Purchases and Sales Made in Q4 2023 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 0.28% |
$2.73K - $3.25K
|
17.8K
$1.48M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
48+ 0.24% |
$2.63K - $3.12K
|
20.3K
$1.68M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.63% |
$2.57K - $3.06K
|
7.51K
$623K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
46+ 0.03% |
$2.52K - $2.99K
|
141K
$11.7M
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
43+ 0.54% |
$2.35K - $2.8K
|
7.97K
$662K
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
43+ 0.05% |
$2.35K - $2.8K
|
87.3K
$7.24M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
41+ 0.4% |
$2.24K - $2.67K
|
10.2K
$849K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
36New |
$1.97K - $2.34K
|
36
$2.99K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
36+ 70.59% |
$1.97K - $2.34K
|
87
$7.22K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
33+ 4.27% |
$1.8K - $2.15K
|
805
$66.8K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
32+ 7.0% |
$1.75K - $2.08K
|
489
$40.6K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$1.75K - $2.08K
|
32
$2.66K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32+ 4.95% |
$1.75K - $2.08K
|
678
$56.3K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
31+ 0.49% |
$1.7K - $2.02K
|
6.4K
$532K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
31New |
$1.7K - $2.02K
|
31
$2.57K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
30New |
$1.64K - $1.95K
|
30
$2.49K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 1.74% |
$1.64K - $1.95K
|
1.76K
$146K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30+ 1.1% |
$1.64K - $1.95K
|
2.75K
$228K
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
30+ 0.57% |
$1.64K - $1.95K
|
5.3K
$440K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28+ 0.48% |
$1.53K - $1.82K
|
5.92K
$491K
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
27+ 0.12% |
$1.48K - $1.76K
|
21.6K
$1.8M
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
27+ 6.04% |
$1.48K - $1.76K
|
474
$39.3K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27+ 0.15% |
$1.48K - $1.76K
|
18.4K
$1.53M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.18% |
$1.42K - $1.69K
|
14.5K
$1.2M
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
25+ 0.57% |
$1.37K - $1.63K
|
4.39K
$364K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25New |
$1.37K - $1.63K
|
25
$2.08K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
25+ 1.78% |
$1.37K - $1.63K
|
1.43K
$119K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.2K - $1.43K
|
22
$1.83K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.13% |
$1.15K - $1.37K
|
15.8K
$1.31M
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
20+ 0.23% |
$1.09K - $1.3K
|
8.58K
$712K
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
19+ 0.11% |
$1.04K - $1.24K
|
17.9K
$1.49M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.25% |
$1.04K - $1.24K
|
7.56K
$627K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13+ 13.98% |
$711 - $846
|
106
$8.8K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$656 - $781
|
12
$996
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
12+ 0.09% |
$656 - $781
|
13.6K
$1.13M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 1.66% |
$656 - $781
|
737
$61.2K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 22.45% |
$602 - $716
|
60
$4.98K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 2.91% |
$547 - $651
|
354
$29.4K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10New |
$547 - $651
|
10
$830
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.08% |
$547 - $651
|
11.9K
$984K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.15% |
$492 - $586
|
5.95K
$494K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 13.11% |
$438 - $521
|
69
$5.73K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.12% |
$438 - $521
|
6.48K
$538K
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8+ 0.08% |
$438 - $521
|
10.5K
$868K
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7+ 0.15% |
$383 - $456
|
4.61K
$383K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.93% |
$383 - $456
|
760
$63.1K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.32% |
$383 - $456
|
2.21K
$184K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 1.87% |
$383 - $456
|
382
$31.7K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6New |
$328 - $391
|
6
$498
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.12% |
$328 - $391
|
4.94K
$410K
|