Purchases and Sales Made in Q1 2024 in Emerson Electric CO (EMR)
This table provides information about the institutional ownership of Emerson Electric CO (EMR) during Q1 2024. 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 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
213+ 2.2% |
$19.5K - $24.2K
|
9.89K
$1.25M
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
210+ 1.95% |
$19.3K - $23.8K
|
11K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
210+ 21.0% |
$19.3K - $23.8K
|
1.21K
$154K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
210+ 5.38% |
$19.3K - $23.8K
|
4.12K
$522K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
209+ 2.79% |
$19.2K - $23.7K
|
7.71K
$978K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
207+ 0.92% |
$19K - $23.5K
|
22.6K
$2.87M
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
207+ 9.26% |
$19K - $23.5K
|
2.44K
$310K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
201+ 7.48% |
$18.4K - $22.8K
|
2.89K
$367K
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
200+ 5.59% |
$18.3K - $22.7K
|
3.78K
$479K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
200New |
$18.3K - $22.7K
|
200
$25.4K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
198+ 1.75% |
$18.2K - $22.5K
|
11.5K
$1.46M
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
197+ 3.34% |
$18.1K - $22.3K
|
6.09K
$773K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
195+ 0.73% |
$17.9K - $22.1K
|
26.8K
$3.4M
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
194+ 1.8% |
$17.8K - $22K
|
11K
$1.39M
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
190+ 2.29% |
$17.4K - $21.6K
|
8.47K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
190+ 73.64% |
$17.4K - $21.6K
|
448
$56.9K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
186+ 91.18% |
$17.1K - $21.1K
|
390
$49.5K
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
182+ 3.78% |
$16.7K - $20.6K
|
4.99K
$634K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
182+ 0.18% |
$16.7K - $20.6K
|
101K
$12.8M
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
181+ 0.51% |
$16.6K - $20.5K
|
35.4K
$4.49M
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
179+ 17.81% |
$16.4K - $20.3K
|
1.18K
$150K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
176New |
$16.1K - $20K
|
176
$22.3K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
175+ 1.89% |
$16.1K - $19.9K
|
9.43K
$1.2M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
175New |
$16.1K - $19.9K
|
175
$22.2K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
172+ 5.04% |
$15.8K - $19.5K
|
3.59K
$455K
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
170+ 0.82% |
$15.6K - $19.3K
|
20.9K
$2.65M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
165+ 1.06% |
$15.1K - $18.7K
|
15.7K
$1.99M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
164+ 3.76% |
$15K - $18.6K
|
4.53K
$575K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
161New |
$14.8K - $18.3K
|
161
$20.4K
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
160+ 3.7% |
$14.7K - $18.2K
|
4.48K
$569K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
158+ 4.42% |
$14.5K - $17.9K
|
3.73K
$473K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
151+ 0.37% |
$13.9K - $17.1K
|
40.5K
$5.14M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
150+ 6.05% |
$13.8K - $17K
|
2.63K
$334K
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
150+ 4.55% |
$13.8K - $17K
|
3.45K
$437K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
150+ 3.1% |
$13.8K - $17K
|
4.99K
$633K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
149+ 4.92% |
$13.7K - $16.9K
|
3.18K
$403K
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
146+ 0.21% |
$13.4K - $16.6K
|
69.9K
$8.87M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
146+ 1.89% |
$13.4K - $16.6K
|
7.85K
$997K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 2.09% |
$13.2K - $16.3K
|
7.02K
$891K
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
140+ 5.13% |
$12.8K - $15.9K
|
2.87K
$364K
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
139+ 2.98% |
$12.8K - $15.8K
|
4.81K
$610K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
139+ 3.87% |
$12.8K - $15.8K
|
3.73K
$473K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
138+ 2.29% |
$12.7K - $15.7K
|
6.17K
$783K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
133+ 23.37% |
$12.2K - $15.1K
|
702
$89.1K
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
129+ 5.41% |
$11.8K - $14.6K
|
2.52K
$319K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
129New |
$11.8K - $14.6K
|
129
$16.4K
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
126+ 14.0% |
$11.6K - $14.3K
|
1.03K
$130K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
125New |
$11.5K - $14.2K
|
125
$15.9K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
124+ 2.36% |
$11.4K - $14.1K
|
5.38K
$683K
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
118+ 4.43% |
$10.8K - $13.4K
|
2.78K
$353K
|