Purchases and Sales Made in Q3 2023 in Emcor Group, Inc. (EME)
This table provides information about the institutional ownership of Emcor Group, Inc. (EME) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$9.13K - $11.3K
|
50
$23.4K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 30.87% |
$8.4K - $10.4K
|
195
$91.1K
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
40New |
$7.31K - $9.04K
|
40
$18.7K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 5.87% |
$6.94K - $8.59K
|
685
$320K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
38+ 3.14% |
$6.94K - $8.59K
|
1.25K
$584K
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
36+ 1.11% |
$6.58K - $8.14K
|
3.27K
$1.53M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
35New |
$6.39K - $7.91K
|
35
$16.3K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
35+ 30.43% |
$6.39K - $7.91K
|
150
$70.1K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32New |
$5.84K - $7.23K
|
32
$14.9K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
20+ 1.19% |
$3.65K - $4.52K
|
1.7K
$795K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
20+ 1.36% |
$3.65K - $4.52K
|
1.49K
$695K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 4.58% |
$3.29K - $4.07K
|
411
$192K
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16+ 0.27% |
$2.92K - $3.62K
|
6K
$2.8M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.23% |
$2.56K - $3.16K
|
6.05K
$2.83M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
13+ 0.87% |
$2.37K - $2.94K
|
1.51K
$704K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 21.31% |
$2.37K - $2.94K
|
74
$34.6K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 4.64% |
$2.37K - $2.94K
|
293
$137K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$2.19K - $2.71K
|
12
$5.6K
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
12+ 0.49% |
$2.19K - $2.71K
|
2.45K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Eulav Asset Management
|
BUY
|
- |
11+ 0.03% |
$2.01K - $2.49K
|
42.6K
$19.9M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11New |
$2.01K - $2.49K
|
11
$5.14K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11New |
$2.01K - $2.49K
|
11
$5.14K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 6.99% |
$1.83K - $2.26K
|
153
$71.5K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9+ 0.49% |
$1.64K - $2.03K
|
1.86K
$869K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 46.67% |
$1.28K - $1.58K
|
22
$10.3K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7New |
$1.28K - $1.58K
|
7
$3.27K
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
7+ 0.23% |
$1.28K - $1.58K
|
3.06K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$1.1K - $1.36K
|
6
$2.8K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.18% |
$1.1K - $1.36K
|
3.39K
$1.58M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 3.33% |
$548 - $678
|
93
$43.4K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2+ 0.17% |
$365 - $452
|
1.18K
$552K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$183 - $226
|
607
$283K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.17% |
$183 - $226
|
607
$283K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1New |
$183 - $226
|
1
$467
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1+ 0.05% |
$183 - $226
|
1.98K
$923K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 33.33% |
$183 - $226
|
4
$1.87K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1New |
$183 - $226
|
1
$467
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.1% |
$183 - $226
|
967
$452K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 2.11% |
$365 - $452
|
93
$43.4K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 9.52% |
$365 - $452
|
19
$8.87K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 33.33% |
$548 - $678
|
6
$2.8K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.71% |
$548 - $678
|
422
$197K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-3- 1.74% |
$548 - $678
|
169
$78.9K
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-4- 0.19% |
$731 - $904
|
2.07K
$967K
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-4- 0.15% |
$731 - $904
|
2.7K
$1.26M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 2.44% |
$913 - $1.13K
|
200
$93.4K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 1.38% |
$1.46K - $1.81K
|
573
$268K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8Closed |
$1.46K - $1.81K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10- 0.73% |
$1.83K - $2.26K
|
1.35K
$631K
|