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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
196+ 3.24% |
$20.8K - $25.2K
|
6.25K
$1.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
196New |
$20.8K - $25.2K
|
196
$33.1K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
196+ 9.52% |
$20.8K - $25.2K
|
2.25K
$380K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
195+ 4.52% |
$20.7K - $25K
|
4.51K
$761K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
192+ 2.92% |
$20.4K - $24.6K
|
6.78K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
189+ 1.77% |
$20K - $24.3K
|
10.9K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
188+ 76.42% |
$19.9K - $24.1K
|
434
$73.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
188+ 1.69% |
$19.9K - $24.1K
|
11.3K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
188+ 74.02% |
$19.9K - $24.1K
|
442
$74.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
185+ 3.34% |
$19.6K - $23.7K
|
5.72K
$965K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
185+ 2.46% |
$19.6K - $23.7K
|
7.71K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
184+ 968.42% |
$19.5K - $23.6K
|
203
$34.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
183+ 2.6% |
$19.4K - $23.5K
|
7.22K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
182+ 1.63% |
$19.3K - $23.4K
|
11.3K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
180+ 1.24% |
$19.1K - $23.1K
|
14.6K
$2.47M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
178+ 7.05% |
$18.9K - $22.8K
|
2.7K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
171+ 3.62% |
$18.1K - $21.9K
|
4.9K
$825K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
169+ 5.47% |
$17.9K - $21.7K
|
3.26K
$550K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
168+ 0.31% |
$17.8K - $21.6K
|
53.8K
$9.08M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
168+ 2.47% |
$17.8K - $21.6K
|
6.98K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
168+ 4.33% |
$17.8K - $21.6K
|
4.05K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
165+ 2.67% |
$17.5K - $21.2K
|
6.35K
$1.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
164+ 8.75% |
$17.4K - $21K
|
2.04K
$344K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 2.59% |
$17.1K - $20.7K
|
6.38K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
159+ 2.71% |
$16.9K - $20.4K
|
6.02K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
159+ 2.22% |
$16.9K - $20.4K
|
7.33K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
159+ 3.75% |
$16.9K - $20.4K
|
4.4K
$742K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
155+ 0.23% |
$16.4K - $19.9K
|
68.3K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
154+ 20.73% |
$16.3K - $19.8K
|
897
$151K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
150+ 0.73% |
$15.9K - $19.2K
|
20.6K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
149New |
$15.8K - $19.1K
|
149
$25.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
147+ 0.75% |
$15.6K - $18.9K
|
19.8K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
145New |
$15.4K - $18.6K
|
145
$24.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
143+ 6.13% |
$15.2K - $18.3K
|
2.48K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
143+ 1.95% |
$15.2K - $18.3K
|
7.48K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
141+ 3.42% |
$15K - $18.1K
|
4.27K
$720K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
141+ 9.6% |
$15K - $18.1K
|
1.61K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
141+ 4.65% |
$15K - $18.1K
|
3.18K
$535K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
140+ 1.98% |
$14.9K - $18K
|
7.21K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
138+ 7.12% |
$14.6K - $17.7K
|
2.08K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
137+ 5.0% |
$14.5K - $17.6K
|
2.88K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
136New |
$14.4K - $17.5K
|
136
$22.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
134+ 2.56% |
$14.2K - $17.2K
|
5.37K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
132+ 1.28% |
$14K - $16.9K
|
10.5K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
131+ 0.84% |
$13.9K - $16.8K
|
15.7K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
131+ 24.35% |
$13.9K - $16.8K
|
669
$113K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 342.11% |
$13.8K - $16.7K
|
168
$28.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
129+ 5.47% |
$13.7K - $16.6K
|
2.49K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
129New |
$13.7K - $16.6K
|
129
$21.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
128+ 4.05% |
$13.6K - $16.4K
|
3.29K
$555K
|