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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 1.2% |
$239 - $281
|
592
$23.2K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 0.6% |
$205 - $241
|
999
$39.1K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5New |
$171 - $200
|
5
$196
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.69% |
$171 - $200
|
734
$28.7K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 400.0% |
$137 - $160
|
5
$196
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$137 - $160
|
23.7K
$930K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.4% |
$103 - $120
|
217
$8.5K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 1.19% |
$103 - $120
|
255
$9.98K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.89% |
$103 - $120
|
339
$13.3K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$68.4 - $80.2
|
9K
$352K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.67% |
$34.2 - $40.1
|
151
$5.91K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 100.0% |
$34.2 - $40.1
|
2
$78.3
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.86% |
$34.2 - $40.1
|
117
$4.58K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.37% |
$34.2 - $40.1
|
270
$10.6K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-9- 18.75% |
$308 - $361
|
39
$1.53K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.11% |
$342 - $401
|
8.84K
$346K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.15% |
$376 - $441
|
7.37K
$289K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-20- 6.58% |
$684 - $802
|
284
$11.1K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 28.95% |
$752 - $882
|
54
$2.11K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26Closed |
$889 - $1.04K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 39.39% |
$889 - $1.04K
|
40
$1.57K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-30- 0.04% |
$1.03K - $1.2K
|
71.7K
$2.81M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-32- 22.22% |
$1.09K - $1.28K
|
112
$4.38K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-34- 12.32% |
$1.16K - $1.36K
|
242
$9.47K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-34- 3.66% |
$1.16K - $1.36K
|
896
$35.1K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-35- 0.17% |
$1.2K - $1.4K
|
20K
$783K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-35- 26.52% |
$1.2K - $1.4K
|
97
$3.8K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 13.97% |
$1.3K - $1.52K
|
234
$9.16K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-38- 0.46% |
$1.3K - $1.52K
|
8.23K
$322K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-39- 73.58% |
$1.33K - $1.56K
|
14
$548
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-42- 18.42% |
$1.44K - $1.68K
|
186
$7.28K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-44- 0.46% |
$1.5K - $1.76K
|
9.5K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 64.0% |
$1.64K - $1.92K
|
27
$1.06K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-48- 0.03% |
$1.64K - $1.92K
|
148K
$5.81M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 50.0% |
$1.71K - $2K
|
50
$1.96K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-61- 0.62% |
$2.08K - $2.45K
|
9.84K
$385K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-66Closed |
$2.26K - $2.65K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-71- 2.92% |
$2.43K - $2.85K
|
2.36K
$92.6K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-72- 2.9% |
$2.46K - $2.89K
|
2.42K
$94.5K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-77- 63.64% |
$2.63K - $3.09K
|
44
$1.72K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-79- 9.4% |
$2.7K - $3.17K
|
761
$29.8K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-80- 10.03% |
$2.73K - $3.21K
|
718
$28.1K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-85- 74.56% |
$2.91K - $3.41K
|
29
$1.14K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-90- 21.18% |
$3.08K - $3.61K
|
335
$13.1K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 2.99% |
$3.21K - $3.77K
|
3.05K
$120K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 59.52% |
$3.42K - $4.01K
|
68
$2.66K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-106- 7.59% |
$3.62K - $4.25K
|
1.29K
$50.5K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 72.9% |
$3.86K - $4.53K
|
42
$1.64K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-124- 10.88% |
$4.24K - $4.97K
|
1.02K
$39.8K
|