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 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
4.42K+ 44.46% |
$241K - $287K
|
14.3K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.4K+ 7.23% |
$241K - $286K
|
65.2K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.39K+ 5.31% |
$240K - $286K
|
87.1K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.36K+ 38.05% |
$239K - $284K
|
15.8K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.17K+ 47.54% |
$228K - $271K
|
12.9K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.16KNew |
$227K - $271K
|
4.16K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.09KNew |
$223K - $266K
|
4.09K
$341K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.08KNew |
$223K - $265K
|
4.08K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.07K+ 5.98% |
$222K - $265K
|
72K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.05K+ 28.84% |
$221K - $263K
|
18.1K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.98KNew |
$218K - $259K
|
3.98K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.97K+ 38.05% |
$217K - $259K
|
14.4K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.9KNew |
$213K - $254K
|
3.9K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.87KNew |
$211K - $252K
|
3.87K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.8KNew |
$208K - $247K
|
3.8K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3.78K+ 70.43% |
$207K - $246K
|
9.15K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.78KNew |
$207K - $246K
|
3.78K
$316K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.78K+ 32.33% |
$207K - $246K
|
15.5K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.73KNew |
$204K - $242K
|
3.73K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
3.72K+ 0.89% |
$203K - $242K
|
422K
$35.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.72KNew |
$203K - $242K
|
3.72K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.69KNew |
$202K - $240K
|
3.69K
$309K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.68KNew |
$201K - $240K
|
3.68K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.67KNew |
$201K - $239K
|
3.67K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.62K+ 22.45% |
$198K - $235K
|
19.7K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.58KNew |
$196K - $233K
|
3.58K
$299K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.55KNew |
$194K - $231K
|
3.55K
$296K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.51KNew |
$192K - $228K
|
3.51K
$293K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
3.5KNew |
$191K - $228K
|
3.5K
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$191K - $228K
|
3.5K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.49KNew |
$191K - $227K
|
3.49K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.49KNew |
$191K - $227K
|
3.49K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.48K+ 0.87% |
$190K - $227K
|
405K
$33.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.48KNew |
$190K - $226K
|
3.48K
$291K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
3.48KNew |
$190K - $226K
|
3.48K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.47K+ 4.5% |
$190K - $226K
|
80.5K
$6.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.46KNew |
$189K - $225K
|
3.46K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.45K+ 23.88% |
$189K - $225K
|
17.9K
$1.5M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.45KNew |
$189K - $224K
|
3.45K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.44K+ 44.84% |
$188K - $224K
|
11.1K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.44KNew |
$188K - $224K
|
3.44K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
3.4KNew |
$186K - $221K
|
3.4K
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.3KNew |
$180K - $215K
|
3.3K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.17K+ 5.74% |
$173K - $206K
|
58.4K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.1K+ 2.77% |
$169K - $202K
|
115K
$9.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.07K+ 21.45% |
$168K - $200K
|
17.4K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 12.9% |
$165K - $196K
|
26.4K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.01K+ 25.39% |
$164K - $196K
|
14.8K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3K+ 5.01% |
$164K - $195K
|
62.9K
$5.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.91K+ 58.99% |
$159K - $189K
|
7.84K
$655K
|