Purchases and Sales Made in Q2 2023 in Emcor Group, Inc. (EME)
This table provides information about the institutional ownership of Emcor Group, Inc. (EME) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26+ 21.14% |
$3.97K - $4.8K
|
149
$61.5K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 7.34% |
$3.97K - $4.8K
|
380
$157K
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
24+ 0.02% |
$3.67K - $4.43K
|
154K
$63.4M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23+ 8.95% |
$3.51K - $4.25K
|
280
$116K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
21New |
$3.21K - $3.88K
|
21
$8.67K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 44.68% |
$3.21K - $3.88K
|
68
$28.1K
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
21+ 0.22% |
$3.21K - $3.88K
|
9.51K
$3.92M
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
20+ 1.12% |
$3.06K - $3.7K
|
1.81K
$746K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17+ 0.37% |
$2.6K - $3.14K
|
4.67K
$1.93M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
15New |
$2.29K - $2.77K
|
15
$6.19K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 36.84% |
$2.14K - $2.59K
|
52
$21.5K
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
12+ 0.58% |
$1.83K - $2.22K
|
2.08K
$857K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.32% |
$1.38K - $1.66K
|
2.79K
$1.15M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$1.22K - $1.48K
|
8
$3.3K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.39% |
$1.07K - $1.29K
|
1.79K
$737K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 5.5% |
$917 - $1.11K
|
115
$47.5K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 0.31% |
$917 - $1.11K
|
1.97K
$814K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$458 - $554
|
3
$1.24K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$458 - $554
|
3
$1.24K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 6.67% |
$153 - $185
|
14
$5.78K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2- 0.15% |
$306 - $370
|
1.36K
$562K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2- 0.11% |
$306 - $370
|
1.85K
$765K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 9.09% |
$306 - $370
|
20
$8.26K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 0.42% |
$306 - $370
|
471
$194K
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 25.0% |
$458 - $554
|
9
$3.72K
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
SELL
|
- |
-3- 11.11% |
$458 - $554
|
24
$9.91K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 17.39% |
$611 - $739
|
19
$7.84K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 17.39% |
$611 - $739
|
19
$7.84K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.93% |
$611 - $739
|
425
$175K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 4.62% |
$917 - $1.11K
|
124
$51.2K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-7- 0.07% |
$1.07K - $1.29K
|
10.6K
$4.36M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8- 0.27% |
$1.22K - $1.48K
|
2.94K
$1.21M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.46% |
$1.38K - $1.66K
|
606
$250K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 1.46% |
$1.38K - $1.66K
|
606
$250K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13- 1.06% |
$1.99K - $2.4K
|
1.21K
$499K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-13- 0.22% |
$1.99K - $2.4K
|
5.81K
$2.4M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14- 8.0% |
$2.14K - $2.59K
|
161
$66.5K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 5.07% |
$3.21K - $3.88K
|
393
$162K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 3.65% |
$3.36K - $4.07K
|
581
$240K
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-23- 0.84% |
$3.51K - $4.25K
|
2.7K
$1.12M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-24- 0.74% |
$3.67K - $4.43K
|
3.2K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-26- 0.12% |
$3.97K - $4.8K
|
22.6K
$9.32M
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-28- 21.54% |
$4.28K - $5.17K
|
102
$42.1K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-30- 2.13% |
$4.58K - $5.54K
|
1.38K
$569K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-39- 3.62% |
$5.96K - $7.21K
|
1.04K
$428K
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-40- 0.57% |
$6.11K - $7.39K
|
6.98K
$2.88M
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-40- 0.53% |
$6.11K - $7.39K
|
7.47K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-42- 34.43% |
$6.42K - $7.76K
|
80
$33K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-49- 13.84% |
$7.49K - $9.05K
|
305
$126K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-68- 1.32% |
$10.4K - $12.6K
|
5.08K
$2.1M
|