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 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
40+ 0.52% |
$4.24K - $5.13K
|
7.77K
$1.28M
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
40+ 0.1% |
$4.24K - $5.13K
|
38.8K
$6.4M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
40+ 1.77% |
$4.24K - $5.13K
|
2.3K
$379K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
39+ 1.12% |
$4.14K - $5K
|
3.53K
$582K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38+ 0.88% |
$4.03K - $4.88K
|
4.38K
$722K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
38+ 1.08% |
$4.03K - $4.88K
|
3.57K
$588K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
37New |
$3.92K - $4.75K
|
37
$6.1K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
37New |
$3.92K - $4.75K
|
37
$6.1K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
37+ 1.32% |
$3.92K - $4.75K
|
2.85K
$469K
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
34+ 0.49% |
$3.61K - $4.36K
|
6.98K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
34New |
$3.61K - $4.36K
|
34
$5.6K
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
31+ 0.12% |
$3.29K - $3.98K
|
26.3K
$4.33M
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
31+ 0.25% |
$3.29K - $3.98K
|
12.5K
$2.06M
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
30+ 1.05% |
$3.18K - $3.85K
|
2.89K
$477K
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30+ 17.24% |
$3.18K - $3.85K
|
204
$33.6K
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
30New |
$3.18K - $3.85K
|
30
$4.94K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 4.29% |
$3.18K - $3.85K
|
729
$120K
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
29+ 0.73% |
$3.08K - $3.72K
|
4.01K
$661K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27+ 0.06% |
$2.86K - $3.46K
|
44.4K
$7.32M
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
27New |
$2.86K - $3.46K
|
27
$4.45K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
26New |
$2.76K - $3.34K
|
26
$4.29K
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
26New |
$2.76K - $3.34K
|
26
$4.29K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 0.38% |
$2.65K - $3.21K
|
6.64K
$1.09M
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
24+ 1.25% |
$2.55K - $3.08K
|
1.94K
$319K
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.27% |
$2.44K - $2.95K
|
8.69K
$1.43M
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22+ 0.06% |
$2.33K - $2.82K
|
36.2K
$5.96M
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
21+ 0.9% |
$2.23K - $2.69K
|
2.36K
$389K
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
20+ 0.5% |
$2.12K - $2.57K
|
4K
$659K
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
20+ 0.59% |
$2.12K - $2.57K
|
3.39K
$558K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19+ 16.67% |
$2.02K - $2.44K
|
133
$21.9K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19+ 11.66% |
$2.02K - $2.44K
|
182
$30K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 0.99% |
$1.91K - $2.31K
|
1.83K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
18New |
$1.91K - $2.31K
|
18
$2.97K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17+ 0.92% |
$1.8K - $2.18K
|
1.86K
$307K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
16+ 0.28% |
$1.7K - $2.05K
|
5.76K
$949K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
16New |
$1.7K - $2.05K
|
16
$2.64K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16New |
$1.7K - $2.05K
|
16
$2.64K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
15+ 0.13% |
$1.59K - $1.92K
|
11.6K
$1.91M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.41% |
$1.59K - $1.92K
|
3.71K
$611K
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
15+ 0.65% |
$1.59K - $1.92K
|
2.33K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13New |
$1.38K - $1.67K
|
13
$2.14K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
12+ 0.28% |
$1.27K - $1.54K
|
4.26K
$702K
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
12+ 0.18% |
$1.27K - $1.54K
|
6.86K
$1.13M
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 1.21% |
$1.27K - $1.54K
|
1K
$165K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
12+ 1.32% |
$1.27K - $1.54K
|
923
$152K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12New |
$1.27K - $1.54K
|
12
$1.98K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 2.05% |
$1.27K - $1.54K
|
597
$98.4K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
12New |
$1.27K - $1.54K
|
12
$1.98K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 1.19% |
$1.27K - $1.54K
|
1.02K
$168K
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
11+ 0.02% |
$1.17K - $1.41K
|
59.9K
$9.88M
|