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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-44- 1.54% |
$4.67K - $5.65K
|
2.82K
$483K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-45- 1.12% |
$4.77K - $5.77K
|
3.99K
$683K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-45- 0.75% |
$4.77K - $5.77K
|
5.93K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-46- 3.79% |
$4.88K - $5.9K
|
1.17K
$200K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-46- 0.64% |
$4.88K - $5.9K
|
7.13K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47- 0.57% |
$4.99K - $6.03K
|
8.26K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-49- 1.07% |
$5.2K - $6.29K
|
4.55K
$779K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-49- 0.79% |
$5.2K - $6.29K
|
6.15K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-50- 0.49% |
$5.3K - $6.42K
|
10.2K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-50- 2.05% |
$5.3K - $6.42K
|
2.39K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 1.61% |
$5.3K - $6.42K
|
3.06K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-50- 1.25% |
$5.3K - $6.42K
|
3.95K
$677K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 0.36% |
$5.3K - $6.42K
|
13.7K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 2.57% |
$5.3K - $6.42K
|
1.9K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-52- 2.43% |
$5.52K - $6.67K
|
2.09K
$358K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-52- 2.43% |
$5.52K - $6.67K
|
2.09K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-54- 1.54% |
$5.73K - $6.93K
|
3.45K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-55- 1.12% |
$5.83K - $7.06K
|
4.85K
$830K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-56- 11.84% |
$5.94K - $7.19K
|
417
$71.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-56- 0.65% |
$5.94K - $7.19K
|
8.53K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-57- 2.81% |
$6.05K - $7.31K
|
1.97K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-58- 0.5% |
$6.15K - $7.44K
|
11.6K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-58- 4.52% |
$6.15K - $7.44K
|
1.23K
$210K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-58- 1.71% |
$6.15K - $7.44K
|
3.33K
$571K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-59- 2.04% |
$6.26K - $7.57K
|
2.84K
$486K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-59- 0.96% |
$6.26K - $7.57K
|
6.06K
$1.04M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-61- 80.26% |
$6.47K - $7.83K
|
15
$2.57K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-61- 13.99% |
$6.47K - $7.83K
|
375
$64.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-62- 2.1% |
$6.58K - $7.96K
|
2.9K
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-62- 1.88% |
$6.58K - $7.96K
|
3.24K
$555K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-62- 53.45% |
$6.58K - $7.96K
|
54
$9.25K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-63- 1.93% |
$6.68K - $8.08K
|
3.21K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63- 38.41% |
$6.68K - $8.08K
|
101
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-64- 0.82% |
$6.79K - $8.21K
|
7.71K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-65- 3.17% |
$6.9K - $8.34K
|
1.98K
$340K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-65- 2.58% |
$6.9K - $8.34K
|
2.45K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-68- 1.73% |
$7.21K - $8.73K
|
3.86K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-69- 1.77% |
$7.32K - $8.85K
|
3.82K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-69- 0.15% |
$7.32K - $8.85K
|
46.1K
$7.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-70- 1.74% |
$7.43K - $8.98K
|
3.96K
$679K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-71- 0.38% |
$7.53K - $9.11K
|
18.7K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-74- 2.01% |
$7.85K - $9.5K
|
3.6K
$616K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-75- 1.67% |
$7.96K - $9.62K
|
4.42K
$757K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-75- 1.36% |
$7.96K - $9.62K
|
5.44K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-75- 1.79% |
$7.96K - $9.62K
|
4.12K
$706K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-77- 2.7% |
$8.17K - $9.88K
|
2.77K
$474K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-78- 0.18% |
$8.27K - $10K
|
43.7K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-79- 0.74% |
$8.38K - $10.1K
|
10.6K
$1.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-80- 0.17% |
$8.49K - $10.3K
|
47.8K
$8.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-81- 1.05% |
$8.59K - $10.4K
|
7.67K
$1.31M
|