Purchases and Sales Made in Q4 2024 in Ener Sys (ENS)
This table provides information about the institutional ownership of Ener Sys (ENS) during Q4 2024. The information is specifically focused on institutions that hold shares of EnerSys.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
29New |
$2.65K - $3.02K
|
29
$2.79K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25+ 0.62% |
$2.29K - $2.6K
|
4.07K
$391K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20+ 1.07% |
$1.83K - $2.08K
|
1.89K
$182K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
17+ 13.39% |
$1.56K - $1.77K
|
144
$13.9K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15+ 4.27% |
$1.37K - $1.56K
|
366
$35.2K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14New |
$1.28K - $1.46K
|
14
$1.35K
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
13New |
$1.19K - $1.35K
|
13
$1.25K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13New |
$1.19K - $1.35K
|
13
$1.25K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 9.85% |
$1.19K - $1.35K
|
145
$14K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 900.0% |
$824 - $936
|
10
$963
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 18.42% |
$641 - $728
|
45
$4.33K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 1.14% |
$641 - $728
|
623
$60K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 5.88% |
$549 - $624
|
108
$10.4K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
5+ 20.0% |
$458 - $520
|
30
$2.89K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$458 - $520
|
5
$481
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4+ 0.05% |
$366 - $416
|
8.77K
$844K
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3+ 0.0% |
$275 - $312
|
71.9K
$6.92M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$183 - $208
|
2
$193
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$183 - $208
|
2
$193
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.48% |
$91.5 - $104
|
209
$20.1K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1+ 0.37% |
$91.5 - $104
|
272
$26.2K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 11.11% |
$183 - $208
|
16
$1.54K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2- 0.04% |
$183 - $208
|
4.52K
$435K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2- 1.98% |
$183 - $208
|
99
$9.53K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3- 0.12% |
$275 - $312
|
2.49K
$239K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 12.0% |
$275 - $312
|
22
$2.12K
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 0.09% |
$275 - $312
|
3.49K
$336K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 6.78% |
$366 - $416
|
55
$5.29K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 4.76% |
$366 - $416
|
80
$7.7K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 2.7% |
$366 - $416
|
144
$13.9K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 13.33% |
$366 - $416
|
26
$2.5K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 37.5% |
$549 - $624
|
10
$963
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 6.36% |
$641 - $728
|
103
$9.91K
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 14.0% |
$641 - $728
|
43
$4.14K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 15.22% |
$1.28K - $1.46K
|
78
$7.51K
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-16- 0.22% |
$1.46K - $1.66K
|
7.27K
$699K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-17- 39.53% |
$1.56K - $1.77K
|
26
$2.5K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20- 0.52% |
$1.83K - $2.08K
|
3.85K
$371K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 25.0% |
$2.47K - $2.81K
|
81
$7.8K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 21.32% |
$2.65K - $3.02K
|
107
$10.3K
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-31- 0.93% |
$2.84K - $3.22K
|
3.3K
$318K
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-36- 1.87% |
$3.3K - $3.74K
|
1.89K
$182K
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-40- 26.32% |
$3.66K - $4.16K
|
112
$10.8K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-48- 47.52% |
$4.39K - $4.99K
|
53
$5.1K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-55- 18.33% |
$5.03K - $5.72K
|
245
$23.6K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65- 18.21% |
$5.95K - $6.76K
|
292
$28.1K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-70- 0.64% |
$6.41K - $7.28K
|
10.9K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-76- 2.79% |
$6.96K - $7.9K
|
2.65K
$255K
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-76- 0.19% |
$6.96K - $7.9K
|
39.8K
$3.84M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-77- 0.48% |
$7.05K - $8.01K
|
15.8K
$1.52M
|