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 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 0.64% |
$1.84K - $2.38K
|
5.06K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
32+ 4.69% |
$1.84K - $2.38K
|
714
$41.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 21.09% |
$1.78K - $2.3K
|
178
$10.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 1.25% |
$1.66K - $2.15K
|
2.35K
$138K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
28New |
$1.61K - $2.08K
|
28
$1.64K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28New |
$1.61K - $2.08K
|
28
$1.64K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26+ 96.3% |
$1.49K - $1.93K
|
53
$3.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 2.7% |
$1.43K - $1.86K
|
950
$55.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
19+ 1.03% |
$1.09K - $1.41K
|
1.86K
$109K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19+ 2.59% |
$1.09K - $1.41K
|
753
$44K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.1% |
$1.03K - $1.34K
|
18.1K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
18+ 0.3% |
$1.03K - $1.34K
|
6.01K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$918 - $1.19K
|
16
$936
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
16+ 2.06% |
$918 - $1.19K
|
791
$46.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
15+ 0.34% |
$860 - $1.11K
|
4.4K
$257K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
15+ 0.39% |
$860 - $1.11K
|
3.91K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.14% |
$860 - $1.11K
|
11K
$644K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14+ 1.65% |
$803 - $1.04K
|
862
$50.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
13New |
$746 - $966
|
13
$760
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11New |
$631 - $817
|
11
$643
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 1.2% |
$574 - $743
|
843
$49.3K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
9New |
$516 - $669
|
9
$526
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8New |
$459 - $594
|
8
$468
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7New |
$402 - $520
|
7
$409
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7+ 0.13% |
$402 - $520
|
5.53K
$323K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5New |
$287 - $372
|
5
$292
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$229 - $297
|
4
$234
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.13% |
$172 - $223
|
268
$15.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.02% |
$172 - $223
|
18.6K
$1.09M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.87% |
$115 - $149
|
109
$6.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$57.4 - $74.3
|
526
$30.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 2.27% |
$57.4 - $74.3
|
45
$2.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 6.67% |
$57.4 - $74.3
|
16
$936
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.34% |
$57.4 - $74.3
|
297
$17.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.02% |
$57.4 - $74.3
|
4.18K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-3- 0.23% |
$172 - $223
|
1.33K
$77.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 0.05% |
$172 - $223
|
5.87K
$343K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 1.32% |
$229 - $297
|
298
$17.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.29% |
$287 - $372
|
1.72K
$101K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
$287 - $372
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9- 1.59% |
$516 - $669
|
557
$32.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-10- 0.21% |
$574 - $743
|
4.86K
$284K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 73.68% |
$803 - $1.04K
|
5
$292
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 4.6% |
$860 - $1.11K
|
311
$18.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 0.23% |
$918 - $1.19K
|
6.96K
$407K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-17- 21.52% |
$975 - $1.26K
|
62
$3.63K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20- 32.79% |
$1.15K - $1.49K
|
41
$2.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-21- 0.58% |
$1.2K - $1.56K
|
3.63K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-23- 3.38% |
$1.32K - $1.71K
|
657
$38.4K
|