Ep Wealth Advisors, LLC Emerson Electric CO Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Emerson Electric CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 37,371 shares of EMR stock, worth $4.72 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
37,371
Previous 20,983 78.1%
Holding current value
$4.72 Million
Previous $2.31 Million 76.85%
% of portfolio
0.04%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$98.19 - $118.87 $1.61 Million - $1.95 Million
16,388 Added 78.1%
37,371 $4.09 Million
Q2 2024

Aug 19, 2024
BUY
$105.97 - $115.59 $1.48 Million - $1.62 Million
14,009 Added 200.87%
20,983 $2.31 Million
Q1 2024

May 14, 2024
SELL
$91.73 - $113.45 $1,559 - $1,928
-17 Reduced 0.24%
6,974 $790,000
Q4 2023

Feb 28, 2024
BUY
$84.75 - $97.6 $119,921 - $138,104
1,415 Added 25.38%
6,991 $680,000
Q3 2023

Nov 22, 2023
SELL
$88.24 - $100.12 $378,461 - $429,414
-4,289 Reduced 43.48%
5,576 $538,000
Q2 2023

Aug 14, 2023
SELL
$77.68 - $90.39 $310,564 - $361,379
-3,998 Reduced 28.84%
9,865 $891,000
Q1 2023

Jun 05, 2023
BUY
$80.53 - $98.23 $1.12 Million - $1.36 Million
13,863 New
13,863 $1.21 Million
Q4 2022

Jun 12, 2023
SELL
$75.54 - $98.1 $427,858 - $555,638
-5,664 Reduced 40.86%
8,199 $787,000
Q2 2022

Aug 11, 2022
BUY
$77.79 - $98.42 $232,669 - $294,374
2,991 Added 69.2%
7,313 $582,000
Q1 2022

May 20, 2022
SELL
$89.51 - $99.06 $94,433 - $104,508
-1,055 Reduced 19.62%
4,322 $424,000
Q4 2021

Feb 17, 2022
BUY
$86.79 - $100.15 $28,640 - $33,049
330 Added 6.54%
5,377 $500,000
Q3 2021

Nov 23, 2021
SELL
$93.71 - $105.7 $279,443 - $315,197
-2,982 Reduced 37.14%
5,047 $475,000
Q3 2021

Nov 16, 2021
BUY
$93.71 - $105.7 $430,972 - $486,114
4,599 Added 134.08%
8,029 $475,000
Q2 2021

Aug 24, 2021
BUY
$90.41 - $98.61 $50,448 - $55,024
558 Added 19.43%
3,430 $330,000
Q1 2021

May 17, 2021
BUY
$78.01 - $92.2 $224,044 - $264,798
2,872 New
2,872 $259,000
Q1 2020

May 18, 2020
SELL
$38.08 - $77.87 $110,622 - $226,212
-2,905 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$63.16 - $76.97 $10,105 - $12,315
-160 Reduced 5.22%
2,905 $222,000
Q3 2019

Nov 18, 2019
SELL
$56.41 - $67.29 $63,292 - $75,499
-1,122 Reduced 26.8%
3,065 $205,000
Q2 2019

Aug 27, 2019
SELL
$60.24 - $73.16 $38,131 - $46,310
-633 Reduced 13.13%
4,187 $279,000
Q1 2019

May 20, 2019
BUY
$58.46 - $69.26 $281,777 - $333,833
4,820 New
4,820 $330,000
Q4 2018

Feb 19, 2019
SELL
$55.49 - $78.52 $180,841 - $255,896
-3,259 Closed
0 $0
Q3 2018

Nov 15, 2018
BUY
$67.89 - $78.41 $221,253 - $255,538
3,259 New
3,259 $250,000

Others Institutions Holding EMR

# of Institutions
2,147
Shares Held
432M
Call Options Held
4.23M
Put Options Held
3.01M
View Full List

About EMERSON ELECTRIC CO

EMR Quotes by TradingView
  • Ticker EMR
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 591,299,968
  • Market Cap $74.6B
  • Description
  • Emerson Electric Co., a technology and engineering company, provides various solutions for customers in industrial, commercial, and residential markets in the Americas, Asia, the Middle East, Africa, and Europe. The company operates through Automation Solutions, and Commercial & Residential Solutions segments. The Automation Solutions segmen...
More about EMR
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