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 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.06% |
$119 - $128
|
3.27K
$271K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.08% |
$119 - $128
|
2.52K
$209K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.49% |
$119 - $128
|
413
$34.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.01% |
$119 - $128
|
201
$16.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.34% |
$59.5 - $64.2
|
297
$24.7K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.86% |
$59.5 - $64.2
|
117
$9.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$59.5 - $64.2
|
4.97K
$413K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$59.5 - $64.2
|
4.94K
$410K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$59.5 - $64.2
|
4.97K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.78% |
$59.5 - $64.2
|
37
$3.07K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.71% |
$59.5 - $64.2
|
142
$11.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.01% |
$59.5 - $64.2
|
18.1K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$59.5 - $64.2
|
26.5K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.03% |
$59.5 - $64.2
|
3.12K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.2% |
$119 - $128
|
986
$81.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.25% |
$119 - $128
|
800
$66.4K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3- 0.22% |
$178 - $193
|
1.36K
$113K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3- 0.22% |
$178 - $193
|
1.36K
$113K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 6.15% |
$238 - $257
|
61
$5.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$297 - $321
|
3.9K
$324K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$297 - $321
|
3.9K
$324K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.02% |
$357 - $385
|
39.9K
$3.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-7- 0.16% |
$416 - $449
|
4.41K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7- 0.12% |
$416 - $449
|
6K
$498K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-8- 0.37% |
$476 - $514
|
2.18K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9- 0.15% |
$535 - $578
|
5.94K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10- 0.3% |
$595 - $642
|
3.33K
$276K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 7.05% |
$654 - $706
|
145
$12K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-14- 24.56% |
$833 - $899
|
43
$3.57K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-17- 1.92% |
$1.01K - $1.09K
|
867
$72K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-18- 0.37% |
$1.07K - $1.16K
|
4.83K
$401K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 7.22% |
$1.13K - $1.22K
|
244
$20.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-20- 0.76% |
$1.19K - $1.28K
|
2.6K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-20- 0.12% |
$1.19K - $1.28K
|
17.4K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.31% |
$1.19K - $1.28K
|
6.4K
$532K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-21- 0.38% |
$1.25K - $1.35K
|
5.48K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-23- 0.42% |
$1.37K - $1.48K
|
5.47K
$454K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24- 1.19% |
$1.43K - $1.54K
|
2K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 13.3% |
$1.61K - $1.73K
|
176
$14.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-30- 0.22% |
$1.78K - $1.93K
|
13.9K
$1.15M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-30- 0.24% |
$1.78K - $1.93K
|
12.4K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33- 13.1% |
$1.96K - $2.12K
|
219
$18.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-35- 2.95% |
$2.08K - $2.25K
|
1.15K
$95.6K
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-38- 0.13% |
$2.26K - $2.44K
|
29.6K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 0.65% |
$2.85K - $3.08K
|
7.36K
$611K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 0.31% |
$3.27K - $3.53K
|
17.6K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-57- 0.5% |
$3.39K - $3.66K
|
11.4K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-61- 46.21% |
$3.63K - $3.92K
|
71
$5.89K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-62- 0.72% |
$3.69K - $3.98K
|
8.55K
$710K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-65- 1.51% |
$3.87K - $4.17K
|
4.24K
$352K
|