 - $63.5
|
41
$2.54K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-1- 0.02% |
$52.5 - $63.5
|
5.01K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$52.5 - $63.5
|
4.54K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 10.0% |
$52.5 - $63.5
|
9
$557
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2- 0.64% |
$105 - $127
|
309
$19.1K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-4- 44.44% |
$210 - $254
|
5
$309
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5- 0.46% |
$262 - $318
|
1.07K
$66.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5- 0.01% |
$262 - $318
|
72.1K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 3.37% |
$315 - $381
|
172
$10.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 23.53% |
$420 - $508
|
26
$1.61K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9- 0.44% |
$472 - $572
|
2.06K
$127K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-10- 0.08% |
$525 - $635
|
12.2K
$755K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-11- 5.45% |
$577 - $699
|
191
$11.8K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13- 0.06% |
$682 - $826
|
23.4K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-15- 0.34% |
$787 - $953
|
4.38K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-19- 2.52% |
$997 - $1.21K
|
734
$45.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-23- 0.45% |
$1.21K - $1.46K
|
5.04K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 4.31% |
$1.26K - $1.52K
|
533
$33K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-32- 94.12% |
$1.68K - $2.03K
|
2
$124
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-34Closed |
$1.78K - $2.16K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.44% |
$1.84K - $2.22K
|
7.96K
$492K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.27% |
$1.89K - $2.29K
|
13.4K
$827K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.37% |
$1.99K - $2.41K
|
10.2K
$631K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40- 4.28% |
$2.1K - $2.54K
|
895
$55.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-43- 1.18% |
$2.26K - $2.73K
|
3.59K
$222K
|