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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.26KNew |
$68.7K - $81.8K
|
1.26K
$105K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.25K+ 0.28% |
$68.3K - $81.2K
|
444K
$37.3M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.24K+ 4.99% |
$67.9K - $80.8K
|
26.1K
$2.19M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.16K+ 0.13% |
$63.2K - $75.2K
|
871K
$73.1M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 3.41% |
$62.5K - $74.3K
|
34.7K
$2.91M
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.06K+ 30.34% |
$58.1K - $69.1K
|
4.56K
$383K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 4686.36% |
$56.4K - $67.1K
|
1.05K
$88.3K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.03K+ 16.87% |
$56.4K - $67.1K
|
7.14K
$599K
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1K+ 25.04% |
$54.7K - $65.1K
|
4.99K
$419K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
991+ 4504.55% |
$54.2K - $64.5K
|
1.01K
$85K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
957+ 3.03% |
$52.3K - $62.3K
|
32.6K
$2.73M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
954+ 23.43% |
$52.2K - $62.1K
|
5.03K
$422K
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
944+ 16.96% |
$51.6K - $61.4K
|
6.51K
$546K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
943+ 23.59% |
$51.6K - $61.4K
|
4.94K
$414K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
925+ 2.38% |
$50.6K - $60.2K
|
39.9K
$3.34M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
924+ 53.32% |
$50.5K - $60.1K
|
2.66K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
906New |
$49.5K - $59K
|
906
$76K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
872+ 6.52% |
$47.7K - $56.8K
|
14.3K
$1.2M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
870New |
$47.6K - $56.6K
|
870
$73K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
862+ 23.6% |
$47.1K - $56.1K
|
4.51K
$379K
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
843+ 13.2% |
$46.1K - $54.9K
|
7.23K
$607K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
825+ 17.85% |
$45.1K - $53.7K
|
5.45K
$457K
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
775+ 31.0% |
$42.4K - $50.4K
|
3.28K
$275K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
768+ 6.42% |
$42K - $50K
|
12.7K
$1.07M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
765New |
$41.8K - $49.8K
|
765
$64.2K
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
750+ 0.63% |
$41K - $48.8K
|
119K
$10M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
750+ 2.33% |
$41K - $48.8K
|
32.9K
$2.76M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
717+ 16.71% |
$39.2K - $46.7K
|
5.01K
$420K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
692+ 295.73% |
$37.8K - $45K
|
926
$77.7K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
691New |
$37.8K - $45K
|
691
$58K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
679+ 4.18% |
$37.1K - $44.2K
|
16.9K
$1.42M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
670New |
$36.6K - $43.6K
|
670
$56.2K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
658+ 17.64% |
$36K - $42.8K
|
4.39K
$368K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
649+ 9.98% |
$35.5K - $42.2K
|
7.15K
$600K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
647+ 2.88% |
$35.4K - $42.1K
|
23.1K
$1.94M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
644+ 5.15% |
$35.2K - $41.9K
|
13.1K
$1.1M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
641+ 12.57% |
$35.1K - $41.7K
|
5.74K
$481K
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
629New |
$34.4K - $40.9K
|
629
$52.8K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
613+ 8.54% |
$33.5K - $39.9K
|
7.8K
$654K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
612+ 5.36% |
$33.5K - $39.8K
|
12K
$1.01M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
610+ 161.8% |
$33.4K - $39.7K
|
987
$82.8K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
610New |
$33.4K - $39.7K
|
610
$51.2K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
604+ 5.22% |
$33K - $39.3K
|
12.2K
$1.02M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
596+ 13.52% |
$32.6K - $38.8K
|
5.01K
$420K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
595+ 5.67% |
$32.5K - $38.7K
|
11.1K
$930K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
592+ 55.48% |
$32.4K - $38.5K
|
1.66K
$139K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
584New |
$31.9K - $38K
|
584
$49K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
577New |
$31.6K - $37.6K
|
577
$48.4K
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
537+ 5.97% |
$29.4K - $35K
|
9.54K
$800K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
534+ 6.72% |
$29.2K - $34.8K
|
8.48K
$711K
|