Summit Financial Wealth Advisors, LLC Emerson Electric CO Transaction History

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Emerson Electric CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,000 shares of EMR stock, worth $248,180. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,000 -0.0%
Holding current value
$248,180
Previous $220,000 0.91%
% of portfolio
0.04%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$91.73 - $113.45 $183,460 - $226,900
2,000 New
2,000 $226,000
Q4 2022

Jan 17, 2023
BUY
$75.54 - $98.1 $162,713 - $211,307
2,154 New
2,154 $0
Q1 2020

Apr 29, 2020
SELL
$38.08 - $77.87 $2.68 Million - $5.49 Million
-70,484 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
$63.16 - $76.97 $285,167 - $347,519
4,515 Added 6.84%
70,484 $5.2 Million
Q3 2019

Nov 05, 2019
BUY
$56.41 - $67.29 $186,999 - $223,066
3,315 Added 5.29%
65,969 $4.42 Million
Q2 2019

Jul 16, 2019
BUY
$60.24 - $73.16 $779,686 - $946,909
12,943 Added 26.04%
62,654 $4.18 Million
Q1 2019

May 01, 2019
BUY
$58.46 - $69.26 $36,771 - $43,564
629 Added 1.28%
49,711 $3.52 Million
Q4 2018

Feb 01, 2019
SELL
$55.49 - $78.52 $364,957 - $516,426
-6,577 Reduced 11.82%
49,082 $2.93 Million
Q3 2018

Oct 22, 2018
BUY
$67.89 - $78.41 $360,835 - $416,749
5,315 Added 10.56%
55,659 $3.98 Million
Q2 2018

Jul 06, 2018
SELL
$66.19 - $74.08 $60,630 - $67,857
-916 Reduced 1.79%
50,344 $3.44 Million
Q1 2018

Apr 09, 2018
BUY
$66.4 - $74.05 $1.36 Million - $1.52 Million
20,495 Added 66.62%
51,260 $3.5 Million
Q1 2018

Apr 06, 2018
SELL
$66.4 - $74.05 $772,497 - $861,497
-11,634 Reduced 27.44%
30,765 $2.1 Million
Q4 2017

Feb 05, 2018
BUY
$59.02 - $69.98 $321,245 - $380,901
5,443 Added 14.73%
42,399 $2.96 Million
Q3 2017

Nov 06, 2017
BUY
$58.0 - $63.89 $573,388 - $631,616
9,886 Added 36.52%
36,956 $2.32 Million
Q2 2017

Aug 14, 2017
BUY
N/A
27,070
27,070 $1.61 Million

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 $73.4B
  • 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
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email