Purchases and Sales Made in Q4 2024 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 2024. 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, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
112New |
$6.26K - $7.59K
|
112
$7.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
111+ 0.68% |
$6.2K - $7.52K
|
16.5K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 4.39% |
$6.2K - $7.52K
|
2.64K
$172K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
111+ 1.84% |
$6.2K - $7.52K
|
6.16K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
109+ 8.31% |
$6.09K - $7.38K
|
1.42K
$92.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100New |
$5.59K - $6.77K
|
100
$6.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
98+ 2.6% |
$5.48K - $6.64K
|
3.87K
$252K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
97New |
$5.42K - $6.57K
|
97
$6.32K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
93+ 1.97% |
$5.2K - $6.3K
|
4.8K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
91+ 42.33% |
$5.09K - $6.16K
|
306
$19.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
89New |
$4.98K - $6.03K
|
89
$5.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
89New |
$4.98K - $6.03K
|
89
$5.79K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
82+ 0.9% |
$4.58K - $5.55K
|
9.23K
$601K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
80New |
$4.47K - $5.42K
|
80
$5.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74+ 13.07% |
$4.14K - $5.01K
|
640
$41.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
72New |
$4.02K - $4.88K
|
72
$4.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
68New |
$3.8K - $4.61K
|
68
$4.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
68+ 0.78% |
$3.8K - $4.61K
|
8.76K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
65New |
$3.63K - $4.4K
|
65
$4.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
64+ 2.08% |
$3.58K - $4.33K
|
3.14K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
59+ 65.56% |
$3.3K - $4K
|
149
$9.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
58+ 8.19% |
$3.24K - $3.93K
|
766
$49.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 1.26% |
$3.07K - $3.73K
|
4.41K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
53+ 0.63% |
$2.96K - $3.59K
|
8.42K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
50+ 50.0% |
$2.8K - $3.39K
|
150
$9.77K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
50+ 111.11% |
$2.8K - $3.39K
|
95
$6.19K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
47+ 0.69% |
$2.63K - $3.18K
|
6.85K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
46New |
$2.57K - $3.12K
|
46
$3K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
44+ 1.22% |
$2.46K - $2.98K
|
3.66K
$238K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
43+ 1.25% |
$2.4K - $2.91K
|
3.49K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43New |
$2.4K - $2.91K
|
43
$2.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
41New |
$2.29K - $2.78K
|
41
$2.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.82% |
$2.24K - $2.71K
|
4.89K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
40+ 0.23% |
$2.24K - $2.71K
|
17.4K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
40New |
$2.24K - $2.71K
|
40
$2.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 37.11% |
$2.01K - $2.44K
|
133
$8.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 1.84% |
$2.01K - $2.44K
|
1.99K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
34+ 0.38% |
$1.9K - $2.3K
|
8.88K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.9K - $2.3K
|
34
$2.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
31+ 0.35% |
$1.73K - $2.1K
|
8.85K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
28+ 10.81% |
$1.57K - $1.9K
|
287
$18.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
28New |
$1.57K - $1.9K
|
28
$1.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
27+ 0.47% |
$1.51K - $1.83K
|
5.83K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
26New |
$1.45K - $1.76K
|
26
$1.69K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 1.9% |
$1.4K - $1.69K
|
1.34K
$87.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 3.57% |
$1.34K - $1.63K
|
696
$45.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
23+ 10.09% |
$1.29K - $1.56K
|
251
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 25.0% |
$1.06K - $1.29K
|
95
$6.19K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$1.06K - $1.29K
|
19
$1.24K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
17New |
$950 - $1.15K
|
17
$1.11K
|