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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-195- 0.28% |
$10.7K - $12.7K
|
70.4K
$5.85M
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-200- 4.87% |
$10.9K - $13K
|
3.91K
$324K
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-200- 4.47% |
$10.9K - $13K
|
4.27K
$355K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-207- 4.13% |
$11.3K - $13.5K
|
4.8K
$399K
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-215- 1.07% |
$11.8K - $14K
|
20K
$1.66M
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-223- 22.57% |
$12.2K - $14.5K
|
765
$63.5K
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-230- 1.96% |
$12.6K - $15K
|
11.5K
$955K
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-241- 0.5% |
$13.2K - $15.7K
|
47.6K
$3.95M
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-242- 0.23% |
$13.2K - $15.8K
|
103K
$8.54M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-248- 5.47% |
$13.6K - $16.1K
|
4.29K
$356K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-249- 0.77% |
$13.6K - $16.2K
|
32.3K
$2.68M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-250- 1.4% |
$13.7K - $16.3K
|
17.6K
$1.46M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-259- 48.41% |
$14.2K - $16.9K
|
276
$22.9K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-264- 1.83% |
$14.4K - $17.2K
|
14.2K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-270- 4.22% |
$14.8K - $17.6K
|
6.13K
$509K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-272- 2.22% |
$14.9K - $17.7K
|
12K
$993K
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-286- 6.62% |
$15.6K - $18.6K
|
4.03K
$335K
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-287- 4.4% |
$15.7K - $18.7K
|
6.23K
$517K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-293- 0.76% |
$16K - $19.1K
|
38.1K
$3.16M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-294- 3.39% |
$16.1K - $19.1K
|
8.37K
$695K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-300- 3.51% |
$16.4K - $19.5K
|
8.25K
$685K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-300- 26.6% |
$16.4K - $19.5K
|
828
$68.7K
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-302- 7.59% |
$16.5K - $19.7K
|
3.68K
$305K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-312- 4.44% |
$17.1K - $20.3K
|
6.72K
$558K
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-312- 7.7% |
$17.1K - $20.3K
|
3.74K
$310K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-322- 98.17% |
$17.6K - $21K
|
6
$498
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-336- 4.8% |
$18.4K - $21.9K
|
6.66K
$553K
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-340- 6.02% |
$18.6K - $22.1K
|
5.31K
$440K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-367- 1.78% |
$20.1K - $23.9K
|
20.3K
$1.68M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-372- 1.22% |
$20.3K - $24.2K
|
30K
$2.49M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-381- 6.44% |
$20.8K - $24.8K
|
5.54K
$460K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-384- 4.34% |
$21K - $25K
|
8.47K
$703K
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-396- 1.5% |
$21.7K - $25.8K
|
26.1K
$2.16M
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-397- 22.49% |
$21.7K - $25.8K
|
1.37K
$114K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 8.14% |
$21.9K - $26K
|
4.51K
$374K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-401- 1.53% |
$21.9K - $26.1K
|
25.8K
$2.15M
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-430- 10.67% |
$23.5K - $28K
|
3.6K
$299K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-432- 9.02% |
$23.6K - $28.1K
|
4.36K
$361K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-450- 43.06% |
$24.6K - $29.3K
|
595
$49.4K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-463- 4.85% |
$25.3K - $30.1K
|
9.08K
$754K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-463- 13.14% |
$25.3K - $30.1K
|
3.06K
$254K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-469- 16.77% |
$25.6K - $30.5K
|
2.33K
$193K
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-475- 1.13% |
$26K - $30.9K
|
41.4K
$3.44M
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-479- 4.91% |
$26.2K - $31.2K
|
9.27K
$770K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-480- 6.89% |
$26.3K - $31.2K
|
6.49K
$539K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-481- 10.64% |
$26.3K - $31.3K
|
4.04K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-491- 17.55% |
$26.9K - $32K
|
2.31K
$191K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-496- 8.26% |
$27.1K - $32.3K
|
5.51K
$457K
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 3.27% |
$27.3K - $32.5K
|
14.8K
$1.23M
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-500- 2.66% |
$27.3K - $32.5K
|
18.3K
$1.52M
|