Purchases and Sales Made in Q4 2023 in Consolidated Edison Inc (ED)
This table provides information about the institutional ownership of Consolidated Edison Inc (ED) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
35+ 1.39% |
$2.86K - $3.29K
|
2.55K
$265K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
34+ 0.36% |
$2.78K - $3.2K
|
9.36K
$973K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$2.69K - $3.1K
|
33
$3.43K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
32+ 4.45% |
$2.61K - $3.01K
|
751
$78.1K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
32+ 4.45% |
$2.61K - $3.01K
|
751
$78.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.13% |
$2.45K - $2.82K
|
22.7K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
30+ 0.59% |
$2.45K - $2.82K
|
5.13K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
28New |
$2.29K - $2.63K
|
28
$2.91K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
27New |
$2.2K - $2.54K
|
27
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
27+ 19.15% |
$2.2K - $2.54K
|
168
$17.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
26+ 0.95% |
$2.12K - $2.44K
|
2.76K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26+ 650.0% |
$2.12K - $2.44K
|
30
$3.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
26+ 28.57% |
$2.12K - $2.44K
|
117
$12.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
26+ 0.37% |
$2.12K - $2.44K
|
6.98K
$726K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
26+ 0.88% |
$2.12K - $2.44K
|
2.98K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
25New |
$2.04K - $2.35K
|
25
$2.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25New |
$2.04K - $2.35K
|
25
$2.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 0.96% |
$1.96K - $2.26K
|
2.51K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 2.31% |
$1.96K - $2.26K
|
1.06K
$110K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 30.26% |
$1.88K - $2.16K
|
99
$10.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23New |
$1.88K - $2.16K
|
23
$2.39K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
22+ 0.92% |
$1.8K - $2.07K
|
2.4K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22+ 0.63% |
$1.8K - $2.07K
|
3.5K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22+ 0.66% |
$1.8K - $2.07K
|
3.33K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 1.51% |
$1.71K - $1.97K
|
1.41K
$147K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 0.86% |
$1.63K - $1.88K
|
2.35K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
20New |
$1.63K - $1.88K
|
20
$2.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20+ 0.18% |
$1.63K - $1.88K
|
11.3K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
18+ 0.33% |
$1.47K - $1.69K
|
5.54K
$577K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.43% |
$1.47K - $1.69K
|
4.21K
$437K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
17+ 0.19% |
$1.39K - $1.6K
|
9.12K
$949K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
17+ 5.69% |
$1.39K - $1.6K
|
316
$32.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17+ 0.61% |
$1.39K - $1.6K
|
2.81K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 5.82% |
$1.31K - $1.5K
|
291
$30.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
15+ 0.58% |
$1.22K - $1.41K
|
2.62K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 4.95% |
$1.22K - $1.41K
|
318
$33.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
15+ 0.29% |
$1.22K - $1.41K
|
5.23K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.62% |
$1.22K - $1.41K
|
2.42K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13+ 0.21% |
$1.06K - $1.22K
|
6.3K
$656K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13+ 0.16% |
$1.06K - $1.22K
|
8.06K
$838K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 2.59% |
$1.06K - $1.22K
|
515
$53.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
12New |
$979 - $1.13K
|
12
$1.25K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.88% |
$979 - $1.13K
|
1.37K
$143K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12+ 0.14% |
$979 - $1.13K
|
8.3K
$864K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12+ 0.08% |
$979 - $1.13K
|
14.2K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.29% |
$898 - $1.03K
|
3.86K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 26.32% |
$816 - $940
|
48
$4.99K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10+ 0.12% |
$816 - $940
|
8.55K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
10+ 0.26% |
$816 - $940
|
3.8K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10+ 0.31% |
$816 - $940
|
3.27K
$340K
|