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 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
56+ 1.17% |
$5.24K - $6.15K
|
4.86K
$880K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
54+ 9.93% |
$5.05K - $5.93K
|
598
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
54+ 2.58% |
$5.05K - $5.93K
|
2.15K
$390K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
53+ 0.92% |
$4.96K - $5.82K
|
5.83K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
53+ 1.0% |
$4.96K - $5.82K
|
5.33K
$966K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 10.9% |
$4.77K - $5.6K
|
519
$94K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
48+ 0.73% |
$4.49K - $5.27K
|
6.6K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
48+ 4.52% |
$4.49K - $5.27K
|
1.11K
$201K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
47New |
$4.4K - $5.16K
|
47
$8.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
47+ 0.19% |
$4.4K - $5.16K
|
25.1K
$4.55M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
46+ 1.2% |
$4.31K - $5.05K
|
3.87K
$702K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46+ 93.88% |
$4.31K - $5.05K
|
95
$17.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
46+ 0.35% |
$4.31K - $5.05K
|
13.3K
$2.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
45+ 0.31% |
$4.21K - $4.94K
|
14.5K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45+ 1.45% |
$4.21K - $4.94K
|
3.14K
$569K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43+ 1.35% |
$4.02K - $4.72K
|
3.24K
$587K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
42+ 0.8% |
$3.93K - $4.61K
|
5.29K
$959K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.12% |
$3.93K - $4.61K
|
3.79K
$687K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
41+ 1.18% |
$3.84K - $4.5K
|
3.52K
$637K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
41+ 1.43% |
$3.84K - $4.5K
|
2.91K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
41+ 0.11% |
$3.84K - $4.5K
|
37.7K
$6.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
41+ 1.18% |
$3.84K - $4.5K
|
3.51K
$637K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
40+ 1.2% |
$3.74K - $4.39K
|
3.37K
$610K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
38+ 0.4% |
$3.56K - $4.17K
|
9.59K
$1.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38+ 1.44% |
$3.56K - $4.17K
|
2.68K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
37New |
$3.46K - $4.06K
|
37
$6.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
37+ 1.24% |
$3.46K - $4.06K
|
3.03K
$549K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
35+ 3.93% |
$3.28K - $3.84K
|
925
$168K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
35+ 0.23% |
$3.28K - $3.84K
|
15K
$2.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
34New |
$3.18K - $3.73K
|
34
$6.16K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
34+ 1.31% |
$3.18K - $3.73K
|
2.63K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
32+ 1.39% |
$3K - $3.52K
|
2.34K
$424K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32+ 0.53% |
$3K - $3.52K
|
6.08K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
31+ 258.33% |
$2.9K - $3.41K
|
43
$7.79K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
30+ 0.61% |
$2.81K - $3.3K
|
4.97K
$900K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
29+ 0.41% |
$2.71K - $3.19K
|
7.17K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
29+ 25.44% |
$2.71K - $3.19K
|
143
$25.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 2.75% |
$2.71K - $3.19K
|
1.09K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
28New |
$2.62K - $3.08K
|
28
$5.07K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27+ 0.24% |
$2.53K - $2.97K
|
11.5K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27+ 0.11% |
$2.53K - $2.97K
|
25.3K
$4.59M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
26New |
$2.43K - $2.86K
|
26
$4.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
25+ 0.27% |
$2.34K - $2.75K
|
9.18K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
23+ 0.53% |
$2.15K - $2.53K
|
4.33K
$783K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
22+ 0.83% |
$2.06K - $2.42K
|
2.68K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.2% |
$2.06K - $2.42K
|
11.1K
$2.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
21+ 2.19% |
$1.97K - $2.31K
|
978
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 1.2% |
$1.87K - $2.2K
|
1.68K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
18+ 9.33% |
$1.68K - $1.98K
|
211
$38.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.13% |
$1.68K - $1.98K
|
13.6K
$2.46M
|