Purchases and Sales Made in Q1 2025 in Emcor Group, Inc. (EME)
This table provides information about the institutional ownership of Emcor Group, Inc. (EME) during Q1 2025. The information is specifically focused on institutions that hold shares of EMCOR Group, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$361 - $536
|
1
$546
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$361 - $536
|
1
$546
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.69% |
$361 - $536
|
12
$6.56K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 1.85% |
$361 - $536
|
53
$29K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 50.0% |
$361 - $536
|
1
$546
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2- 0.29% |
$722 - $1.07K
|
697
$381K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2- 40.0% |
$722 - $1.07K
|
3
$1.64K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3- 0.42% |
$1.08K - $1.61K
|
709
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3- 0.32% |
$1.08K - $1.61K
|
937
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 1.03% |
$1.08K - $1.61K
|
288
$157K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-4- 0.06% |
$1.44K - $2.14K
|
6.98K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-4- 44.44% |
$1.44K - $2.14K
|
5
$2.73K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-4- 0.35% |
$1.44K - $2.14K
|
1.14K
$620K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.65% |
$1.44K - $2.14K
|
613
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-5- 0.28% |
$1.81K - $2.68K
|
1.8K
$985K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5- 0.53% |
$1.81K - $2.68K
|
945
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6- 0.29% |
$2.17K - $3.22K
|
2.07K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 2.36% |
$2.17K - $3.22K
|
248
$135K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6- 0.22% |
$2.17K - $3.22K
|
2.67K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-7- 1.04% |
$2.53K - $3.75K
|
665
$363K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-7- 53.85% |
$2.53K - $3.75K
|
6
$3.28K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7- 1.02% |
$2.53K - $3.75K
|
681
$372K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8- 1.3% |
$2.89K - $4.29K
|
609
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 6.4% |
$2.89K - $4.29K
|
117
$63.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 0.99% |
$3.25K - $4.82K
|
896
$489K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10- 1.52% |
$3.61K - $5.36K
|
650
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-10- 1.06% |
$3.61K - $5.36K
|
936
$511K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-11- 18.33% |
$3.97K - $5.9K
|
49
$26.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-11- 0.4% |
$3.97K - $5.9K
|
2.75K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-11- 0.19% |
$3.97K - $5.9K
|
5.83K
$3.18M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-11- 1.81% |
$3.97K - $5.9K
|
598
$327K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 1.77% |
$4.7K - $6.97K
|
721
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$4.7K - $6.97K
|
27.8K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-13- 0.29% |
$4.7K - $6.97K
|
4.49K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14- 2.46% |
$5.06K - $7.5K
|
554
$303K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 5.6% |
$5.06K - $7.5K
|
236
$129K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-15- 1.62% |
$5.42K - $8.04K
|
910
$497K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-15- 1.46% |
$5.42K - $8.04K
|
1.01K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16- 2.34% |
$5.78K - $8.58K
|
669
$365K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-16- 1.4% |
$5.78K - $8.58K
|
1.12K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-18- 0.85% |
$6.5K - $9.65K
|
2.09K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-18- 2.21% |
$6.5K - $9.65K
|
795
$434K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19- 3.38% |
$6.86K - $10.2K
|
543
$297K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-21- 1.18% |
$7.58K - $11.3K
|
1.76K
$963K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-23- 2.31% |
$8.31K - $12.3K
|
971
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-23- 21.9% |
$8.31K - $12.3K
|
82
$44.8K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 20.18% |
$8.31K - $12.3K
|
91
$49.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-25- 33.33% |
$9.03K - $13.4K
|
50
$27.3K
|