Purchases and Sales Made in Q4 2023 in Firstenergy Corp (FE)
This table provides information about the institutional ownership of Firstenergy Corp (FE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16New |
$522 - $616
|
16
$637
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$489 - $578
|
15
$597
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 35.0% |
$456 - $539
|
54
$2.15K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12New |
$391 - $462
|
12
$477
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11+ 2.92% |
$359 - $424
|
388
$15.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.12% |
$359 - $424
|
996
$39.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 5.13% |
$326 - $385
|
205
$8.16K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.27% |
$261 - $308
|
2.93K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
7New |
$228 - $270
|
7
$279
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
7New |
$228 - $270
|
7
$279
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.09% |
$228 - $270
|
7.6K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 53.85% |
$228 - $270
|
20
$796
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 1.27% |
$196 - $231
|
478
$19K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 1.18% |
$130 - $154
|
343
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4+ 0.0% |
$130 - $154
|
107K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.09% |
$130 - $154
|
371
$14.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 1.18% |
$130 - $154
|
343
$13.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.92% |
$65.2 - $77
|
219
$8.71K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.02% |
$65.2 - $77
|
9.74K
$387K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.32% |
$65.2 - $77
|
153
$6.09K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 0.27% |
$65.2 - $77
|
736
$29.3K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 4.76% |
$32.6 - $38.5
|
20
$796
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$32.6 - $38.5
|
1
$39.8
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2- 0.02% |
$65.2 - $77
|
9K
$358K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 0.01% |
$65.2 - $77
|
38.4K
$1.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2- 40.0% |
$65.2 - $77
|
3
$119
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-2- 15.38% |
$65.2 - $77
|
11
$438
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 0.06% |
$97.8 - $116
|
4.62K
$184K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 2.56% |
$97.8 - $116
|
114
$4.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 2.38% |
$163 - $193
|
205
$8.16K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-7- 50.0% |
$228 - $270
|
7
$279
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8- 11.76% |
$261 - $308
|
60
$2.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 2.13% |
$261 - $308
|
367
$14.6K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 3.73% |
$326 - $385
|
258
$10.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10- 0.12% |
$326 - $385
|
8.22K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 0.92% |
$522 - $616
|
1.73K
$68.9K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-19- 7.45% |
$619 - $732
|
236
$9.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 11.83% |
$717 - $847
|
164
$6.53K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-23- 0.37% |
$750 - $886
|
6.24K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 7.72% |
$815 - $963
|
299
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-27- 0.15% |
$880 - $1.04K
|
18.4K
$733K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-28- 8.36% |
$913 - $1.08K
|
307
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-28- 0.08% |
$913 - $1.08K
|
36.4K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 14.1% |
$1.08K - $1.27K
|
201
$8K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-40- 90.91% |
$1.3K - $1.54K
|
4
$159
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 0.51% |
$1.86K - $2.2K
|
11.1K
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57- 1.87% |
$1.86K - $2.2K
|
2.99K
$119K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-59- 14.79% |
$1.92K - $2.27K
|
340
$13.5K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-63- 1.51% |
$2.05K - $2.43K
|
4.1K
$163K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-71- 36.04% |
$2.31K - $2.73K
|
126
$5.01K
|