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 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
212+ 9.32% |
$19.8K - $23.3K
|
2.49K
$449K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
211+ 5.67% |
$19.7K - $23.2K
|
3.93K
$710K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
208+ 5.44% |
$19.5K - $22.8K
|
4.04K
$729K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
206+ 3.62% |
$19.3K - $22.6K
|
5.9K
$1.07M
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
202+ 8.98% |
$18.9K - $22.2K
|
2.45K
$443K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
202+ 4.01% |
$18.9K - $22.2K
|
5.24K
$946K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 13.61% |
$18.7K - $22K
|
1.67K
$301K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
198+ 26.29% |
$18.5K - $21.8K
|
951
$172K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
198+ 2.14% |
$18.5K - $21.8K
|
9.43K
$1.7M
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
192+ 3.04% |
$18K - $21.1K
|
6.5K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
186+ 0.58% |
$17.4K - $20.4K
|
32.2K
$5.81M
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
185+ 6.58% |
$17.3K - $20.3K
|
3K
$541K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
184+ 6.55% |
$17.2K - $20.2K
|
3K
$541K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
184+ 6.55% |
$17.2K - $20.2K
|
3K
$541K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
183+ 1.79% |
$17.1K - $20.1K
|
10.4K
$1.88M
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
182+ 6.77% |
$17K - $20K
|
2.87K
$519K
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
181+ 97.84% |
$16.9K - $19.9K
|
366
$66.1K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
179+ 1491.67% |
$16.8K - $19.7K
|
191
$34.5K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 14.93% |
$16.8K - $19.7K
|
1.38K
$249K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 14.93% |
$16.8K - $19.7K
|
1.38K
$249K
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
175+ 0.9% |
$16.4K - $19.2K
|
19.5K
$3.52M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
173+ 142.98% |
$16.2K - $19K
|
294
$53.1K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
172+ 1.38% |
$16.1K - $18.9K
|
12.6K
$2.28M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
171+ 1.8% |
$16K - $18.8K
|
9.69K
$1.75M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
170+ 4.16% |
$15.9K - $18.7K
|
4.26K
$769K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
167+ 5.37% |
$15.6K - $18.3K
|
3.28K
$592K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
167+ 2.88% |
$15.6K - $18.3K
|
5.96K
$1.08M
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
165+ 7.75% |
$15.4K - $18.1K
|
2.29K
$414K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
165+ 6.7% |
$15.4K - $18.1K
|
2.63K
$474K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
165+ 1.79% |
$15.4K - $18.1K
|
9.36K
$1.69M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
165+ 48.39% |
$15.4K - $18.1K
|
506
$91.4K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
162+ 3.34% |
$15.2K - $17.8K
|
5.02K
$906K
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
161+ 3.05% |
$15.1K - $17.7K
|
5.44K
$982K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
161+ 65.71% |
$15.1K - $17.7K
|
406
$73.3K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
161+ 29.11% |
$15.1K - $17.7K
|
714
$129K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
160+ 0.8% |
$15K - $17.6K
|
20.1K
$3.63M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
154+ 5.57% |
$14.4K - $16.9K
|
2.92K
$527K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
152+ 0.7% |
$14.2K - $16.7K
|
21.7K
$3.93M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
147+ 19.71% |
$13.8K - $16.1K
|
893
$161K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
146+ 6.69% |
$13.7K - $16K
|
2.33K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
134+ 0.78% |
$12.5K - $14.7K
|
17.3K
$3.12M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
133+ 54.96% |
$12.4K - $14.6K
|
375
$67.7K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
130+ 2.75% |
$12.2K - $14.3K
|
4.85K
$876K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
129+ 0.88% |
$12.1K - $14.2K
|
14.8K
$2.67M
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
126+ 3.48% |
$11.8K - $13.8K
|
3.75K
$677K
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 2.86% |
$11.7K - $13.7K
|
4.49K
$812K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
125+ 18.36% |
$11.7K - $13.7K
|
806
$146K
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
123+ 5.37% |
$11.5K - $13.5K
|
2.41K
$436K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
122+ 3.02% |
$11.4K - $13.4K
|
4.17K
$752K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
122New |
$11.4K - $13.4K
|
122
$22K
|