Latest Institutional Transactions on Public Service Enterprise Group Inc (PEG)
This table provides information on the latest institutional transactions involving Public Service Enterprise Group Inc (PEG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-87- 34.12% |
$4.76K - $5.66K
|
168
$13.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.03K+ 16.87% |
$56.4K - $67.1K
|
7.14K
$592K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-143- 2.91% |
$7.82K - $9.31K
|
4.78K
$396K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-6.49KClosed |
$355K - $423K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-154- 48.28% |
$8.42K - $10K
|
165
$13.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.33% |
$54.7 - $65.1
|
306
$25.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.2K- 50.0% |
$65.6K - $78.1K
|
1.2K
$99.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500+ 270.27% |
$27.3K - $32.5K
|
685
$56.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-10.7K- 16.43% |
$603K - $694K
|
54.2K
$4.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
645+ 9.93% |
$36.5K - $42K
|
7.14K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
315New |
$17.8K - $20.5K
|
315
$26.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
22.4KNew |
$1.27M - $1.46M
|
22.4K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.63K- 3.78% |
$92.1K - $106K
|
41.4K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.9K+ 661.64% |
$164K - $189K
|
3.34K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
13.2KNew |
$748K - $860K
|
13.2K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
111+ 2.82% |
$6.29K - $7.23K
|
4.05K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.89KNew |
$277K - $318K
|
4.89K
$405K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.69KNew |
$266K - $305K
|
4.69K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
54.9KNew |
$3.11M - $3.58M
|
54.9K
$4.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
118+ 57.0% |
$6.69K - $7.69K
|
325
$26.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-17.9K- 18.19% |
$1.01M - $1.17M
|
80.5K
$6.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.04KNew |
$342K - $393K
|
6.04K
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
358New |
$20.3K - $23.3K
|
358
$29.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.6KNew |
$1.34M - $1.54M
|
23.6K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.41K+ 3.26% |
$80.1K - $92.1K
|
44.8K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
857New |
$48.6K - $55.8K
|
857
$71K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
1.2KNew |
$68K - $78.2K
|
1.2K
$99.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19New |
$1.08K - $1.24K
|
19
$1.57K
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
250New |
$14.2K - $16.3K
|
250
$20.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
338New |
$19.2K - $22K
|
338
$28K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
18New |
$1.02K - $1.17K
|
18
$1.49K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
756+ 3.63% |
$42.8K - $49.2K
|
21.6K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.03K- 65.54% |
$58.1K - $66.8K
|
539
$44.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
13.3KNew |
$754K - $866K
|
13.3K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.04KNew |
$116K - $133K
|
2.04K
$169K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
103New |
$5.84K - $6.71K
|
103
$8.53K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
25+ 0.7% |
$1.42K - $1.63K
|
3.6K
$298K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
124+ 0.97% |
$7.03K - $8.08K
|
12.9K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
1.63K+ 1.56% |
$92.1K - $106K
|
106K
$8.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$453 - $521
|
8
$663
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-89- 2.18% |
$5.04K - $5.8K
|
3.99K
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
134New |
$7.59K - $8.73K
|
134
$11.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
195New |
$11K - $12.7K
|
195
$16.2K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.1K- 69.91% |
$898K - $969K
|
6.5K
$538K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.07K- 32.96% |
$123K - $133K
|
4.21K
$349K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-110- 14.8% |
$6.54K - $7.06K
|
633
$52.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
4.31KNew |
$256K - $277K
|
4.31K
$357K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6New |
$357 - $385
|
6
$497
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-599- 70.47% |
$35.6K - $38.5K
|
251
$20.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.75KNew |
$342K - $369K
|
5.75K
$476K
|
|