Purchases and Sales Made in Q2 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
373+ 0.7% |
$34.9K - $41K
|
53.9K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
371+ 6.64% |
$34.7K - $40.8K
|
5.96K
$1.08M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
366+ 19.77% |
$34.3K - $40.2K
|
2.22K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
365+ 3.23% |
$34.2K - $40.1K
|
11.7K
$2.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
361+ 8.97% |
$33.8K - $39.7K
|
4.39K
$795K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
353+ 12.01% |
$33K - $38.8K
|
3.29K
$597K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
353+ 4.69% |
$33K - $38.8K
|
7.88K
$1.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
350+ 34.58% |
$32.8K - $38.4K
|
1.36K
$247K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
350+ 37.88% |
$32.8K - $38.4K
|
1.27K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
349+ 13.94% |
$32.7K - $38.3K
|
2.85K
$517K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
338+ 344.9% |
$31.6K - $37.1K
|
436
$79K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
335+ 4.83% |
$31.4K - $36.8K
|
7.28K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
335+ 11.56% |
$31.4K - $36.8K
|
3.23K
$586K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
331+ 0.85% |
$31K - $36.4K
|
39.1K
$7.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
326+ 2.04% |
$30.5K - $35.8K
|
16.3K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
322+ 13.45% |
$30.1K - $35.4K
|
2.72K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
319+ 3.14% |
$29.9K - $35K
|
10.5K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
312+ 11.91% |
$29.2K - $34.3K
|
2.93K
$531K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
305+ 1.26% |
$28.5K - $33.5K
|
24.5K
$4.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
304+ 6.31% |
$28.5K - $33.4K
|
5.12K
$928K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
300New |
$28.1K - $33K
|
300
$54.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 2.58% |
$28.1K - $33K
|
11.9K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
300+ 10.86% |
$28.1K - $33K
|
3.06K
$555K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
297+ 7.89% |
$27.8K - $32.6K
|
4.06K
$735K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
291+ 13.62% |
$27.2K - $32K
|
2.43K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
285+ 14.66% |
$26.7K - $31.3K
|
2.23K
$404K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
280+ 0.18% |
$26.2K - $30.8K
|
156K
$28.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
280+ 1.76% |
$26.2K - $30.8K
|
16.2K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
277+ 0.67% |
$25.9K - $30.4K
|
41.7K
$7.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
266+ 7.36% |
$24.9K - $29.2K
|
3.88K
$703K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
260+ 1.58% |
$24.3K - $28.6K
|
16.7K
$3.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
260+ 11.1% |
$24.3K - $28.6K
|
2.6K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
252+ 3.91% |
$23.6K - $27.7K
|
6.7K
$1.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
250+ 3.23% |
$23.4K - $27.5K
|
8K
$1.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250+ 2.53% |
$23.4K - $27.5K
|
10.1K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
246+ 1.41% |
$23K - $27K
|
17.7K
$3.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
245+ 6.84% |
$22.9K - $26.9K
|
3.83K
$693K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
244+ 2.65% |
$22.8K - $26.8K
|
9.45K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
238New |
$22.3K - $26.1K
|
238
$43.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
236+ 3.03% |
$22.1K - $25.9K
|
8.03K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
236New |
$22.1K - $25.9K
|
236
$42.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
233+ 7.19% |
$21.8K - $25.6K
|
3.47K
$629K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
232+ 10.96% |
$21.7K - $25.5K
|
2.35K
$426K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
225+ 5.16% |
$21.1K - $24.7K
|
4.58K
$830K
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
222+ 4.48% |
$20.8K - $24.4K
|
5.17K
$937K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
219+ 3.73% |
$20.5K - $24.1K
|
6.09K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
219+ 8.22% |
$20.5K - $24.1K
|
2.88K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
216+ 2.17% |
$20.2K - $23.7K
|
10.2K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
215+ 9.59% |
$20.1K - $23.6K
|
2.46K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
212+ 2.46% |
$19.8K - $23.3K
|
8.83K
$1.6M
|