Purchases and Sales Made in Q3 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q3 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 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
366+ 34.14% |
$39.3K - $42.9K
|
1.44K
$287K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
359+ 16.27% |
$38.5K - $42.1K
|
2.57K
$513K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
350+ 1.74% |
$37.6K - $41K
|
20.4K
$4.08M
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
350+ 18.22% |
$37.6K - $41K
|
2.27K
$454K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
348+ 10.67% |
$37.4K - $40.8K
|
3.61K
$721K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
346+ 6.61% |
$37.2K - $40.5K
|
5.58K
$1.12M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
343+ 6.64% |
$36.8K - $40.2K
|
5.51K
$1.1M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
343+ 35.47% |
$36.8K - $40.2K
|
1.31K
$262K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
340+ 17.25% |
$36.5K - $39.8K
|
2.31K
$462K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
337+ 2.33% |
$36.2K - $39.5K
|
14.8K
$2.96M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
335+ 17.94% |
$36K - $39.2K
|
2.2K
$440K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
334New |
$35.9K - $39.1K
|
334
$66.7K
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
334+ 12.96% |
$35.9K - $39.1K
|
2.91K
$582K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
331New |
$35.5K - $38.8K
|
331
$66.1K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
326+ 4.42% |
$35K - $38.2K
|
7.7K
$1.54M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
318+ 1.81% |
$34.1K - $37.3K
|
17.9K
$3.58M
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
318+ 0.68% |
$34.1K - $37.3K
|
47K
$9.39M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
312+ 0.42% |
$33.5K - $36.6K
|
74.9K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
312New |
$33.5K - $36.6K
|
312
$62.3K
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
312+ 15.79% |
$33.5K - $36.6K
|
2.29K
$457K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
311+ 17.8% |
$33.4K - $36.4K
|
2.06K
$411K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
311+ 54.66% |
$33.4K - $36.4K
|
880
$176K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
311+ 17.8% |
$33.4K - $36.4K
|
2.06K
$411K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
304+ 76.96% |
$32.6K - $35.6K
|
699
$140K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
301+ 8.09% |
$32.3K - $35.3K
|
4.02K
$804K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
301+ 7.87% |
$32.3K - $35.3K
|
4.13K
$824K
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
300+ 15.36% |
$32.2K - $35.1K
|
2.25K
$450K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
297+ 5.74% |
$31.9K - $34.8K
|
5.47K
$1.09M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
293+ 9.16% |
$31.5K - $34.3K
|
3.49K
$698K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
292+ 5.89% |
$31.4K - $34.2K
|
5.25K
$1.05M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
290New |
$31.1K - $34K
|
290
$58K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
285+ 10.08% |
$30.6K - $33.4K
|
3.11K
$622K
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
283+ 1.2% |
$30.4K - $33.2K
|
23.9K
$4.77M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
282+ 1.03% |
$30.3K - $33K
|
27.7K
$5.53M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
280+ 9.6% |
$30.1K - $32.8K
|
3.2K
$639K
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
275+ 9.12% |
$29.5K - $32.2K
|
3.29K
$658K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
272+ 13.19% |
$29.2K - $31.9K
|
2.33K
$466K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
265+ 9.01% |
$28.5K - $31K
|
3.21K
$641K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
265+ 4.49% |
$28.5K - $31K
|
6.17K
$1.23M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
264+ 6.08% |
$28.3K - $30.9K
|
4.6K
$920K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
263+ 6.49% |
$28.2K - $30.8K
|
4.32K
$863K
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
263+ 1.68% |
$28.2K - $30.8K
|
15.9K
$3.18M
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
263+ 2.48% |
$28.2K - $30.8K
|
10.9K
$2.18M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
262+ 281.72% |
$28.1K - $30.7K
|
355
$70.9K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
261+ 2.72% |
$28K - $30.6K
|
9.87K
$1.97M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
259+ 23.87% |
$27.8K - $30.3K
|
1.34K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
255+ 77.27% |
$27.4K - $29.9K
|
585
$117K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
252+ 19.78% |
$27.1K - $29.5K
|
1.53K
$305K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
251+ 0.69% |
$26.9K - $29.4K
|
36.7K
$7.33M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
250+ 6.94% |
$26.8K - $29.3K
|
3.85K
$770K
|