Latest Institutional Transactions on Public Service Enterprise Group Inc (PEG)
This table provides information on the latest institutional transactions involving Public Service Enterprise Group Inc (PEG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-816- 14.03% |
$46.5K - $54.5K
|
5K
$420K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
65New |
$3.7K - $4.34K
|
65
$5.45K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.19KNew |
$182K - $213K
|
3.19K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.8KNew |
$274K - $321K
|
4.8K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
223+ 4.1% |
$12.7K - $14.9K
|
5.66K
$475K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.25KNew |
$185K - $217K
|
3.25K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-100- 25.0% |
$5.7K - $6.68K
|
300
$25.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.4KNew |
$821K - $962K
|
14.4K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
3.04KNew |
$173K - $203K
|
3.04K
$255K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
110+ 3.2% |
$6.27K - $7.35K
|
3.55K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
3.04KNew |
$173K - $203K
|
3.04K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
669New |
$38.1K - $44.7K
|
669
$56.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.14KNew |
$179K - $209K
|
3.14K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.36K+ 79.92% |
$77.3K - $90.6K
|
3.06K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-94- 1.49% |
$5.36K - $6.28K
|
6.2K
$520K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
3KNew |
$171K - $200K
|
3K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
107+ 1.0% |
$6.1K - $7.15K
|
10.8K
$908K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1.5K- 78.95% |
$85.5K - $100K
|
400
$33.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-694- 18.1% |
$39.5K - $46.3K
|
3.14K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.63KNew |
$435K - $510K
|
7.63K
$640K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-56- 56.57% |
$3.19K - $3.74K
|
43
$3.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
119+ 4.87% |
$6.78K - $7.95K
|
2.56K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
238+ 5.21% |
$13.6K - $15.9K
|
4.81K
$403K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
465+ 58.27% |
$26.5K - $31.1K
|
1.26K
$106K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
CALL |
254KNew |
$14.5M - $17M
|
254K
$21.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.6K- 87.12% |
$1.34M - $1.57M
|
3.49K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-40- 3.8% |
$2.28K - $2.67K
|
1.01K
$85K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 0.63% |
$570 - $668
|
1.57K
$132K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.24K+ 30.66% |
$70.5K - $82.6K
|
5.27K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.7% |
$114 - $134
|
289
$24.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
27New |
$1.54K - $1.8K
|
27
$2.27K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
325+ 5416.67% |
$18.5K - $21.7K
|
331
$27.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11.1K+ 288.36% |
$635K - $744K
|
15K
$1.26M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.37M- 99.74% |
$78.3M - $91.8M
|
3.6K
$302K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.47K- 38.99% |
$197K - $231K
|
5.42K
$455K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-250- 3.93% |
$14.2K - $16.7K
|
6.12K
$513K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
60New |
$3.28K - $3.91K
|
60
$5.03K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.72KNew |
$258K - $307K
|
4.72K
$396K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
318New |
$17.4K - $20.7K
|
318
$26.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$10.9K - $13K
|
200
$16.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$21.9K - $26K
|
400
$33.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
670New |
$36.6K - $43.6K
|
670
$56.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87New |
$4.76K - $5.66K
|
87
$7.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.29KNew |
$125K - $149K
|
2.29K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
629New |
$34.4K - $40.9K
|
629
$52.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 4.62% |
$878K - $1.05M
|
364K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
31.8K+ 114.19% |
$1.74M - $2.07M
|
59.7K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.95K- 17.8% |
$107K - $127K
|
9K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.8KNew |
$208K - $247K
|
3.8K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$4.48K - $5.34K
|
82
$6.88K
|
|