Purchases and Sales Made in Q1 2023 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62New |
$3.49K - $3.97K
|
62
$5.18K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
60+ 9.82% |
$3.38K - $3.84K
|
671
$56.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$3.16K - $3.58K
|
4.94K
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
55+ 0.61% |
$3.1K - $3.52K
|
9.04K
$755K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
54+ 1.35% |
$3.04K - $3.45K
|
4.04K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 9.96% |
$3.04K - $3.45K
|
596
$49.8K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50+ 12.5% |
$2.82K - $3.2K
|
450
$37.6K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
48+ 13.83% |
$2.71K - $3.07K
|
395
$33K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
47+ 0.3% |
$2.65K - $3.01K
|
15.7K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
43+ 0.45% |
$2.42K - $2.75K
|
9.59K
$801K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
41+ 1.02% |
$2.31K - $2.62K
|
4.07K
$340K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 26.03% |
$2.14K - $2.43K
|
184
$15.4K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
36+ 0.84% |
$2.03K - $2.3K
|
4.3K
$359K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
36+ 10.91% |
$2.03K - $2.3K
|
366
$30.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35+ 0.35% |
$1.97K - $2.24K
|
10.1K
$845K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
35New |
$1.97K - $2.24K
|
35
$2.92K
|
|
|
May 15, 2023
Q1 2023
|
Altrinsic Global Advisors LLC
Greenwich, CT |
BUY
|
- |
33+ 0.03% |
$1.86K - $2.11K
|
105K
$8.73M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
30New |
$1.69K - $1.92K
|
30
$2.51K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
30+ 0.58% |
$1.69K - $1.92K
|
5.21K
$435K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
24+ 0.68% |
$1.35K - $1.54K
|
3.55K
$296K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
22New |
$1.24K - $1.41K
|
22
$1.84K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22+ 0.66% |
$1.24K - $1.41K
|
3.38K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.18K - $1.34K
|
21
$1.75K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
21+ 0.45% |
$1.18K - $1.34K
|
4.66K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 54.05% |
$1.13K - $1.28K
|
57
$4.76K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.53% |
$1.01K - $1.15K
|
3.39K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$958 - $1.09K
|
17
$1.42K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
16+ 0.37% |
$902 - $1.02K
|
4.31K
$360K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
16+ 36.36% |
$902 - $1.02K
|
60
$5.01K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
16+ 1.5% |
$902 - $1.02K
|
1.08K
$90.4K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
15+ 0.72% |
$845 - $960
|
2.09K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$733 - $832
|
5.74K
$479K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.37% |
$733 - $832
|
3.52K
$294K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
11+ 7.59% |
$620 - $704
|
156
$13K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.32% |
$620 - $704
|
3.46K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 0.6% |
$564 - $640
|
1.68K
$141K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.08% |
$564 - $640
|
11.8K
$988K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
10+ 0.01% |
$564 - $640
|
70.8K
$5.92M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
10+ 0.62% |
$564 - $640
|
1.63K
$137K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.15% |
$507 - $576
|
5.95K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$451 - $512
|
14.9K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7+ 0.05% |
$395 - $448
|
12.8K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.28% |
$338 - $384
|
2.18K
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6+ 21.43% |
$338 - $384
|
34
$2.84K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$338 - $384
|
4.29K
$358K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.09% |
$169 - $192
|
3.43K
$286K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.05% |
$169 - $192
|
5.95K
$497K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$169 - $192
|
10.4K
$870K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.22% |
$169 - $192
|
1.37K
$114K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.91% |
$169 - $192
|
334
$27.9K
|