Purchases and Sales Made in Q1 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q1 2023. The information is specifically focused on institutions that hold shares of GENERAL ELECTRIC CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
156+ 2.99% |
$10.9K - $14.9K
|
5.37K
$972K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
154+ 22.38% |
$10.8K - $14.7K
|
842
$153K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
151+ 2.43% |
$10.6K - $14.4K
|
6.37K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
150+ 4.53% |
$10.5K - $14.3K
|
3.46K
$627K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
148+ 4.67% |
$10.4K - $14.1K
|
3.32K
$601K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
136+ 2.78% |
$9.54K - $13K
|
5.03K
$911K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
135+ 3.66% |
$9.47K - $12.9K
|
3.83K
$693K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
135+ 0.34% |
$9.47K - $12.9K
|
39.8K
$7.21M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
134+ 4.68% |
$9.4K - $12.8K
|
3K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
133New |
$9.33K - $12.7K
|
133
$24.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
126+ 2.99% |
$8.84K - $12K
|
4.34K
$787K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
125New |
$8.77K - $12K
|
125
$22.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
122+ 1.5% |
$8.56K - $11.7K
|
8.24K
$1.49M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
121+ 3.08% |
$8.49K - $11.6K
|
4.05K
$734K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
118+ 53.64% |
$8.28K - $11.3K
|
338
$61.2K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
117+ 1.05% |
$8.21K - $11.2K
|
11.3K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
115+ 38.33% |
$8.07K - $11K
|
415
$75.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
114New |
$8K - $10.9K
|
114
$20.7K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
114+ 0.35% |
$8K - $10.9K
|
32.9K
$5.96M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
114+ 0.13% |
$8K - $10.9K
|
90.8K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
114+ 2.73% |
$8K - $10.9K
|
4.29K
$777K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
113+ 2.93% |
$7.93K - $10.8K
|
3.97K
$720K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
113+ 2.87% |
$7.93K - $10.8K
|
4.04K
$733K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
110+ 146.67% |
$7.72K - $10.5K
|
185
$33.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
110+ 0.25% |
$7.72K - $10.5K
|
43.6K
$7.9M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
110+ 0.01% |
$7.72K - $10.5K
|
1.26M
$228M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
109+ 1.3% |
$7.65K - $10.4K
|
8.5K
$1.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
104+ 2.91% |
$7.3K - $9.94K
|
3.67K
$665K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
102New |
$7.16K - $9.75K
|
102
$18.5K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
102New |
$7.16K - $9.75K
|
102
$18.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 80.0% |
$7.02K - $9.56K
|
225
$40.8K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
100+ 3.41% |
$7.02K - $9.56K
|
3.03K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 1.06% |
$7.02K - $9.56K
|
9.56K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
96+ 1.51% |
$6.74K - $9.18K
|
6.45K
$1.17M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
96+ 2.45% |
$6.74K - $9.18K
|
4.01K
$726K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
93+ 16.73% |
$6.52K - $8.89K
|
649
$118K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 2.67% |
$6.52K - $8.89K
|
3.57K
$647K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
88+ 0.49% |
$6.17K - $8.41K
|
18.1K
$3.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
88+ 1.85% |
$6.17K - $8.41K
|
4.83K
$875K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
88+ 0.58% |
$6.17K - $8.41K
|
15.2K
$2.75M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
87+ 49.43% |
$6.1K - $8.32K
|
263
$47.6K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
85+ 0.75% |
$5.96K - $8.13K
|
11.4K
$2.07M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
85+ 0.75% |
$5.96K - $8.13K
|
11.4K
$2.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
83+ 2.49% |
$5.82K - $7.93K
|
3.41K
$618K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
83+ 1.18% |
$5.82K - $7.93K
|
7.14K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
81+ 2.73% |
$5.68K - $7.74K
|
3.04K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
81+ 0.73% |
$5.68K - $7.74K
|
11.2K
$2.03M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
79+ 0.93% |
$5.54K - $7.55K
|
8.54K
$1.55M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
75+ 13.89% |
$5.26K - $7.17K
|
615
$111K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
75+ 2.25% |
$5.26K - $7.17K
|
3.4K
$616K
|