Latest Institutional Transactions on Emerson Electric CO (EMR)
This table provides information on the latest institutional transactions involving Emerson Electric CO (EMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.09K- 50.35% |
$184K - $209K
|
2.06K
$268K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180New |
$15.9K - $18K
|
180
$23.4K
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-35- 1.2% |
$3.09K - $3.5K
|
2.88K
$374K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
112New |
$9.88K - $11.2K
|
112
$14.6K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-100- 22.78% |
$8.82K - $10K
|
339
$44.1K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
11+ 0.11% |
$971 - $1.1K
|
10.2K
$1.32M
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-775- 16.45% |
$68.4K - $77.6K
|
3.94K
$512K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.01K+ 7.74% |
$177K - $201K
|
27.9K
$3.63M
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.4KNew |
$388K - $441K
|
4.4K
$572K
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.55KNew |
$225K - $255K
|
2.55K
$332K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
32+ 0.65% |
$2.82K - $3.2K
|
4.93K
$642K
|
|
Oct 25, 2023
Q3 2023
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-200- 40.0% |
$17.6K - $20K
|
300
$39K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
226New |
$19.9K - $22.6K
|
226
$29.4K
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.16KNew |
$191K - $216K
|
2.16K
$281K
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-400- 43.24% |
$35.3K - $40K
|
525
$68.3K
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-300- 6.21% |
$26.5K - $30K
|
4.53K
$590K
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.84KNew |
$338K - $384K
|
3.84K
$499K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
176+ 5.0% |
$15.5K - $17.6K
|
3.7K
$481K
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-249- 70.34% |
$22K - $24.9K
|
105
$13.7K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.52K- 2.24% |
$134K - $152K
|
66.3K
$8.63M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
91New |
$8.03K - $9.11K
|
91
$11.8K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-759- 9.79% |
$67K - $76K
|
6.99K
$909K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 25.21% |
$121K - $137K
|
4.07K
$529K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-155- 23.38% |
$13.7K - $15.5K
|
508
$66.1K
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-108- 2.97% |
$9.53K - $10.8K
|
3.52K
$458K
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
105New |
$9.27K - $10.5K
|
105
$13.7K
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.33K- 38.34% |
$117K - $133K
|
2.14K
$278K
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
95K+ 39.24% |
$8.38M - $9.51M
|
337K
$43.8M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
290+ 0.73% |
$25.6K - $29K
|
40.3K
$5.24M
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-121- 1.98% |
$10.7K - $12.1K
|
5.98K
$777K
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
2.1KNew |
$185K - $210K
|
2.1K
$273K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.59KNew |
$317K - $360K
|
3.59K
$467K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
99New |
$8.74K - $9.91K
|
99
$12.9K
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
2.2KNew |
$194K - $220K
|
2.2K
$286K
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.77KNew |
$244K - $277K
|
2.77K
$360K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1KNew |
$88.2K - $100K
|
1K
$130K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
51New |
$4.5K - $5.11K
|
51
$6.63K
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.07K+ 2.49% |
$94.5K - $107K
|
44.1K
$5.74M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-160- 16.0% |
$14.1K - $16K
|
840
$109K
|
|
Q2 2023 | |||||||
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.27KNew |
$176K - $205K
|
2.27K
$295K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-11- 0.22% |
$854 - $994
|
5.11K
$664K
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
27.7KNew |
$2.16M - $2.51M
|
27.7K
$3.61M
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-300- 11.76% |
$23.3K - $27.1K
|
2.25K
$293K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-85- 21.04% |
$6.6K - $7.68K
|
319
$41.5K
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.66KClosed |
$284K - $330K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-25K- 49.06% |
$1.94M - $2.26M
|
25.9K
$3.37M
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.53KNew |
$507K - $591K
|
6.53K
$850K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-19.5K- 8.57% |
$1.51M - $1.76M
|
208K
$27M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-54- 4.22% |
$4.19K - $4.88K
|
1.23K
$160K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
170New |
$13.2K - $15.4K
|
170
$22.1K
|