Purchases and Sales Made in Q1 2021 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q1 2021. The information is specifically focused on institutions that hold shares of PUBLIC SERVICE ENTERPRISE GROUP INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
151+ 4.07% |
$8.13K - $9.09K
|
3.86K
$340K
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
150+ 3.05% |
$8.07K - $9.03K
|
5.08K
$448K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
147+ 0.17% |
$7.91K - $8.85K
|
89K
$7.85M
|
|
May 13, 2021
Q1 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
143+ 1.39% |
$7.7K - $8.61K
|
10.4K
$921K
|
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
BUY
|
- |
139+ 0.16% |
$7.48K - $8.37K
|
86.7K
$7.65M
|
|
Apr 27, 2021
Q1 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
131+ 3.16% |
$7.05K - $7.89K
|
4.28K
$377K
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
BUY
|
- |
128+ 3.25% |
$6.89K - $7.71K
|
4.06K
$359K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
123+ 153.75% |
$6.62K - $7.41K
|
203
$17.9K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
122+ 8.46% |
$6.57K - $7.35K
|
1.56K
$138K
|
|
Apr 29, 2021
Q1 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
117+ 0.26% |
$6.3K - $7.04K
|
44.8K
$3.95M
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
113+ 2.09% |
$6.08K - $6.8K
|
5.51K
$487K
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
110+ 1.42% |
$5.92K - $6.62K
|
7.88K
$695K
|
|
May 10, 2021
Q1 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
101+ 2.27% |
$5.44K - $6.08K
|
4.55K
$402K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
101+ 1.1% |
$5.44K - $6.08K
|
9.32K
$823K
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
100New |
$5.38K - $6.02K
|
100
$8.83K
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 1.87% |
$5.38K - $6.02K
|
5.45K
$481K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 69.93% |
$5.38K - $6.02K
|
243
$21.4K
|
|
Jun 02, 2022
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 2.25% |
$5.38K - $6.02K
|
4.55K
$401K
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
100+ 0.5% |
$5.38K - $6.02K
|
20K
$1.76M
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
96+ 2.49% |
$5.17K - $5.78K
|
3.96K
$349K
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
95+ 0.33% |
$5.11K - $5.72K
|
28.7K
$2.53M
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
92+ 0.91% |
$4.95K - $5.54K
|
10.3K
$905K
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
91New |
$4.9K - $5.48K
|
91
$8.03K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
89+ 60.96% |
$4.79K - $5.36K
|
235
$20.7K
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
87+ 12.89% |
$4.68K - $5.24K
|
762
$67.2K
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
73+ 1.32% |
$3.93K - $4.4K
|
5.6K
$494K
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
71New |
$3.82K - $4.27K
|
71
$6.27K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
69New |
$3.71K - $4.15K
|
69
$6.09K
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
67New |
$3.61K - $4.03K
|
67
$5.91K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
62+ 0.65% |
$3.34K - $3.73K
|
9.55K
$843K
|
|
Apr 29, 2021
Q1 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
61+ 0.42% |
$3.28K - $3.67K
|
14.6K
$1.29M
|
|
May 17, 2021
Q1 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
52+ 0.65% |
$2.8K - $3.13K
|
8.11K
$716K
|
|
Jun 08, 2021
Q1 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
52New |
$2.8K - $3.13K
|
52
$4.59K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
50+ 1.24% |
$2.69K - $3.01K
|
4.09K
$361K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
41+ 0.74% |
$2.21K - $2.47K
|
5.58K
$492K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38+ 0.07% |
$2.05K - $2.29K
|
58.1K
$5.12M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 0.2% |
$1.94K - $2.17K
|
17.7K
$1.56M
|
|
May 17, 2021
Q1 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
36+ 0.27% |
$1.94K - $2.17K
|
13.3K
$1.18M
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 1.67% |
$1.88K - $2.11K
|
2.13K
$188K
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
34+ 0.81% |
$1.83K - $2.05K
|
4.21K
$371K
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
33New |
$1.78K - $1.99K
|
33
$2.91K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
29+ 18.95% |
$1.56K - $1.75K
|
182
$16.1K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
28New |
$1.51K - $1.69K
|
28
$2.47K
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
BUY
|
- |
28+ 0.14% |
$1.51K - $1.69K
|
20.2K
$1.78M
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 8.83% |
$1.51K - $1.69K
|
345
$30.4K
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
27+ 0.55% |
$1.45K - $1.63K
|
4.95K
$437K
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24+ 0.5% |
$1.29K - $1.45K
|
4.85K
$428K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21New |
$1.13K - $1.26K
|
21
$1.85K
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
21+ 3.91% |
$1.13K - $1.26K
|
558
$49.2K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20+ 0.16% |
$1.08K - $1.2K
|
12.5K
$1.1M
|