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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
157+ 4.29% |
$9.34K - $10.1K
|
3.82K
$317K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
153+ 1.81% |
$9.1K - $9.82K
|
8.62K
$715K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150+ 428.57% |
$8.92K - $9.63K
|
185
$15.4K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
150+ 428.57% |
$8.92K - $9.63K
|
185
$15.4K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
144+ 1.7% |
$8.56K - $9.24K
|
8.62K
$716K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
143+ 12.13% |
$8.5K - $9.18K
|
1.32K
$110K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
143New |
$8.5K - $9.18K
|
143
$11.9K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
143+ 12.13% |
$8.5K - $9.18K
|
1.32K
$110K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
139+ 15.98% |
$8.27K - $8.92K
|
1.01K
$83.7K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
136+ 3.34% |
$8.09K - $8.73K
|
4.21K
$349K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
131+ 8.21% |
$7.79K - $8.41K
|
1.73K
$143K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
125+ 38.34% |
$7.43K - $8.03K
|
451
$37.4K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
124+ 0.28% |
$7.37K - $7.96K
|
44.3K
$3.68M
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
121+ 23.82% |
$7.2K - $7.77K
|
629
$52.2K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
120New |
$7.14K - $7.7K
|
120
$9.96K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
117+ 220.75% |
$6.96K - $7.51K
|
170
$14.1K
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
116+ 0.92% |
$6.9K - $7.45K
|
12.7K
$1.06M
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
115+ 8.91% |
$6.84K - $7.38K
|
1.41K
$117K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 5.22% |
$6.48K - $7K
|
2.2K
$182K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
102+ 0.54% |
$6.07K - $6.55K
|
19K
$1.58M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
101+ 0.91% |
$6.01K - $6.48K
|
11.3K
$935K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.07% |
$5.95K - $6.42K
|
137K
$11.4M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
99+ 2.21% |
$5.89K - $6.36K
|
4.58K
$380K
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
89+ 2.23% |
$5.29K - $5.71K
|
4.08K
$338K
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
89+ 2.72% |
$5.29K - $5.71K
|
3.36K
$279K
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
87+ 1.53% |
$5.17K - $5.59K
|
5.76K
$478K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
87+ 0.8% |
$5.17K - $5.59K
|
11K
$912K
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
85+ 0.42% |
$5.05K - $5.46K
|
20.3K
$1.69M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 21.52% |
$5.05K - $5.46K
|
480
$39.8K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
85New |
$5.05K - $5.46K
|
85
$7.06K
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
78+ 1.09% |
$4.64K - $5.01K
|
7.22K
$599K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
77+ 0.36% |
$4.58K - $4.94K
|
21.6K
$1.79M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
77+ 1.73% |
$4.58K - $4.94K
|
4.53K
$376K
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
76+ 2.05% |
$4.52K - $4.88K
|
3.78K
$313K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
74+ 0.33% |
$4.4K - $4.75K
|
22.4K
$1.86M
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
71+ 0.41% |
$4.22K - $4.56K
|
17.6K
$1.46M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69New |
$4.1K - $4.43K
|
69
$5.73K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63New |
$3.75K - $4.04K
|
63
$5.23K
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
61+ 0.38% |
$3.63K - $3.92K
|
16.3K
$1.35M
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
60+ 0.76% |
$3.57K - $3.85K
|
7.96K
$661K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
57+ 0.81% |
$3.39K - $3.66K
|
7.11K
$590K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55+ 0.42% |
$3.27K - $3.53K
|
13.1K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
55+ 0.35% |
$3.27K - $3.53K
|
15.7K
$1.31M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
53+ 0.71% |
$3.15K - $3.4K
|
7.53K
$625K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
52+ 1.13% |
$3.09K - $3.34K
|
4.66K
$386K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 26.63% |
$2.91K - $3.15K
|
233
$19.3K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
45+ 1.33% |
$2.68K - $2.89K
|
3.42K
$284K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 5.51% |
$2.2K - $2.38K
|
708
$58.8K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
33+ 0.67% |
$1.96K - $2.12K
|
4.99K
$414K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33+ 0.18% |
$1.96K - $2.12K
|
18.2K
$1.51M
|