Purchases and Sales Made in Q3 2024 in Emcor Group, Inc. (EME)
This table provides information about the institutional ownership of Emcor Group, Inc. (EME) during Q3 2024. 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 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4+ 0.41% |
$1.36K - $1.74K
|
974
$532K
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4+ 0.36% |
$1.36K - $1.74K
|
1.13K
$617K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$1.36K - $1.74K
|
4
$2.19K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4+ 0.52% |
$1.36K - $1.74K
|
772
$422K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.11% |
$1.02K - $1.31K
|
2.82K
$1.54M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.26% |
$1.02K - $1.31K
|
1.14K
$622K
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3+ 0.46% |
$1.02K - $1.31K
|
656
$358K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.41% |
$1.02K - $1.31K
|
729
$398K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 42.86% |
$1.02K - $1.31K
|
10
$5.46K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2New |
$680 - $871
|
2
$1.09K
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2+ 0.23% |
$680 - $871
|
879
$480K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.17% |
$680 - $871
|
1.15K
$629K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.14% |
$680 - $871
|
1.45K
$794K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2+ 0.31% |
$680 - $871
|
637
$348K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.06% |
$340 - $436
|
1.62K
$887K
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1+ 10.0% |
$340 - $436
|
11
$6.01K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.15% |
$340 - $436
|
655
$358K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.14% |
$340 - $436
|
704
$385K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$340 - $436
|
3
$1.64K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.15% |
$340 - $436
|
681
$372K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 12.5% |
$340 - $436
|
9
$4.92K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.11% |
$340 - $436
|
931
$509K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.15% |
$340 - $436
|
658
$359K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.45% |
$340 - $436
|
225
$123K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.81% |
$340 - $436
|
125
$68.3K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$340 - $436
|
1
$546
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1- 0.13% |
$340 - $436
|
787
$430K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.69% |
$340 - $436
|
12
$6.56K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 25.0% |
$340 - $436
|
3
$1.64K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 5.0% |
$340 - $436
|
19
$10.4K
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1- 0.09% |
$340 - $436
|
1.09K
$597K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 0.55% |
$680 - $871
|
364
$199K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-2- 2.78% |
$680 - $871
|
70
$38.2K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 5.13% |
$680 - $871
|
37
$20.2K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3- 0.32% |
$1.02K - $1.31K
|
938
$512K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 1.37% |
$1.02K - $1.31K
|
216
$118K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.48% |
$1.02K - $1.31K
|
617
$337K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.41% |
$1.36K - $1.74K
|
979
$535K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.5% |
$1.7K - $2.18K
|
995
$544K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.44% |
$1.7K - $2.18K
|
1.12K
$613K
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-6- 2.88% |
$2.04K - $2.61K
|
202
$110K
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-7- 0.23% |
$2.38K - $3.05K
|
3.06K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.27% |
$2.72K - $3.48K
|
2.98K
$1.63M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-10- 1.06% |
$3.4K - $4.36K
|
933
$510K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 2.7% |
$3.4K - $4.36K
|
361
$197K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 10.31% |
$3.4K - $4.36K
|
87
$47.5K
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-13- 2.21% |
$4.42K - $5.66K
|
574
$314K
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-15- 0.22% |
$5.1K - $6.53K
|
6.79K
$3.71M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-16- 51.61% |
$5.44K - $6.97K
|
15
$8.19K
|