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 |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-16- 0.39% |
$1.5K - $1.76K
|
4.09K
$738K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16- 0.54% |
$1.5K - $1.76K
|
2.96K
$535K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-17- 0.23% |
$1.59K - $1.87K
|
7.31K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-17- 0.48% |
$1.59K - $1.87K
|
3.54K
$640K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-17- 0.49% |
$1.59K - $1.87K
|
3.44K
$622K
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-18- 7.23% |
$1.68K - $1.98K
|
231
$41.7K
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-19- 0.47% |
$1.78K - $2.09K
|
4.03K
$728K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-20- 0.9% |
$1.87K - $2.2K
|
2.21K
$398K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-20- 0.88% |
$1.87K - $2.2K
|
2.25K
$406K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.4% |
$1.87K - $2.2K
|
5.04K
$911K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21- 0.56% |
$1.97K - $2.31K
|
3.73K
$673K
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-22- 0.26% |
$2.06K - $2.42K
|
8.35K
$1.51M
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-23- 0.43% |
$2.15K - $2.53K
|
5.35K
$967K
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-23- 0.25% |
$2.15K - $2.53K
|
9.3K
$1.68M
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-24- 0.93% |
$2.25K - $2.64K
|
2.56K
$462K
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-24- 48.0% |
$2.25K - $2.64K
|
26
$4.7K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-24- 0.33% |
$2.25K - $2.64K
|
7.23K
$1.31M
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-24- 2.42% |
$2.25K - $2.64K
|
967
$175K
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-25- 1.95% |
$2.34K - $2.75K
|
1.26K
$227K
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-25- 0.4% |
$2.34K - $2.75K
|
6.28K
$1.13M
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-28- 0.52% |
$2.62K - $3.08K
|
5.38K
$971K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-28- 0.9% |
$2.62K - $3.08K
|
3.07K
$554K
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-28- 18.3% |
$2.62K - $3.08K
|
125
$22.6K
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-28- 0.05% |
$2.62K - $3.08K
|
53.9K
$9.74M
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-28- 0.65% |
$2.62K - $3.08K
|
4.25K
$767K
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-28- 0.05% |
$2.62K - $3.08K
|
53.9K
$9.74M
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-29- 0.69% |
$2.71K - $3.19K
|
4.15K
$750K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-30- 2.89% |
$2.81K - $3.3K
|
1.01K
$182K
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-31- 0.05% |
$2.9K - $3.41K
|
65.9K
$11.9M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-31- 1.02% |
$2.9K - $3.41K
|
3.02K
$545K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-33- 1.51% |
$3.09K - $3.63K
|
2.15K
$388K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-34- 21.12% |
$3.18K - $3.73K
|
127
$22.9K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 0.43% |
$3.18K - $3.73K
|
7.97K
$1.44M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-34- 3.88% |
$3.18K - $3.73K
|
843
$152K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-36- 1.67% |
$3.37K - $3.95K
|
2.12K
$383K
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-37- 0.28% |
$3.46K - $4.06K
|
13.3K
$2.4M
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-37- 0.9% |
$3.46K - $4.06K
|
4.07K
$735K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-37- 23.27% |
$3.46K - $4.06K
|
122
$22K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-37- 3.67% |
$3.46K - $4.06K
|
972
$176K
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.94% |
$3.46K - $4.06K
|
3.92K
$708K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-37- 0.38% |
$3.46K - $4.06K
|
9.61K
$1.73M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-37- 0.91% |
$3.46K - $4.06K
|
4.05K
$731K
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-37- 0.44% |
$3.46K - $4.06K
|
8.46K
$1.53M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-38- 0.92% |
$3.56K - $4.17K
|
4.09K
$738K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-39- 1.52% |
$3.65K - $4.28K
|
2.53K
$457K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-39- 1.09% |
$3.65K - $4.28K
|
3.55K
$642K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-40- 59.7% |
$3.74K - $4.39K
|
27
$4.88K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-41- 1.33% |
$3.84K - $4.5K
|
3.04K
$549K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-42- 2.35% |
$3.93K - $4.61K
|
1.75K
$316K
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-42- 1.67% |
$3.93K - $4.61K
|
2.48K
$447K
|