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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-23- 6.63% |
$1.32K - $1.71K
|
324
$18.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-23- 0.66% |
$1.32K - $1.71K
|
3.45K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24- 42.11% |
$1.38K - $1.78K
|
33
$1.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-27- 44.26% |
$1.55K - $2.01K
|
34
$1.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 69.23% |
$2.06K - $2.68K
|
16
$936
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-40- 0.28% |
$2.29K - $2.97K
|
14.5K
$847K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 63.77% |
$2.52K - $3.27K
|
25
$1.46K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-46- 2.54% |
$2.64K - $3.42K
|
1.77K
$103K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-54- 1.54% |
$3.1K - $4.01K
|
3.45K
$202K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-57- 0.71% |
$3.27K - $4.24K
|
8.02K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-57- 55.88% |
$3.27K - $4.24K
|
45
$2.63K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-57- 55.88% |
$3.27K - $4.24K
|
45
$2.63K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-58- 0.72% |
$3.33K - $4.31K
|
8.02K
$469K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-58- 1.56% |
$3.33K - $4.31K
|
3.67K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-59- 0.31% |
$3.38K - $4.38K
|
18.7K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-59- 1.08% |
$3.38K - $4.38K
|
5.41K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-62- 16.62% |
$3.56K - $4.61K
|
311
$18.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-63- 0.46% |
$3.61K - $4.68K
|
13.6K
$797K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 5.61% |
$3.67K - $4.76K
|
1.08K
$62.9K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-67- 5.87% |
$3.84K - $4.98K
|
1.07K
$62.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-67- 5.87% |
$3.84K - $4.98K
|
1.07K
$62.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-74- 4.72% |
$4.24K - $5.5K
|
1.49K
$87.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-76- 0.12% |
$4.36K - $5.65K
|
61K
$3.57M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-80- 0.4% |
$4.59K - $5.94K
|
19.8K
$1.16M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-80- 2.38% |
$4.59K - $5.94K
|
3.28K
$192K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-88- 16.45% |
$5.05K - $6.54K
|
447
$26.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 26.55% |
$5.39K - $6.99K
|
260
$15.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-94- 7.46% |
$5.39K - $6.99K
|
1.17K
$68.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-104- 0.71% |
$5.97K - $7.73K
|
14.5K
$846K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-106- 0.39% |
$6.08K - $7.88K
|
27K
$1.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-107- 0.79% |
$6.14K - $7.95K
|
13.4K
$784K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-109- 1.89% |
$6.25K - $8.1K
|
5.66K
$331K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-110- 15.41% |
$6.31K - $8.17K
|
604
$35.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-111- 0.77% |
$6.37K - $8.25K
|
14.3K
$836K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-112- 0.44% |
$6.42K - $8.32K
|
25.1K
$1.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-117- 82.98% |
$6.71K - $8.69K
|
24
$1.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-121- 2.39% |
$6.94K - $8.99K
|
4.93K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-121- 3.3% |
$6.94K - $8.99K
|
3.54K
$207K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-126- 1.75% |
$7.23K - $9.36K
|
7.09K
$415K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-135- 13.47% |
$7.74K - $10K
|
867
$50.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-145- 32.81% |
$8.32K - $10.8K
|
297
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-145- 3.45% |
$8.32K - $10.8K
|
4.05K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 0.71% |
$8.6K - $11.1K
|
21K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-152- 5.14% |
$8.72K - $11.3K
|
2.81K
$164K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-154- 4.27% |
$8.83K - $11.4K
|
3.45K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-154- 9.78% |
$8.83K - $11.4K
|
1.42K
$83K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-162- 3.29% |
$9.29K - $12K
|
4.76K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-174- 1.92% |
$9.98K - $12.9K
|
8.88K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-177- 0.94% |
$10.2K - $13.2K
|
18.6K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-180- 3.45% |
$10.3K - $13.4K
|
5.04K
$295K
|