Purchases and Sales Made in Q1 2024 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q1 2024. The information is specifically focused on institutions that hold shares of PUBLIC SERVICE ENTERPRISE GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-456- 0.42% |
$26K - $30.5K
|
109K
$9.15M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-469- 5.16% |
$26.7K - $31.3K
|
8.62K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-477- 1.73% |
$27.2K - $31.9K
|
27.1K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-484- 70.66% |
$27.6K - $32.3K
|
201
$16.9K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-498- 2.3% |
$28.4K - $33.3K
|
21.1K
$1.77M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-503- 81.79% |
$28.7K - $33.6K
|
112
$9.4K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-512- 16.73% |
$29.2K - $34.2K
|
2.55K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-521- 11.8% |
$29.7K - $34.8K
|
3.89K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-521- 2.98% |
$29.7K - $34.8K
|
17K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-524- 4.02% |
$29.9K - $35K
|
12.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-525- 0.52% |
$29.9K - $35.1K
|
101K
$8.48M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-526- 6.77% |
$30K - $35.1K
|
7.25K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-529- 53.6% |
$30.1K - $35.3K
|
458
$38.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-531- 4.79% |
$30.3K - $35.5K
|
10.6K
$885K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-546- 1.68% |
$31.1K - $36.5K
|
31.9K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-554- 9.65% |
$31.6K - $37K
|
5.19K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-567- 93.56% |
$32.3K - $37.9K
|
39
$3.27K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-571- 0.28% |
$32.5K - $38.1K
|
201K
$16.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-608- 58.35% |
$34.6K - $40.6K
|
434
$36.4K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-636- 17.33% |
$36.2K - $42.5K
|
3.03K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-652- 39.3% |
$37.2K - $43.5K
|
1.01K
$84.5K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-659- 4.26% |
$37.5K - $44K
|
14.8K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-660- 11.55% |
$37.6K - $44.1K
|
5.06K
$424K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-667- 5.8% |
$38K - $44.5K
|
10.8K
$909K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-667- 3.65% |
$38K - $44.5K
|
17.6K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-693- 15.04% |
$39.5K - $46.3K
|
3.92K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-694- 18.1% |
$39.5K - $46.3K
|
3.14K
$263K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-730- 4.21% |
$41.6K - $48.7K
|
16.6K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-767- 1.61% |
$43.7K - $51.2K
|
46.8K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-772- 8.63% |
$44K - $51.6K
|
8.17K
$685K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-783- 42.32% |
$44.6K - $52.3K
|
1.07K
$89.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-785- 7.72% |
$44.7K - $52.4K
|
9.38K
$787K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-787- 28.6% |
$44.8K - $52.6K
|
1.97K
$165K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-816- 14.03% |
$46.5K - $54.5K
|
5K
$420K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-820- 1.85% |
$46.7K - $54.8K
|
43.5K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-837- 16.72% |
$47.7K - $55.9K
|
4.17K
$350K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-849- 4.61% |
$48.4K - $56.7K
|
17.6K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-874- 12.22% |
$49.8K - $58.4K
|
6.28K
$527K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-889- 12.29% |
$50.7K - $59.4K
|
6.34K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-921- 1.26% |
$52.5K - $61.5K
|
72.2K
$6.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-965- 8.7% |
$55K - $64.4K
|
10.1K
$849K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-965- 15.73% |
$55K - $64.4K
|
5.17K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-971- 2.58% |
$55.3K - $64.8K
|
36.7K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-971- 45.67% |
$55.3K - $64.8K
|
1.16K
$96.9K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-971- 11.45% |
$55.3K - $64.8K
|
7.51K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-990- 9.07% |
$56.4K - $66.1K
|
9.92K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-994- 2.77% |
$56.6K - $66.4K
|
34.9K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1K- 12.82% |
$57K - $66.8K
|
6.8K
$570K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.02K- 15.87% |
$57.9K - $67.8K
|
5.39K
$452K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.02K- 6.59% |
$58K - $68K
|
14.4K
$1.21M
|