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 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
212New |
$11.6K - $13.8K
|
212
$17.7K
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
211+ 2.32% |
$11.5K - $13.7K
|
9.32K
$779K
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
203+ 0.0% |
$11.1K - $13.2K
|
5.75M
$481M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$10.9K - $13K
|
200
$16.7K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
195+ 39.0% |
$10.7K - $12.7K
|
695
$58.1K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
189+ 3.57% |
$10.3K - $12.3K
|
5.48K
$458K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
187+ 2.25% |
$10.2K - $12.2K
|
8.5K
$711K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
179+ 1.03% |
$9.79K - $11.7K
|
17.5K
$1.46M
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
156+ 50.32% |
$8.53K - $10.2K
|
466
$39K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
151+ 8.63% |
$8.26K - $9.83K
|
1.9K
$159K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 25.0% |
$8.2K - $9.76K
|
750
$62.7K
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
146+ 0.37% |
$7.98K - $9.5K
|
39.2K
$3.28M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
131+ 1.22% |
$7.16K - $8.53K
|
10.8K
$905K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
129+ 1.68% |
$7.06K - $8.4K
|
7.8K
$652K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
126+ 3.4% |
$6.89K - $8.2K
|
3.83K
$321K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
120+ 5.46% |
$6.56K - $7.81K
|
2.32K
$194K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
108New |
$5.91K - $7.03K
|
108
$9.03K
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
108+ 0.47% |
$5.91K - $7.03K
|
23.2K
$1.94M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 14.21% |
$5.91K - $7.03K
|
868
$72.6K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
105New |
$5.74K - $6.83K
|
105
$8.78K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 43.48% |
$5.47K - $6.51K
|
330
$27.6K
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
98+ 1.69% |
$5.36K - $6.38K
|
5.89K
$493K
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
98+ 1.96% |
$5.36K - $6.38K
|
5.1K
$427K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
90+ 1.29% |
$4.92K - $5.86K
|
7.08K
$592K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
87+ 21.75% |
$4.76K - $5.66K
|
487
$40.7K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87New |
$4.76K - $5.66K
|
87
$7.28K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82New |
$4.48K - $5.34K
|
82
$6.86K
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
80+ 1.23% |
$4.38K - $5.21K
|
6.59K
$551K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
79New |
$4.32K - $5.14K
|
79
$6.61K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 5.78% |
$4.21K - $5.01K
|
1.41K
$118K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
76New |
$4.16K - $4.95K
|
76
$6.36K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75+ 3.17% |
$4.1K - $4.88K
|
2.44K
$204K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
75New |
$4.1K - $4.88K
|
75
$6.27K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
74+ 1.69% |
$4.05K - $4.82K
|
4.46K
$373K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
71+ 1.43% |
$3.88K - $4.62K
|
5.04K
$422K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
70+ 0.45% |
$3.83K - $4.56K
|
15.6K
$1.31M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
69New |
$3.77K - $4.49K
|
69
$5.77K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
68+ 11.26% |
$3.72K - $4.43K
|
672
$56.2K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
66+ 1.61% |
$3.61K - $4.3K
|
4.18K
$349K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
64+ 0.96% |
$3.5K - $4.17K
|
6.71K
$561K
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
64+ 0.37% |
$3.5K - $4.17K
|
17.5K
$1.46M
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
60New |
$3.28K - $3.91K
|
60
$5.02K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 7.59% |
$3.28K - $3.91K
|
850
$71.1K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
56+ 1.36% |
$3.06K - $3.65K
|
4.18K
$350K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
54New |
$2.95K - $3.51K
|
54
$4.52K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 108.16% |
$2.9K - $3.45K
|
102
$8.53K
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
50+ 0.28% |
$2.73K - $3.25K
|
17.8K
$1.49M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
48+ 0.24% |
$2.63K - $3.12K
|
20.3K
$1.69M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.63% |
$2.57K - $3.06K
|
7.51K
$628K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
46+ 0.03% |
$2.52K - $2.99K
|
141K
$11.8M
|