Purchases and Sales Made in Q3 2023 in Firstenergy Corp (FE)
This table provides information about the institutional ownership of Firstenergy Corp (FE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
326+ 1.97% |
$11.1K - $13.1K
|
16.9K
$660K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
325+ 56.92% |
$11.1K - $13K
|
896
$35.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
311New |
$10.6K - $12.5K
|
311
$12.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
306+ 1.75% |
$10.5K - $12.3K
|
17.8K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
288+ 4.06% |
$9.84K - $11.5K
|
7.38K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
287+ 4.68% |
$9.81K - $11.5K
|
6.43K
$252K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
233+ 1.44% |
$7.96K - $9.34K
|
16.4K
$644K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
228+ 0.85% |
$7.79K - $9.14K
|
27.1K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
213+ 0.47% |
$7.28K - $8.54K
|
45.7K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.21% |
$6.84K - $8.02K
|
93.6K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$6.84K - $8.02K
|
200
$7.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
190New |
$6.49K - $7.62K
|
190
$7.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
175+ 875.0% |
$5.98K - $7.02K
|
195
$7.63K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
169+ 1.75% |
$5.78K - $6.78K
|
9.8K
$384K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
151+ 1.99% |
$5.16K - $6.05K
|
7.75K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 3.46% |
$5.13K - $6.01K
|
4.48K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
141+ 45.34% |
$4.82K - $5.65K
|
452
$17.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
141+ 1.28% |
$4.82K - $5.65K
|
11.2K
$438K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
106+ 0.89% |
$3.62K - $4.25K
|
12.1K
$472K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 1.72% |
$3.42K - $4.01K
|
5.9K
$231K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$3.42K - $4.01K
|
100
$3.92K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
95+ 39.42% |
$3.25K - $3.81K
|
336
$13.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
84+ 1.44% |
$2.87K - $3.37K
|
5.9K
$231K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
84+ 350.0% |
$2.87K - $3.37K
|
108
$4.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
84New |
$2.87K - $3.37K
|
84
$3.29K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
82+ 5.11% |
$2.8K - $3.29K
|
1.69K
$66.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74+ 60.16% |
$2.53K - $2.97K
|
197
$7.71K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
65New |
$2.22K - $2.61K
|
65
$2.54K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
60New |
$2.05K - $2.41K
|
60
$2.35K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
59+ 17.35% |
$2.02K - $2.37K
|
399
$15.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$1.71K - $2K
|
50
$1.96K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44New |
$1.5K - $1.76K
|
44
$1.72K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
43+ 4.4% |
$1.47K - $1.72K
|
1.02K
$40K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
39+ 9.4% |
$1.33K - $1.56K
|
454
$17.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
33+ 0.36% |
$1.13K - $1.32K
|
9.08K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 2.17% |
$1.13K - $1.32K
|
1.55K
$60.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
27+ 0.18% |
$923 - $1.08K
|
14.7K
$574K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 8.36% |
$855 - $1K
|
324
$12.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25+ 0.54% |
$855 - $1K
|
4.63K
$181K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
21New |
$718 - $842
|
21
$822
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$718 - $842
|
21
$822
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
20+ 0.99% |
$684 - $802
|
2.04K
$79.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
19New |
$649 - $762
|
19
$744
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
16+ 0.17% |
$547 - $641
|
9.24K
$362K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
14New |
$479 - $561
|
14
$548
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13New |
$444 - $521
|
13
$509
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 1.03% |
$342 - $401
|
985
$38.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.14% |
$308 - $361
|
6.26K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.31% |
$308 - $361
|
2.92K
$114K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.11% |
$273 - $321
|
7.59K
$297K
|