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 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.03KNew |
$190K - $223K
|
2.03K
$413K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.02K+ 85.65% |
$189K - $222K
|
4.39K
$893K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.02K+ 6.14% |
$189K - $222K
|
34.9K
$7.11M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.02K+ 2.22% |
$189K - $221K
|
92.8K
$18.9M
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
2.01K+ 31.33% |
$188K - $221K
|
8.43K
$1.72M
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$188K - $220K
|
2.01K
$408K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.01KNew |
$188K - $220K
|
2.01K
$408K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2KNew |
$187K - $220K
|
2K
$407K
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$187K - $220K
|
2K
$407K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$187K - $219K
|
2K
$407K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.99KNew |
$187K - $219K
|
1.99K
$406K
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1.99KNew |
$186K - $219K
|
1.99K
$405K
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
1.99KNew |
$186K - $219K
|
1.99K
$405K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.99KNew |
$186K - $218K
|
1.99K
$404K
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.98KNew |
$185K - $217K
|
1.98K
$402K
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.97KNew |
$185K - $217K
|
1.97K
$402K
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.97KNew |
$184K - $216K
|
1.97K
$401K
|
|
Aug 02, 2023
Q2 2023
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
1.96KNew |
$184K - $216K
|
1.96K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.96KNew |
$184K - $216K
|
1.96K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.95KNew |
$183K - $215K
|
1.95K
$398K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.94KNew |
$181K - $213K
|
1.94K
$395K
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.94KNew |
$181K - $213K
|
1.94K
$395K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.93KNew |
$181K - $212K
|
1.93K
$394K
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
1.92KNew |
$180K - $211K
|
1.92K
$391K
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.91KNew |
$179K - $210K
|
1.91K
$389K
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.91KNew |
$179K - $210K
|
1.91K
$388K
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
1.91KNew |
$178K - $209K
|
1.91K
$388K
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.9KNew |
$177K - $208K
|
1.9K
$386K
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
1.89KNew |
$177K - $208K
|
1.89K
$385K
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.89KNew |
$176K - $207K
|
1.89K
$384K
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.88KNew |
$176K - $207K
|
1.88K
$383K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.88KNew |
$176K - $207K
|
1.88K
$383K
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.88KNew |
$176K - $206K
|
1.88K
$383K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.88K+ 3.46% |
$176K - $206K
|
56.2K
$11.4M
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.88KNew |
$176K - $206K
|
1.88K
$382K
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
1.88KNew |
$176K - $206K
|
1.88K
$382K
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.87KNew |
$175K - $205K
|
1.87K
$380K
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.86KNew |
$174K - $205K
|
1.86K
$379K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.85KNew |
$173K - $203K
|
1.85K
$376K
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.85KNew |
$173K - $203K
|
1.85K
$376K
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.85KNew |
$173K - $203K
|
1.85K
$376K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.84KNew |
$173K - $202K
|
1.84K
$375K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.84KNew |
$172K - $202K
|
1.84K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.84KNew |
$172K - $202K
|
1.84K
$374K
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.84KNew |
$172K - $202K
|
1.84K
$374K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.84K+ 0.92% |
$172K - $202K
|
202K
$41.1M
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$372K
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$372K
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$372K
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$372K
|