Purchases and Sales Made in Q1 2024 in Consolidated Edison Inc (ED)
This table provides information about the institutional ownership of Consolidated Edison Inc (ED) during Q1 2024. The information is specifically focused on institutions that hold shares of CONSOLIDATED EDISON INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
108+ 0.55% |
$9.31K - $10.2K
|
19.6K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
107+ 2.33% |
$9.22K - $10.1K
|
4.7K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
107+ 3.48% |
$9.22K - $10.1K
|
3.19K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
104+ 16.05% |
$8.97K - $9.81K
|
752
$85.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103+ 0.17% |
$8.88K - $9.71K
|
60.3K
$6.83M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
101+ 99.02% |
$8.71K - $9.53K
|
203
$23K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
98+ 1.59% |
$8.45K - $9.24K
|
6.25K
$708K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
92+ 1.21% |
$7.93K - $8.68K
|
7.68K
$870K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
91+ 5.96% |
$7.85K - $8.58K
|
1.62K
$183K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
87+ 26.44% |
$7.5K - $8.21K
|
416
$47.1K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
84+ 442.11% |
$7.24K - $7.92K
|
103
$11.7K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
83+ 0.12% |
$7.16K - $7.83K
|
71.4K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
80+ 3.13% |
$6.9K - $7.55K
|
2.64K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
76+ 3.12% |
$6.55K - $7.17K
|
2.52K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
61+ 29.19% |
$5.26K - $5.75K
|
270
$30.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
61+ 1.19% |
$5.26K - $5.75K
|
5.2K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
59+ 0.95% |
$5.09K - $5.56K
|
6.24K
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
56+ 1.86% |
$4.83K - $5.28K
|
3.07K
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
54+ 0.1% |
$4.66K - $5.09K
|
52.3K
$5.92M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
53+ 0.8% |
$4.57K - $5K
|
6.64K
$753K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 1.63% |
$4.31K - $4.72K
|
3.13K
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
49+ 1.31% |
$4.22K - $4.62K
|
3.78K
$429K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
47+ 0.95% |
$4.05K - $4.43K
|
5K
$566K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 19.23% |
$3.88K - $4.24K
|
279
$31.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
40+ 0.63% |
$3.45K - $3.77K
|
6.34K
$719K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
39New |
$3.36K - $3.68K
|
39
$4.42K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 1.42% |
$3.28K - $3.58K
|
2.71K
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
38+ 18.81% |
$3.28K - $3.58K
|
240
$27.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
38+ 0.91% |
$3.28K - $3.58K
|
4.21K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 57.38% |
$3.02K - $3.3K
|
96
$10.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
34+ 0.93% |
$2.93K - $3.21K
|
3.68K
$417K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33New |
$2.84K - $3.11K
|
33
$3.74K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
33+ 0.72% |
$2.84K - $3.11K
|
4.61K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
32+ 0.32% |
$2.76K - $3.02K
|
9.95K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
32+ 0.12% |
$2.76K - $3.02K
|
25.8K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.46% |
$2.5K - $2.74K
|
6.33K
$717K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 0.49% |
$2.5K - $2.74K
|
5.91K
$669K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
27+ 0.91% |
$2.33K - $2.55K
|
3K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.25% |
$2.33K - $2.55K
|
11K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
26+ 0.37% |
$2.24K - $2.45K
|
7.01K
$794K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26+ 0.67% |
$2.24K - $2.45K
|
3.89K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
24+ 50.0% |
$2.07K - $2.26K
|
72
$8.16K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
22+ 0.36% |
$1.9K - $2.08K
|
6.11K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.92% |
$1.9K - $2.08K
|
2.42K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21+ 0.35% |
$1.81K - $1.98K
|
5.97K
$677K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20+ 0.37% |
$1.72K - $1.89K
|
5.49K
$622K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20+ 0.15% |
$1.72K - $1.89K
|
13.6K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
20New |
$1.72K - $1.89K
|
20
$2.27K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
19+ 0.48% |
$1.64K - $1.79K
|
3.97K
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 2.08% |
$1.64K - $1.79K
|
931
$105K
|