Purchases and Sales Made in Q2 2023 in Emerson Electric CO (EMR)
This table provides information about the institutional ownership of Emerson Electric CO (EMR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
4.16K+ 4.06% |
$323K - $376K
|
107K
$13.6M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
4.15K+ 89.77% |
$322K - $375K
|
8.77K
$1.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
4.14K+ 26.62% |
$322K - $374K
|
19.7K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 0.66% |
$318K - $371K
|
630K
$80.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.08K+ 177.21% |
$317K - $369K
|
6.39K
$812K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
4.04KNew |
$314K - $365K
|
4.04K
$514K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.03K+ 40.84% |
$313K - $365K
|
13.9K
$1.77M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
4.02KNew |
$312K - $363K
|
4.02K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4K+ 10.71% |
$310K - $361K
|
41.3K
$5.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.9KNew |
$303K - $353K
|
3.9K
$496K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.89K+ 3.03% |
$302K - $351K
|
132K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.87KNew |
$300K - $349K
|
3.87K
$492K
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3.74KNew |
$291K - $338K
|
3.74K
$476K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.72K+ 4.72% |
$289K - $336K
|
82.4K
$10.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.71K+ 16.94% |
$289K - $336K
|
25.6K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.71KNew |
$289K - $336K
|
3.71K
$472K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.69KNew |
$287K - $334K
|
3.69K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.67K+ 11475.0% |
$285K - $332K
|
3.7K
$471K
|
|
|
Jul 14, 2023
Q2 2023
|
Everence Capital Management Inc
|
BUY
|
- |
3.67K+ 28.27% |
$285K - $332K
|
16.7K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.63K+ 1.17% |
$282K - $328K
|
314K
$39.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.48K+ 1.57% |
$271K - $315K
|
226K
$28.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.47K+ 3.5% |
$270K - $314K
|
103K
$13.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 3.76% |
$269K - $313K
|
95.4K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.42K+ 5.06% |
$265K - $309K
|
70.9K
$9.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.38K+ 21.8% |
$263K - $306K
|
18.9K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.2KNew |
$249K - $289K
|
3.2K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.2KNew |
$248K - $289K
|
3.2K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 73.29% |
$248K - $289K
|
7.55K
$961K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.1K+ 7.23% |
$241K - $280K
|
46K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.06KNew |
$238K - $277K
|
3.06K
$389K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3K+ 1.58% |
$233K - $271K
|
193K
$24.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3K+ 572.52% |
$233K - $271K
|
3.52K
$448K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.95K+ 15.38% |
$229K - $267K
|
22.2K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.95KNew |
$229K - $267K
|
2.95K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.94KNew |
$229K - $266K
|
2.94K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.9K+ 4.46% |
$225K - $262K
|
67.8K
$8.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.87K+ 3.86% |
$223K - $259K
|
77.1K
$9.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.84K+ 12.31% |
$221K - $257K
|
25.9K
$3.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.83K+ 44.99% |
$220K - $256K
|
9.13K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.81K+ 2.9% |
$218K - $254K
|
99.7K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.79KNew |
$217K - $253K
|
2.79K
$355K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.79KNew |
$216K - $252K
|
2.79K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.77K+ 0.17% |
$215K - $250K
|
1.62M
$206M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.76K+ 3.23% |
$214K - $250K
|
88.4K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.74KNew |
$213K - $247K
|
2.74K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.73K+ 90.83% |
$212K - $246K
|
5.73K
$728K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.68K+ 8.65% |
$208K - $242K
|
33.7K
$4.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.68KNew |
$208K - $242K
|
2.68K
$340K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.62K+ 1.43% |
$203K - $236K
|
185K
$23.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.61K+ 12.48% |
$203K - $236K
|
23.5K
$3M
|