Purchases and Sales Made in Q4 2023 in Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
2.48K+ 3.49% |
$130K - $158K
|
73.5K
$4.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.47K+ 4.87% |
$129K - $157K
|
53.1K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.45K+ 0.2% |
$128K - $155K
|
1.22M
$72.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.41KNew |
$126K - $153K
|
2.41K
$143K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.36K+ 1.64% |
$124K - $150K
|
146K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.25K+ 6.95% |
$118K - $143K
|
34.6K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.24K+ 0.89% |
$118K - $142K
|
254K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.1K+ 3.87% |
$110K - $133K
|
56.4K
$3.35M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
2K+ 11.11% |
$105K - $127K
|
20K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.95K+ 11.09% |
$102K - $124K
|
19.6K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.86K+ 4.99% |
$97.4K - $118K
|
39.1K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.75K+ 47.31% |
$91.7K - $111K
|
5.44K
$323K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 38.71% |
$88.2K - $107K
|
6.03K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.62K+ 3.68% |
$85.2K - $103K
|
45.7K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.62K+ 122.04% |
$84.8K - $103K
|
2.94K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 46.67% |
$84.5K - $102K
|
5.06K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.61K+ 17.46% |
$84.3K - $102K
|
10.8K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.58K+ 4.43% |
$83K - $101K
|
37.3K
$2.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.57K+ 36.23% |
$82.6K - $100K
|
5.92K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 15.29% |
$82K - $99.4K
|
11.8K
$701K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.53K+ 23.82% |
$80.2K - $97.1K
|
7.94K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.51K+ 0.99% |
$79.2K - $95.9K
|
155K
$9.19M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.46K+ 12.01% |
$76.4K - $92.6K
|
13.6K
$807K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.38KNew |
$72.4K - $87.7K
|
1.38K
$82.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.37K+ 7.97% |
$71.7K - $86.8K
|
18.5K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.36K+ 4.67% |
$71.4K - $86.5K
|
30.5K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.33KNew |
$69.6K - $84.3K
|
1.33K
$78.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.32KNew |
$69.1K - $83.7K
|
1.32K
$78.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.29K+ 71.98% |
$67.5K - $81.8K
|
3.08K
$183K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.28K+ 25.33% |
$67.2K - $81.4K
|
6.34K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.24K+ 3.39% |
$65.3K - $79K
|
38K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.24K+ 33.36% |
$65.1K - $78.8K
|
4.96K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.24K+ 4.64% |
$65K - $78.7K
|
28K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.16KNew |
$61K - $73.9K
|
1.16K
$69.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.11K+ 44.56% |
$58.4K - $70.8K
|
3.61K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.11KNew |
$58K - $70.2K
|
1.11K
$65.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.06K+ 19.51% |
$55.7K - $67.5K
|
6.51K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.06K+ 1.84% |
$55.6K - $67.3K
|
58.5K
$3.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.02K+ 89.11% |
$53.7K - $65K
|
2.17K
$129K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.01K+ 11.84% |
$52.8K - $64K
|
9.51K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
900+ 1525.42% |
$47.2K - $57.2K
|
959
$57K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
892+ 348.44% |
$46.8K - $56.7K
|
1.15K
$68.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
865+ 151.22% |
$45.4K - $55K
|
1.44K
$85.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
864+ 7.5% |
$45.3K - $54.9K
|
12.4K
$736K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
858+ 4.18% |
$45K - $54.5K
|
21.4K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
850+ 11.95% |
$44.6K - $54K
|
7.96K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
801+ 9.43% |
$42K - $50.9K
|
9.29K
$552K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
800+ 89.49% |
$42K - $50.8K
|
1.69K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
785+ 7.09% |
$41.2K - $49.9K
|
11.9K
$704K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
708New |
$37.1K - $45K
|
708
$42.1K
|