Purchases and Sales Made in Q4 2023 in Public Service Enterprise Group Inc (PEG)
This table provides information about the institutional ownership of Public Service Enterprise Group Inc (PEG) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4+ 1.4% |
$219 - $260
|
289
$24.2K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3New |
$164 - $195
|
3
$251
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 8.82% |
$164 - $195
|
37
$3.1K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.94% |
$164 - $195
|
323
$27K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.03% |
$164 - $195
|
11.2K
$936K
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.03% |
$164 - $195
|
10.9K
$913K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.48% |
$109 - $130
|
416
$34.8K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.99% |
$109 - $130
|
204
$17.1K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.03% |
$109 - $130
|
6.18K
$517K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$54.7 - $65.1
|
1
$83.7
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.69% |
$54.7 - $65.1
|
145
$12.1K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.33% |
$54.7 - $65.1
|
306
$25.6K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$54.7 - $65.1
|
4.97K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3- 0.55% |
$164 - $195
|
543
$45.4K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.03% |
$273 - $325
|
18.1K
$1.51M
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-6- 46.15% |
$328 - $391
|
7
$586
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 2.46% |
$328 - $391
|
238
$19.9K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10- 0.13% |
$547 - $651
|
7.77K
$651K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-10- 37.04% |
$547 - $651
|
17
$1.42K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-11- 23.4% |
$602 - $716
|
36
$3.01K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 1.16% |
$602 - $716
|
939
$78.6K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13- 0.17% |
$711 - $846
|
7.63K
$638K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-16- 1.23% |
$875 - $1.04K
|
1.28K
$107K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19- 0.64% |
$1.04K - $1.24K
|
2.93K
$245K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-21- 10.05% |
$1.15K - $1.37K
|
188
$15.7K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22- 1.01% |
$1.2K - $1.43K
|
2.15K
$180K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-24- 0.12% |
$1.31K - $1.56K
|
19.7K
$1.65M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 2.11% |
$1.48K - $1.76K
|
1.25K
$105K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-27- 0.34% |
$1.48K - $1.76K
|
7.92K
$663K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-31- 93.94% |
$1.7K - $2.02K
|
2
$167
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-33- 0.75% |
$1.8K - $2.15K
|
4.35K
$364K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-34- 0.56% |
$1.86K - $2.21K
|
6.01K
$503K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 18.18% |
$1.86K - $2.21K
|
153
$12.8K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-35- 10.87% |
$1.91K - $2.28K
|
287
$24K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-35- 0.96% |
$1.91K - $2.28K
|
3.6K
$301K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38- 0.54% |
$2.08K - $2.47K
|
6.96K
$583K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-38- 0.09% |
$2.08K - $2.47K
|
44.2K
$3.7M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-46- 1.0% |
$2.52K - $2.99K
|
4.54K
$380K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-51- 3.12% |
$2.79K - $3.32K
|
1.58K
$132K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-57- 0.74% |
$3.12K - $3.71K
|
7.66K
$641K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 1.39% |
$3.12K - $3.71K
|
4.04K
$338K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-57- 0.2% |
$3.12K - $3.71K
|
28.7K
$2.4M
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-58- 1.25% |
$3.17K - $3.78K
|
4.58K
$383K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-59- 5.42% |
$3.23K - $3.84K
|
1.03K
$86.1K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-60- 1.13% |
$3.28K - $3.91K
|
5.24K
$438K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-64- 1.45% |
$3.5K - $4.17K
|
4.35K
$364K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-64- 6.99% |
$3.5K - $4.17K
|
851
$71.2K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-66- 1.69% |
$3.61K - $4.3K
|
3.84K
$321K
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-67- 0.09% |
$3.66K - $4.36K
|
75.5K
$6.32M
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-69- 1.41% |
$3.77K - $4.49K
|
4.83K
$404K
|