Purchases and Sales Made in Q3 2023 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 4.28% |
$11.3K - $13K
|
4.47K
$398K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-204- 2.66% |
$11.6K - $13.3K
|
7.46K
$664K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-204- 1.43% |
$11.6K - $13.3K
|
14.1K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-229- 2.81% |
$13K - $14.9K
|
7.93K
$706K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-233- 11.66% |
$13.2K - $15.2K
|
1.77K
$157K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-237- 20.57% |
$13.4K - $15.4K
|
915
$81.4K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-240- 0.61% |
$13.6K - $15.6K
|
39.4K
$3.5M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-240- 1.72% |
$13.6K - $15.6K
|
13.7K
$1.22M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-240- 7.52% |
$13.6K - $15.6K
|
2.95K
$263K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-243- 5.09% |
$13.8K - $15.8K
|
4.53K
$403K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-259- 2.8% |
$14.7K - $16.9K
|
9K
$801K
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-272- 1.48% |
$15.4K - $17.7K
|
18.2K
$1.62M
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-272- 1.95% |
$15.4K - $17.7K
|
13.7K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-273- 4.34% |
$15.5K - $17.8K
|
6.02K
$536K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-280- 5.39% |
$15.9K - $18.2K
|
4.91K
$437K
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-281- 6.38% |
$15.9K - $18.3K
|
4.13K
$367K
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.77% |
$17K - $19.5K
|
38.6K
$3.43M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-300- 4.24% |
$17K - $19.5K
|
6.78K
$604K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-300- 6.29% |
$17K - $19.5K
|
4.47K
$398K
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.22% |
$17K - $19.5K
|
137K
$12.2M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-304- 3.81% |
$17.2K - $19.8K
|
7.67K
$682K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-307- 7.3% |
$17.4K - $20K
|
3.9K
$347K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-309- 0.95% |
$17.5K - $20.1K
|
32.2K
$2.86M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-313- 3.63% |
$17.7K - $20.4K
|
8.31K
$739K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-329- 8.44% |
$18.6K - $21.4K
|
3.57K
$318K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-338- 8.47% |
$19.2K - $22K
|
3.65K
$325K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-346- 5.78% |
$19.6K - $22.5K
|
5.65K
$502K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-346- 5.45% |
$19.6K - $22.5K
|
6.01K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-347- 3.14% |
$19.7K - $22.6K
|
10.7K
$951K
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-350- 4.8% |
$19.8K - $22.8K
|
6.95K
$618K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-351- 4.31% |
$19.9K - $22.9K
|
7.8K
$694K
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-357- 4.57% |
$20.2K - $23.3K
|
7.46K
$664K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-377- 9.67% |
$21.4K - $24.6K
|
3.52K
$314K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-377- 9.67% |
$21.4K - $24.6K
|
3.52K
$314K
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-402- 7.98% |
$22.8K - $26.2K
|
4.63K
$412K
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-416- 4.49% |
$23.6K - $27.1K
|
8.85K
$788K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-417- 8.46% |
$23.6K - $27.2K
|
4.51K
$402K
|
|
Nov 07, 2023
Q3 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
SELL
|
- |
-424- 0.88% |
$24K - $27.6K
|
47.7K
$4.25M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-434- 0.98% |
$24.6K - $28.3K
|
43.9K
$3.9M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-435- 13.45% |
$24.6K - $28.3K
|
2.8K
$249K
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-442- 1.29% |
$25K - $28.8K
|
33.7K
$3M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-445- 4.81% |
$25.2K - $29K
|
8.81K
$784K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-450- 8.69% |
$25.5K - $29.3K
|
4.73K
$421K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-453- 2.56% |
$25.7K - $29.5K
|
17.2K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-458- 1.7% |
$26K - $29.8K
|
26.4K
$2.35M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-462- 0.59% |
$26.2K - $30.1K
|
77.3K
$6.88M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-463- 1.7% |
$26.2K - $30.2K
|
26.8K
$2.38M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-465- 7.72% |
$26.3K - $30.3K
|
5.56K
$494K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-481- 8.18% |
$27.3K - $31.3K
|
5.4K
$481K
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-486- 1.61% |
$27.5K - $31.7K
|
29.7K
$2.64M
|