Purchases and Sales Made in Q4 2022 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
47+ 6.47% |
$2.53K - $2.91K
|
773
$64.8K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
43New |
$2.31K - $2.66K
|
43
$3.61K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41+ 0.85% |
$2.2K - $2.53K
|
4.88K
$409K
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
40+ 0.87% |
$2.15K - $2.47K
|
4.63K
$389K
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
39+ 1.02% |
$2.1K - $2.41K
|
3.86K
$324K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
39New |
$2.1K - $2.41K
|
39
$3.27K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37New |
$1.99K - $2.29K
|
37
$3.1K
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 2.79% |
$1.88K - $2.16K
|
1.29K
$108K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29+ 24.79% |
$1.56K - $1.79K
|
146
$12.2K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
29New |
$1.56K - $1.79K
|
29
$2.43K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 8.78% |
$1.51K - $1.73K
|
347
$29.1K
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
28+ 0.54% |
$1.51K - $1.73K
|
5.18K
$434K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.22% |
$1.51K - $1.73K
|
13K
$1.09M
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
27+ 540.0% |
$1.45K - $1.67K
|
32
$2.68K
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
26+ 0.13% |
$1.4K - $1.61K
|
19.8K
$1.66M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
23New |
$1.24K - $1.42K
|
23
$1.93K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
23+ 0.55% |
$1.24K - $1.42K
|
4.22K
$354K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21+ 0.2% |
$1.13K - $1.3K
|
10.6K
$893K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21+ 0.14% |
$1.13K - $1.3K
|
15.4K
$1.29M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.43% |
$1.02K - $1.17K
|
4.46K
$374K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$968 - $1.11K
|
18
$1.51K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
18New |
$968 - $1.11K
|
18
$1.51K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16+ 0.38% |
$860 - $989
|
4.28K
$359K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 2.48% |
$807 - $927
|
621
$52.1K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$753 - $865
|
14
$1.17K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
14+ 0.37% |
$753 - $865
|
3.75K
$315K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
13+ 0.22% |
$699 - $804
|
5.94K
$498K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 70.59% |
$645 - $742
|
29
$2.43K
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$645 - $742
|
4.88K
$410K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11New |
$591 - $680
|
11
$923
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
11New |
$591 - $680
|
11
$923
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.08% |
$538 - $618
|
11.8K
$991K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 0.05% |
$430 - $494
|
14.9K
$1.25M
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 9.52% |
$430 - $494
|
92
$7.72K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$376 - $433
|
7
$587
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
7+ 0.08% |
$376 - $433
|
8.98K
$753K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 0.28% |
$376 - $433
|
2.52K
$211K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 1.31% |
$376 - $433
|
542
$45.5K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.28% |
$323 - $371
|
2.18K
$183K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.33% |
$269 - $309
|
1.52K
$128K
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
4+ 0.79% |
$215 - $247
|
508
$42.6K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.04% |
$161 - $185
|
7.79K
$654K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.07% |
$161 - $185
|
4.21K
$353K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
3+ 37.5% |
$161 - $185
|
11
$923
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.05% |
$108 - $124
|
3.78K
$317K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.45% |
$108 - $124
|
140
$11.7K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.61% |
$108 - $124
|
331
$27.8K
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$108 - $124
|
28.6K
$2.4M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.5% |
$108 - $124
|
406
$34.1K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.02% |
$108 - $124
|
198
$16.6K
|