Purchases and Sales Made in Q1 2024 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
332+ 2.26% |
$18.9K - $22.2K
|
15K
$1.1M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
327+ 0.91% |
$18.6K - $21.8K
|
36.3K
$2.67M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
325+ 5416.67% |
$18.5K - $21.7K
|
331
$24.4K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
318+ 2.41% |
$18.1K - $21.2K
|
13.5K
$996K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
316+ 3.99% |
$18K - $21.1K
|
8.24K
$606K
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
309+ 3.32% |
$17.6K - $20.6K
|
9.63K
$708K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
308+ 4.1% |
$17.5K - $20.6K
|
7.82K
$575K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
308+ 80.63% |
$17.5K - $20.6K
|
690
$50.8K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 3.97% |
$17.1K - $20K
|
7.85K
$578K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
300+ 90.91% |
$17.1K - $20K
|
630
$46.4K
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
294+ 0.05% |
$16.8K - $19.6K
|
543K
$39.9M
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
290+ 7.85% |
$16.5K - $19.4K
|
3.98K
$293K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
286+ 5.55% |
$16.3K - $19.1K
|
5.44K
$400K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
285+ 16.23% |
$16.2K - $19K
|
2.04K
$150K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
281+ 0.69% |
$16K - $18.8K
|
41.2K
$3.03M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
274New |
$15.6K - $18.3K
|
274
$20.2K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
266+ 6.53% |
$15.2K - $17.8K
|
4.34K
$319K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
258+ 1.12% |
$14.7K - $17.2K
|
23.3K
$1.72M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
255+ 10.85% |
$14.5K - $17K
|
2.61K
$192K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
253+ 0.66% |
$14.4K - $16.9K
|
38.3K
$2.82M
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
238+ 5.21% |
$13.6K - $15.9K
|
4.81K
$354K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
233+ 5.78% |
$13.3K - $15.6K
|
4.27K
$314K
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
225+ 6.87% |
$12.8K - $15K
|
3.5K
$258K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
223+ 4.1% |
$12.7K - $14.9K
|
5.66K
$416K
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
208+ 0.32% |
$11.9K - $13.9K
|
65.1K
$4.79M
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.59% |
$11.4K - $13.4K
|
34.3K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
200+ 2.66% |
$11.4K - $13.4K
|
7.71K
$568K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
196+ 1.75% |
$11.2K - $13.1K
|
11.4K
$838K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
185+ 12.93% |
$10.5K - $12.4K
|
1.62K
$119K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
183+ 1.06% |
$10.4K - $12.2K
|
17.5K
$1.29M
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
181+ 4.16% |
$10.3K - $12.1K
|
4.53K
$333K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
181+ 3.01% |
$10.3K - $12.1K
|
6.19K
$456K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
173+ 2.55% |
$9.86K - $11.6K
|
6.96K
$512K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
169New |
$9.63K - $11.3K
|
169
$12.4K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
164+ 1.25% |
$9.34K - $11K
|
13.3K
$979K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
163+ 0.03% |
$9.29K - $10.9K
|
560K
$41.2M
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
159+ 1.67% |
$9.06K - $10.6K
|
9.7K
$714K
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
143+ 0.82% |
$8.15K - $9.55K
|
17.7K
$1.3M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
142+ 6.1% |
$8.09K - $9.48K
|
2.47K
$182K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
134+ 3.76% |
$7.64K - $8.95K
|
3.7K
$272K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
130+ 2.05% |
$7.41K - $8.68K
|
6.46K
$475K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
120+ 1.41% |
$6.84K - $8.01K
|
8.6K
$633K
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
120+ 2.97% |
$6.84K - $8.01K
|
4.15K
$306K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
120+ 0.12% |
$6.84K - $8.01K
|
103K
$7.58M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
119+ 4.87% |
$6.78K - $7.95K
|
2.56K
$189K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
110+ 3.2% |
$6.27K - $7.35K
|
3.55K
$261K
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
107+ 1.0% |
$6.1K - $7.15K
|
10.8K
$797K
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
107+ 3.05% |
$6.1K - $7.15K
|
3.62K
$266K
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
102+ 1.34% |
$5.81K - $6.81K
|
7.74K
$569K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.06% |
$5.7K - $6.68K
|
161K
$11.9M
|