Purchases and Sales Made in Q1 2023 in Emerson Electric CO (EMR)
This table provides information about the institutional ownership of Emerson Electric CO (EMR) during Q1 2023. The information is specifically focused on institutions that hold shares of EMERSON ELECTRIC CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102New |
$8.21K - $10K
|
102
$12.4K
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
101+ 0.48% |
$8.13K - $9.92K
|
21K
$2.56M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 2.65% |
$8.05K - $9.82K
|
3.87K
$472K
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
100+ 4.51% |
$8.05K - $9.82K
|
2.32K
$283K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$8.05K - $9.82K
|
100
$12.2K
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
100+ 3.45% |
$8.05K - $9.82K
|
3K
$366K
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
100+ 0.11% |
$8.05K - $9.82K
|
87.6K
$10.7M
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 1.52% |
$8.05K - $9.82K
|
6.7K
$816K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100New |
$8.05K - $9.82K
|
100
$12.2K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
99+ 1.23% |
$7.97K - $9.72K
|
8.14K
$991K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
94+ 2.18% |
$7.57K - $9.23K
|
4.4K
$536K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
93+ 1.33% |
$7.49K - $9.14K
|
7.1K
$865K
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
92+ 2.43% |
$7.41K - $9.04K
|
3.89K
$473K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
91+ 2.82% |
$7.33K - $8.94K
|
3.31K
$404K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91New |
$7.33K - $8.94K
|
91
$11.1K
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.57% |
$7.17K - $8.74K
|
15.6K
$1.9M
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
89+ 0.78% |
$7.17K - $8.74K
|
11.6K
$1.41M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
87+ 2.67% |
$7.01K - $8.55K
|
3.34K
$407K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
82+ 115.49% |
$6.6K - $8.05K
|
153
$18.6K
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
79+ 0.08% |
$6.36K - $7.76K
|
99.7K
$12.1M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
79+ 0.82% |
$6.36K - $7.76K
|
9.66K
$1.18M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
77+ 1.79% |
$6.2K - $7.56K
|
4.38K
$533K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
77+ 0.97% |
$6.2K - $7.56K
|
8.04K
$980K
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
75+ 0.63% |
$6.04K - $7.37K
|
12K
$1.47M
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
73+ 0.37% |
$5.88K - $7.17K
|
19.6K
$2.38M
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
70+ 2.01% |
$5.64K - $6.88K
|
3.56K
$434K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
70+ 0.83% |
$5.64K - $6.88K
|
8.5K
$1.04M
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
68+ 13.28% |
$5.48K - $6.68K
|
580
$70.7K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67+ 22.33% |
$5.4K - $6.58K
|
367
$44.7K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 0.58% |
$5.4K - $6.58K
|
11.6K
$1.41M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
66+ 0.88% |
$5.31K - $6.48K
|
7.55K
$920K
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
66+ 0.47% |
$5.31K - $6.48K
|
14.1K
$1.72M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
65+ 0.46% |
$5.23K - $6.38K
|
14.2K
$1.73M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65+ 1.71% |
$5.23K - $6.38K
|
3.87K
$472K
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
64+ 0.09% |
$5.15K - $6.29K
|
70.5K
$8.59M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
63New |
$5.07K - $6.19K
|
63
$7.68K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
61+ 2.39% |
$4.91K - $5.99K
|
2.61K
$318K
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
60+ 0.32% |
$4.83K - $5.89K
|
18.7K
$2.28M
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
60+ 2.46% |
$4.83K - $5.89K
|
2.5K
$304K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
60+ 42.25% |
$4.83K - $5.89K
|
202
$24.6K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 5.35% |
$4.83K - $5.89K
|
1.18K
$144K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59+ 0.15% |
$4.75K - $5.8K
|
38.7K
$4.72M
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
58+ 0.24% |
$4.67K - $5.7K
|
23.7K
$2.89M
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
58+ 1.2% |
$4.67K - $5.7K
|
4.9K
$597K
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
57+ 1.85% |
$4.59K - $5.6K
|
3.13K
$382K
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
56+ 0.2% |
$4.51K - $5.5K
|
28.7K
$3.5M
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
55+ 1.33% |
$4.43K - $5.4K
|
4.18K
$509K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
53+ 1.65% |
$4.27K - $5.21K
|
3.27K
$399K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
53New |
$4.27K - $5.21K
|
53
$6.46K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 0.34% |
$4.19K - $5.11K
|
15.2K
$1.85M
|