Purchases and Sales Made in Q4 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q4 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 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
307New |
$32.6K - $39.4K
|
307
$51.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
302+ 15.1% |
$32K - $38.8K
|
2.3K
$388K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
302+ 5.69% |
$32K - $38.8K
|
5.61K
$946K
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 9.09% |
$31.8K - $38.5K
|
3.6K
$607K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
300+ 5.08% |
$31.8K - $38.5K
|
6.21K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 0.49% |
$31.8K - $38.5K
|
60.9K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
290+ 100.0% |
$30.8K - $37.2K
|
580
$97.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
286+ 16.09% |
$30.3K - $36.7K
|
2.06K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
286New |
$30.3K - $36.7K
|
286
$48.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
279+ 14.21% |
$29.6K - $35.8K
|
2.24K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
277+ 14.99% |
$29.4K - $35.5K
|
2.13K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
273+ 151.67% |
$29K - $35K
|
453
$76.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
271+ 4.46% |
$28.7K - $34.8K
|
6.35K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
261+ 2.36% |
$27.7K - $33.5K
|
11.3K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
261+ 13.47% |
$27.7K - $33.5K
|
2.2K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
259+ 6.66% |
$27.5K - $33.2K
|
4.15K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
258+ 7.12% |
$27.4K - $33.1K
|
3.88K
$655K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
257+ 5.48% |
$27.3K - $33K
|
4.95K
$835K
|
|
|
Feb 08, 2024
Q4 2023
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
253+ 1.79% |
$26.8K - $32.5K
|
14.4K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
252+ 1.64% |
$26.7K - $32.3K
|
15.6K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
252+ 2.27% |
$26.7K - $32.3K
|
11.3K
$1.91M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
252New |
$26.7K - $32.3K
|
252
$42.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
251New |
$26.6K - $32.2K
|
251
$42.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
250+ 5.98% |
$26.5K - $32.1K
|
4.43K
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
249+ 3.08% |
$26.4K - $32K
|
8.33K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
248+ 0.76% |
$26.3K - $31.8K
|
32.9K
$5.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
248+ 10.28% |
$26.3K - $31.8K
|
2.66K
$449K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
247+ 13.99% |
$26.2K - $31.7K
|
2.01K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
246+ 2.23% |
$26.1K - $31.6K
|
11.3K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
244+ 6.77% |
$25.9K - $31.3K
|
3.85K
$649K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
239+ 9.3% |
$25.4K - $30.7K
|
2.81K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
233+ 5.04% |
$24.7K - $29.9K
|
4.85K
$819K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
229+ 12.31% |
$24.3K - $29.4K
|
2.09K
$352K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
224New |
$23.8K - $28.7K
|
224
$37.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
220+ 1.49% |
$23.3K - $28.2K
|
15K
$2.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
220+ 0.77% |
$23.3K - $28.2K
|
28.9K
$4.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
218+ 12.23% |
$23.1K - $28K
|
2K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
213+ 0.71% |
$22.6K - $27.3K
|
30.2K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
213+ 3.05% |
$22.6K - $27.3K
|
7.19K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
212New |
$22.5K - $27.2K
|
212
$35.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
210+ 6.5% |
$22.3K - $26.9K
|
3.44K
$580K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
208+ 9.36% |
$22.1K - $26.7K
|
2.43K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
208New |
$22.1K - $26.7K
|
208
$35.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
208New |
$22.1K - $26.7K
|
208
$35.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
206+ 6.43% |
$21.9K - $26.4K
|
3.41K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205+ 0.22% |
$21.7K - $26.3K
|
94K
$15.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
201+ 7.19% |
$21.3K - $25.8K
|
3K
$505K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 3.81% |
$21.2K - $25.7K
|
5.45K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 11.26% |
$21.2K - $25.7K
|
1.98K
$333K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
196+ 9.52% |
$20.8K - $25.2K
|
2.25K
$380K
|