Purchases and Sales Made in Q1 2023 in Firstenergy Corp (FE)
This table provides information about the institutional ownership of Firstenergy Corp (FE) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRSTENERGY CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
19New |
$717 - $819
|
19
$773
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$529 - $603
|
11.3K
$458K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$453 - $517
|
12
$488
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
10+ 0.11% |
$378 - $431
|
8.95K
$364K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9+ 13.24% |
$340 - $388
|
77
$3.13K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 2.37% |
$340 - $388
|
388
$15.8K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.94% |
$340 - $388
|
964
$39.2K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 23.53% |
$302 - $345
|
42
$1.71K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.24% |
$264 - $302
|
2.91K
$118K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.41% |
$264 - $302
|
1.7K
$69K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 1.35% |
$227 - $259
|
451
$18.3K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.06% |
$151 - $172
|
6.17K
$251K
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.91% |
$113 - $129
|
332
$13.5K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 1.21% |
$113 - $129
|
250
$10.2K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.3% |
$113 - $129
|
1K
$40.7K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.95% |
$75.5 - $86.2
|
212
$8.62K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.21% |
$75.5 - $86.2
|
961
$39.1K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$37.8 - $43.1
|
1
$40.7
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$37.8 - $43.1
|
2.25K
$91.3K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.92% |
$37.8 - $43.1
|
110
$4.47K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 1.92% |
$37.8 - $43.1
|
53
$2.15K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-2- 66.67% |
$75.5 - $86.2
|
1
$40.7
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 4.0% |
$75.5 - $86.2
|
48
$1.95K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.3% |
$113 - $129
|
990
$40.3K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.47% |
$151 - $172
|
846
$34.4K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 4.27% |
$264 - $302
|
157
$6.38K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11- 0.09% |
$415 - $474
|
12.7K
$515K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 13.4% |
$491 - $560
|
84
$3.42K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 14.71% |
$566 - $646
|
87
$3.54K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-18- 0.57% |
$680 - $776
|
3.13K
$127K
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-22- 0.19% |
$831 - $948
|
11.3K
$459K
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-47- 0.62% |
$1.77K - $2.03K
|
7.5K
$305K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-50- 0.81% |
$1.89K - $2.15K
|
6.12K
$249K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51- 28.18% |
$1.93K - $2.2K
|
130
$5.29K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-73- 0.53% |
$2.76K - $3.15K
|
13.8K
$560K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-83- 0.35% |
$3.13K - $3.58K
|
23.5K
$956K
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-91- 1.37% |
$3.44K - $3.92K
|
6.55K
$266K
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-91- 0.55% |
$3.44K - $3.92K
|
16.4K
$668K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-94- 2.99% |
$3.55K - $4.05K
|
3.05K
$124K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 34.91% |
$3.62K - $4.14K
|
179
$7.28K
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 0.87% |
$3.78K - $4.31K
|
11.4K
$464K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-101- 0.94% |
$3.81K - $4.35K
|
10.7K
$434K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 6.81% |
$3.93K - $4.48K
|
1.42K
$57.9K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-105- 1.56% |
$3.96K - $4.52K
|
6.61K
$269K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-126- 0.65% |
$4.76K - $5.43K
|
19.3K
$786K
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-138- 2.32% |
$5.21K - $5.95K
|
5.8K
$236K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-200Closed |
$7.55K - $8.62K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 28.57% |
$7.55K - $8.62K
|
500
$20.3K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-210- 1.19% |
$7.93K - $9.05K
|
17.5K
$712K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-213- 10.42% |
$8.04K - $9.18K
|
1.83K
$74.5K
|