Purchases and Sales Made in Q2 2023 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 4.76% |
$65.4K - $70.6K
|
24.2K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.07K+ 14.6% |
$63.9K - $69K
|
8.43K
$750K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 24.32% |
$61.8K - $66.7K
|
5.31K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
987+ 8.73% |
$58.7K - $63.4K
|
12.3K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
930+ 27.34% |
$55.3K - $59.7K
|
4.33K
$386K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
909New |
$54.1K - $58.4K
|
909
$80.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
907+ 9.89% |
$53.9K - $58.2K
|
10.1K
$897K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
906+ 2.37% |
$53.9K - $58.2K
|
39.1K
$3.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
900+ 12.4% |
$53.5K - $57.8K
|
8.16K
$726K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
887New |
$52.7K - $56.9K
|
887
$78.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
877+ 49.72% |
$52.2K - $56.3K
|
2.64K
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
868+ 13.19% |
$51.6K - $55.7K
|
7.45K
$663K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
863+ 6.03% |
$51.3K - $55.4K
|
15.2K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
804+ 9.5% |
$47.8K - $51.6K
|
9.26K
$824K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
800+ 2.4% |
$47.6K - $51.4K
|
34.1K
$3.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
800+ 454.55% |
$47.6K - $51.4K
|
976
$86.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
800New |
$47.6K - $51.4K
|
800
$71.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
794+ 7.08% |
$47.2K - $51K
|
12K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
763+ 1.16% |
$45.4K - $49K
|
66.4K
$5.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
755+ 1.15% |
$44.9K - $48.5K
|
66.4K
$5.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
740+ 12.9% |
$44K - $47.5K
|
6.48K
$576K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
720+ 13.66% |
$42.8K - $46.2K
|
5.99K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
707+ 8.27% |
$42K - $45.4K
|
9.26K
$824K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
704+ 6.18% |
$41.9K - $45.2K
|
12.1K
$1.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
701+ 1.63% |
$41.7K - $45K
|
43.7K
$3.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
686+ 6.39% |
$40.8K - $44K
|
11.4K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
670+ 0.25% |
$39.8K - $43K
|
268K
$23.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
667+ 1.69% |
$39.7K - $42.8K
|
40.1K
$3.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
665+ 8.29% |
$39.5K - $42.7K
|
8.69K
$773K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
664+ 17.63% |
$39.5K - $42.6K
|
4.43K
$394K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
653+ 0.92% |
$38.8K - $41.9K
|
71.6K
$6.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
645+ 8.99% |
$38.4K - $41.4K
|
7.82K
$696K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
625+ 1.41% |
$37.2K - $40.1K
|
44.9K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
614+ 24.14% |
$36.5K - $39.4K
|
3.16K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
612+ 3.97% |
$36.4K - $39.3K
|
16K
$1.43M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
612+ 3.97% |
$36.4K - $39.3K
|
16K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
606+ 0.58% |
$36K - $38.9K
|
105K
$9.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
595+ 2.37% |
$35.4K - $38.2K
|
25.7K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
574+ 9.39% |
$34.1K - $36.9K
|
6.69K
$595K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
533+ 13.65% |
$31.7K - $34.2K
|
4.44K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
533+ 7.0% |
$31.7K - $34.2K
|
8.15K
$725K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 4.85% |
$29.7K - $32.1K
|
10.8K
$961K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
499+ 0.96% |
$29.7K - $32K
|
52.6K
$4.68M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
480+ 1.0% |
$28.5K - $30.8K
|
48.6K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
477+ 10.88% |
$28.4K - $30.6K
|
4.86K
$433K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
474New |
$28.2K - $30.4K
|
474
$42.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
468+ 12.39% |
$27.8K - $30K
|
4.25K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
450New |
$26.8K - $28.9K
|
450
$40K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
445+ 6.29% |
$26.5K - $28.6K
|
7.52K
$669K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
444+ 3.43% |
$26.4K - $28.5K
|
13.4K
$1.19M
|