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 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.44% |
$1.84K - $2.22K
|
7.96K
$472K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-36- 0.27% |
$1.89K - $2.29K
|
13.4K
$793K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38- 0.37% |
$1.99K - $2.41K
|
10.2K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40- 4.28% |
$2.1K - $2.54K
|
895
$53.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-43- 1.18% |
$2.26K - $2.73K
|
3.59K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-44- 0.47% |
$2.31K - $2.8K
|
9.41K
$558K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-44- 83.02% |
$2.31K - $2.8K
|
9
$534
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-47- 0.45% |
$2.47K - $2.99K
|
10.3K
$612K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-47- 6.56% |
$2.47K - $2.99K
|
669
$39.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-48- 1.27% |
$2.52K - $3.05K
|
3.73K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-50- 0.83% |
$2.62K - $3.18K
|
6.01K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-50- 23.81% |
$2.62K - $3.18K
|
160
$9.49K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-50- 0.08% |
$2.62K - $3.18K
|
66.3K
$3.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-54- 0.89% |
$2.83K - $3.43K
|
5.98K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-55- 1.67% |
$2.89K - $3.49K
|
3.23K
$192K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-58- 1.47% |
$3.04K - $3.68K
|
3.89K
$231K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-66- 0.35% |
$3.46K - $4.19K
|
18.6K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-71- 0.5% |
$3.72K - $4.51K
|
14.2K
$843K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-76- 0.7% |
$3.99K - $4.83K
|
10.8K
$641K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-88- 10.21% |
$4.62K - $5.59K
|
774
$45.9K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-89- 2.4% |
$4.67K - $5.65K
|
3.61K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-90- 0.99% |
$4.72K - $5.72K
|
8.97K
$532K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-95- 1.01% |
$4.98K - $6.04K
|
9.31K
$552K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 34.84% |
$5.25K - $6.35K
|
187
$11.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 10.53% |
$5.25K - $6.35K
|
850
$50.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 1.08% |
$5.25K - $6.35K
|
9.19K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 40.91% |
$5.67K - $6.86K
|
156
$9.25K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-112- 1.86% |
$5.88K - $7.12K
|
5.9K
$350K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-115- 8.85% |
$6.03K - $7.31K
|
1.18K
$70.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-115- 3.18% |
$6.03K - $7.31K
|
3.5K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-116- 22.48% |
$6.09K - $7.37K
|
400
$23.7K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-117- 2.26% |
$6.14K - $7.43K
|
5.07K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-121- 10.38% |
$6.35K - $7.69K
|
1.05K
$62K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-142- 21.61% |
$7.45K - $9.02K
|
515
$30.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-148- 10.42% |
$7.76K - $9.4K
|
1.27K
$75.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-150- 2.31% |
$7.87K - $9.53K
|
6.35K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-179- 1.31% |
$9.39K - $11.4K
|
13.5K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 85.78% |
$9.81K - $11.9K
|
31
$1.84K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-189- 2.11% |
$9.91K - $12K
|
8.76K
$519K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-196- 2.05% |
$10.3K - $12.5K
|
9.37K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-201- 2.08% |
$10.5K - $12.8K
|
9.46K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-208- 29.13% |
$10.9K - $13.2K
|
506
$30K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-209- 0.88% |
$11K - $13.3K
|
23.5K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-209- 25.0% |
$11K - $13.3K
|
627
$37.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-223- 1.54% |
$11.7K - $14.2K
|
14.2K
$843K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-228- 2.11% |
$12K - $14.5K
|
10.6K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-239- 36.54% |
$12.5K - $15.2K
|
415
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-241- 0.95% |
$12.6K - $15.3K
|
25.2K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-250- 2.38% |
$13.1K - $15.9K
|
10.2K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-256- 36.89% |
$13.4K - $16.3K
|
438
$26K
|