Purchases and Sales Made in Q2 2023 in Firstenergy Corp (FE)
This table provides information about the institutional ownership of Firstenergy Corp (FE) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRSTENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
166+ 4.28% |
$6.09K - $6.95K
|
4.04K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
152+ 39.18% |
$5.58K - $6.36K
|
540
$21.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
144+ 171.43% |
$5.29K - $6.03K
|
228
$9.12K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
133+ 16.2% |
$4.88K - $5.57K
|
954
$38.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
126+ 1.33% |
$4.63K - $5.27K
|
9.63K
$385K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
118New |
$4.33K - $4.94K
|
118
$4.72K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
115New |
$4.22K - $4.81K
|
115
$4.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
110+ 11.4% |
$4.04K - $4.6K
|
1.08K
$43K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
102New |
$3.74K - $4.27K
|
102
$4.08K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
102New |
$3.74K - $4.27K
|
102
$4.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
101+ 210.42% |
$3.71K - $4.23K
|
149
$5.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
92+ 0.54% |
$3.38K - $3.85K
|
17.2K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
90+ 4.81% |
$3.3K - $3.77K
|
1.96K
$78.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
82+ 200.0% |
$3.01K - $3.43K
|
123
$4.92K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
79+ 1.28% |
$2.9K - $3.31K
|
6.25K
$250K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
67+ 0.98% |
$2.46K - $2.8K
|
6.88K
$275K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
58+ 1.13% |
$2.13K - $2.43K
|
5.17K
$207K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52New |
$1.91K - $2.18K
|
52
$2.08K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
48+ 1.02% |
$1.76K - $2.01K
|
4.75K
$190K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
47+ 0.17% |
$1.73K - $1.97K
|
27.7K
$1.11M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
47+ 0.17% |
$1.73K - $1.97K
|
27.7K
$1.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
47+ 0.85% |
$1.73K - $1.97K
|
5.6K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
46+ 0.48% |
$1.69K - $1.93K
|
9.55K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
43New |
$1.58K - $1.8K
|
43
$1.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
41+ 341.67% |
$1.51K - $1.72K
|
53
$2.12K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
41+ 100.0% |
$1.51K - $1.72K
|
82
$3.28K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 3.93% |
$1.36K - $1.55K
|
978
$39.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
26New |
$954 - $1.09K
|
26
$1.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25+ 50.0% |
$918 - $1.05K
|
75
$3K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
23+ 0.4% |
$844 - $963
|
5.83K
$233K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 40.74% |
$808 - $921
|
76
$3.04K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$734 - $837
|
20
$800
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20+ 1.0% |
$734 - $837
|
2.02K
$80.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17+ 0.3% |
$624 - $711
|
5.66K
$227K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.82% |
$587 - $670
|
1.98K
$79.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.09% |
$551 - $628
|
17.5K
$701K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
15+ 0.2% |
$551 - $628
|
7.52K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 10.77% |
$514 - $586
|
144
$5.76K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13New |
$477 - $544
|
13
$520
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 24.53% |
$477 - $544
|
66
$2.64K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.14% |
$404 - $460
|
975
$39K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 0.73% |
$404 - $460
|
1.52K
$60.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 10.0% |
$367 - $419
|
110
$4.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 5.77% |
$330 - $377
|
165
$6.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 5.77% |
$330 - $377
|
165
$6.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.28% |
$294 - $335
|
2.91K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 5.45% |
$220 - $251
|
116
$4.64K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.63% |
$184 - $209
|
311
$12.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$184 - $209
|
5
$200
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.89% |
$147 - $167
|
455
$18.2K
|