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 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$457K
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$457K
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.83KNew |
$171K - $201K
|
1.83K
$457K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.82KNew |
$171K - $200K
|
1.82K
$456K
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.82KNew |
$170K - $200K
|
1.82K
$456K
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.82KNew |
$170K - $200K
|
1.82K
$455K
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.8KNew |
$168K - $198K
|
1.8K
$451K
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.79K+ 43.13% |
$167K - $196K
|
5.92K
$1.48M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.78K+ 7.82% |
$167K - $196K
|
24.6K
$6.16M
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.77K+ 36.96% |
$166K - $194K
|
6.56K
$1.64M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.77K+ 18.36% |
$166K - $194K
|
11.4K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.77KNew |
$165K - $194K
|
1.77K
$442K
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.75K+ 2.68% |
$164K - $193K
|
67.2K
$16.8M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.75K+ 49.96% |
$163K - $192K
|
5.24K
$1.31M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.73K+ 2.06% |
$162K - $190K
|
85.6K
$21.4M
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.72K+ 1.65% |
$161K - $189K
|
106K
$26.5M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.71K+ 28.19% |
$160K - $188K
|
7.79K
$1.95M
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.71K+ 37.24% |
$160K - $188K
|
6.3K
$1.58M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.7K+ 20.54% |
$159K - $187K
|
9.97K
$2.5M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 27.86% |
$159K - $186K
|
7.78K
$1.95M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.69K+ 745.58% |
$158K - $185K
|
1.91K
$478K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.67K+ 41825.0% |
$157K - $184K
|
1.68K
$420K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 29.56% |
$156K - $184K
|
7.32K
$1.83M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67K+ 1.52% |
$156K - $183K
|
111K
$27.8M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
1.64K+ 3.43% |
$154K - $180K
|
49.5K
$12.4M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.63K+ 187.92% |
$153K - $179K
|
2.5K
$626K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.6K+ 37.95% |
$150K - $176K
|
5.82K
$1.46M
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.56KNew |
$146K - $171K
|
1.56K
$390K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.55KNew |
$145K - $170K
|
1.55K
$388K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.55K+ 6.26% |
$145K - $170K
|
26.2K
$6.57M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.52K+ 33.52% |
$142K - $167K
|
6.05K
$1.51M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.52K+ 54.57% |
$142K - $167K
|
4.3K
$1.08M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.51K+ 16.53% |
$141K - $165K
|
10.6K
$2.66M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.47K+ 22.0% |
$138K - $162K
|
8.16K
$2.04M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.44K+ 23.49% |
$135K - $158K
|
7.57K
$1.89M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.44K+ 23.49% |
$135K - $158K
|
7.57K
$1.89M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.44K+ 18.27% |
$134K - $158K
|
9.3K
$2.33M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.43K+ 1.66% |
$134K - $157K
|
87.6K
$21.9M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.43K+ 10.38% |
$133K - $157K
|
15.2K
$3.79M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 2.55% |
$131K - $153K
|
56.2K
$14.1M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.39K+ 6.39% |
$130K - $152K
|
23.1K
$5.78M
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.37K+ 21.32% |
$128K - $150K
|
7.8K
$1.95M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.37K+ 7.13% |
$128K - $150K
|
20.6K
$5.15M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.36K+ 8.38% |
$128K - $150K
|
17.6K
$4.41M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 6.74% |
$127K - $149K
|
21.5K
$5.38M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.31K+ 0.57% |
$122K - $143K
|
228K
$57.2M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.3K+ 48.17% |
$122K - $143K
|
4.01K
$1M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.29K+ 13.1% |
$120K - $141K
|
11.1K
$2.78M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.28K+ 12.24% |
$120K - $140K
|
11.7K
$2.93M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.25K+ 200.32% |
$117K - $137K
|
1.87K
$468K
|