Purchases and Sales Made in Q4 2024 in Emcor Group, Inc. (EME)
This table provides information about the institutional ownership of Emcor Group, Inc. (EME) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
30New |
$12.8K - $15.8K
|
30
$13.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 4.13% |
$11.1K - $13.7K
|
656
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 14.37% |
$10.7K - $13.2K
|
199
$91.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
24New |
$10.3K - $12.6K
|
24
$11.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22+ 146.67% |
$9.42K - $11.6K
|
37
$17.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
21+ 1.86% |
$8.99K - $11.1K
|
1.15K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
21New |
$8.99K - $11.1K
|
21
$9.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
20+ 5.0% |
$8.56K - $10.5K
|
420
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 2.5% |
$8.13K - $10K
|
778
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$6.85K - $8.43K
|
16
$7.39K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
13New |
$5.56K - $6.85K
|
13
$6K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
13+ 1.39% |
$5.56K - $6.85K
|
946
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11New |
$4.71K - $5.8K
|
11
$5.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
11+ 8.53% |
$4.71K - $5.8K
|
140
$64.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.63% |
$4.71K - $5.8K
|
1.77K
$817K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
8New |
$3.42K - $4.22K
|
8
$3.69K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.7% |
$3.42K - $4.22K
|
1.15K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
8New |
$3.42K - $4.22K
|
8
$3.69K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7+ 1.07% |
$3K - $3.69K
|
660
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7New |
$3K - $3.69K
|
7
$3.23K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7+ 1.03% |
$3K - $3.69K
|
688
$318K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 3.89% |
$3K - $3.69K
|
187
$86.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7+ 0.16% |
$3K - $3.69K
|
4.5K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.14% |
$2.57K - $3.16K
|
4.44K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5+ 0.83% |
$2.14K - $2.63K
|
609
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
5+ 0.32% |
$2.14K - $2.63K
|
1.59K
$732K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
5+ 7.14% |
$2.14K - $2.63K
|
75
$34.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 44.44% |
$1.71K - $2.11K
|
13
$6K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4New |
$1.71K - $2.11K
|
4
$1.85K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.63% |
$1.71K - $2.11K
|
641
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$1.71K - $2.11K
|
4
$1.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$1.28K - $1.58K
|
3
$1.39K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 4.48% |
$1.28K - $1.58K
|
70
$32.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$856 - $1.05K
|
2
$924
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$428 - $527
|
13
$6K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1+ 0.14% |
$428 - $527
|
734
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.11% |
$428 - $527
|
950
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$428 - $527
|
975
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 10.0% |
$428 - $527
|
9
$4.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 2.63% |
$856 - $1.05K
|
74
$34.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 2.94% |
$1.28K - $1.58K
|
99
$45.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3- 0.08% |
$1.28K - $1.58K
|
3.96K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-4- 0.61% |
$1.71K - $2.11K
|
657
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-4- 4.04% |
$1.71K - $2.11K
|
95
$43.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.05% |
$2.14K - $2.63K
|
9.77K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 2.13% |
$2.14K - $2.63K
|
230
$106K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-5- 0.65% |
$2.14K - $2.63K
|
760
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 9.26% |
$2.14K - $2.63K
|
49
$22.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-6- 7.89% |
$2.57K - $3.16K
|
70
$32.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.63% |
$2.57K - $3.16K
|
940
$434K
|