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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.86KNew |
$268K - $315K
|
2.86K
$519K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.84K+ 10.06% |
$265K - $311K
|
31K
$5.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$262K - $307K
|
2.8K
$506K
|
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
2.76KNew |
$259K - $304K
|
2.76K
$501K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.75K+ 1.82% |
$257K - $302K
|
153K
$27.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.73KNew |
$256K - $300K
|
2.73K
$495K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.72K+ 62.38% |
$255K - $299K
|
7.09K
$1.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.63K+ 38.32% |
$247K - $289K
|
9.51K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.63K+ 3.27% |
$246K - $289K
|
83K
$15M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.63K+ 600.69% |
$246K - $288K
|
3.06K
$555K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 1.68% |
$240K - $282K
|
156K
$28.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.54KNew |
$238K - $279K
|
2.54K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.47K+ 2.24% |
$232K - $272K
|
113K
$20.5M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.47K+ 2.24% |
$232K - $272K
|
113K
$20.5M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.46K+ 7.03% |
$230K - $270K
|
37.4K
$6.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.45K+ 21.74% |
$229K - $269K
|
13.7K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.43K+ 97.98% |
$228K - $267K
|
4.91K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.42K+ 9.6% |
$226K - $266K
|
27.6K
$5M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.41KNew |
$225K - $265K
|
2.41K
$436K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.4KNew |
$225K - $264K
|
2.4K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.4KNew |
$225K - $264K
|
2.4K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.38KNew |
$222K - $261K
|
2.38K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.37K+ 10.18% |
$222K - $261K
|
25.7K
$4.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.35K+ 6.27% |
$219K - $258K
|
39.8K
$7.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
$219K - $257K
|
2.34K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.31K+ 6.65% |
$216K - $254K
|
37K
$6.71M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.3K+ 4.55% |
$215K - $253K
|
52.9K
$9.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.25KNew |
$211K - $247K
|
2.25K
$408K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.24K+ 9.42% |
$210K - $246K
|
26K
$4.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.24KNew |
$209K - $246K
|
2.24K
$405K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$209K - $245K
|
2.23K
$404K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.21KNew |
$207K - $243K
|
2.21K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.21KNew |
$207K - $243K
|
2.21K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.2KNew |
$206K - $241K
|
2.2K
$398K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.18KNew |
$204K - $240K
|
2.18K
$395K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.17KNew |
$203K - $238K
|
2.17K
$393K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.13KNew |
$200K - $234K
|
2.13K
$386K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.13K+ 11.99% |
$199K - $233K
|
19.9K
$3.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.12KNew |
$199K - $233K
|
2.12K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.12KNew |
$198K - $233K
|
2.12K
$384K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$198K - $232K
|
2.12K
$383K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.11KNew |
$197K - $232K
|
2.11K
$382K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
2.08KNew |
$195K - $229K
|
2.08K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.08KNew |
$195K - $229K
|
2.08K
$377K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.05KNew |
$192K - $225K
|
2.05K
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$192K - $225K
|
2.05K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.05KNew |
$192K - $225K
|
2.05K
$371K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.04KNew |
$191K - $225K
|
2.04K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.04KNew |
$191K - $224K
|
2.04K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.03KNew |
$190K - $223K
|
2.03K
$368K
|