Purchases and Sales Made in Q3 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q3 2023. The information is specifically focused on institutions that hold shares of EVERSOURCE ENERGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
206+ 40.39% |
$11.8K - $15.3K
|
716
$41.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
202+ 1.99% |
$11.6K - $15K
|
10.4K
$607K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
202+ 22.82% |
$11.6K - $15K
|
1.09K
$63.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
197+ 4.14% |
$11.3K - $14.6K
|
4.96K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
189+ 2.78% |
$10.8K - $14K
|
6.99K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
187+ 603.23% |
$10.7K - $13.9K
|
218
$12.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
185+ 1.55% |
$10.6K - $13.7K
|
12.2K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
184+ 3.42% |
$10.6K - $13.7K
|
5.57K
$325K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
166+ 40.89% |
$9.52K - $12.3K
|
572
$33.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
165+ 35.71% |
$9.46K - $12.3K
|
627
$36.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
153+ 1.74% |
$8.78K - $11.4K
|
8.95K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
150+ 0.34% |
$8.6K - $11.1K
|
44.1K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
146+ 28.74% |
$8.37K - $10.8K
|
654
$38.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
131+ 1.27% |
$7.51K - $9.73K
|
10.5K
$613K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
125+ 183.82% |
$7.17K - $9.29K
|
193
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
124+ 9.07% |
$7.11K - $9.21K
|
1.49K
$87.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
118New |
$6.77K - $8.77K
|
118
$6.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
118+ 3.16% |
$6.77K - $8.77K
|
3.85K
$225K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
116+ 1.95% |
$6.65K - $8.62K
|
6.06K
$354K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
101+ 4.2% |
$5.79K - $7.51K
|
2.51K
$147K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
100+ 5.26% |
$5.74K - $7.43K
|
2K
$117K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
95+ 0.02% |
$5.45K - $7.06K
|
422K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
94+ 42.15% |
$5.39K - $6.99K
|
317
$18.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
94+ 81.03% |
$5.39K - $6.99K
|
210
$12.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
87New |
$4.99K - $6.46K
|
87
$5.09K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
77+ 120.31% |
$4.42K - $5.72K
|
141
$8.25K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
77+ 0.83% |
$4.42K - $5.72K
|
9.4K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
76New |
$4.36K - $5.65K
|
76
$4.44K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
71+ 2.21% |
$4.07K - $5.28K
|
3.29K
$192K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70+ 88.61% |
$4.02K - $5.2K
|
149
$8.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
65+ 1.39% |
$3.73K - $4.83K
|
4.76K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 1.37% |
$3.67K - $4.76K
|
4.75K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
60+ 30.93% |
$3.44K - $4.46K
|
254
$14.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
57+ 0.65% |
$3.27K - $4.24K
|
8.87K
$518K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
57New |
$3.27K - $4.24K
|
57
$3.33K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
52New |
$2.98K - $3.86K
|
52
$3.04K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
51+ 7.93% |
$2.93K - $3.79K
|
694
$40.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
49New |
$2.81K - $3.64K
|
49
$2.87K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
49+ 6.79% |
$2.81K - $3.64K
|
771
$45.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
47+ 109.3% |
$2.7K - $3.49K
|
90
$5.26K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
47+ 2.19% |
$2.7K - $3.49K
|
2.19K
$128K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
44+ 53.66% |
$2.52K - $3.27K
|
126
$7.37K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
44+ 366.67% |
$2.52K - $3.27K
|
56
$3.27K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44+ 5.56% |
$2.52K - $3.27K
|
836
$48.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
43New |
$2.47K - $3.2K
|
43
$2.51K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42+ 1.24% |
$2.41K - $3.12K
|
3.43K
$201K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 0.42% |
$2.29K - $2.97K
|
9.57K
$560K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
39+ 0.78% |
$2.24K - $2.9K
|
5.06K
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 15.83% |
$2.18K - $2.82K
|
278
$16.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
33New |
$1.89K - $2.45K
|
33
$1.93K
|