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 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
993+ 25.51% |
$77.1K - $89.8K
|
4.89K
$553K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
983+ 84.45% |
$76.4K - $88.9K
|
2.15K
$243K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
983+ 84.45% |
$76.4K - $88.9K
|
2.15K
$243K
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
973+ 1.18% |
$75.6K - $87.9K
|
83.7K
$9.47M
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
972+ 18.93% |
$75.5K - $87.9K
|
6.11K
$691K
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
971+ 1.17% |
$75.4K - $87.8K
|
83.7K
$9.47M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
944+ 11.08% |
$73.3K - $85.3K
|
9.46K
$1.07M
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
940+ 1.63% |
$73K - $85K
|
58.7K
$6.63M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
940+ 13.24% |
$73K - $85K
|
8.04K
$909K
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
939+ 1.23% |
$72.9K - $84.9K
|
77.5K
$8.76M
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
929New |
$72.2K - $84K
|
929
$105K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
925New |
$71.9K - $83.6K
|
925
$105K
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
905+ 1.41% |
$70.3K - $81.8K
|
65.3K
$7.38M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
892+ 2.19% |
$69.3K - $80.6K
|
41.7K
$4.71M
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
890+ 1.92% |
$69.1K - $80.4K
|
47.3K
$5.36M
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
881+ 11.98% |
$68.4K - $79.6K
|
8.23K
$931K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
880+ 14.72% |
$68.4K - $79.5K
|
6.86K
$776K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
864+ 18.17% |
$67.1K - $78.1K
|
5.62K
$636K
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
863+ 6.36% |
$67K - $78K
|
14.4K
$1.63M
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
854+ 1.59% |
$66.3K - $77.2K
|
54.5K
$6.16M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
850New |
$66K - $76.8K
|
850
$96.1K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
849+ 0.03% |
$66K - $76.7K
|
3.09M
$349M
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
828+ 3.34% |
$64.3K - $74.8K
|
25.6K
$2.9M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
827+ 6.98% |
$64.2K - $74.8K
|
12.7K
$1.43M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
825+ 250.76% |
$64.1K - $74.6K
|
1.15K
$131K
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
820+ 13.79% |
$63.7K - $74.1K
|
6.77K
$765K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
819+ 12.41% |
$63.6K - $74K
|
7.42K
$839K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
816+ 0.44% |
$63.4K - $73.8K
|
185K
$20.9M
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
808+ 64.03% |
$62.8K - $73K
|
2.07K
$234K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
800+ 15.38% |
$62.1K - $72.3K
|
6K
$679K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
790+ 4647.06% |
$61.4K - $71.4K
|
807
$91.3K
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
771+ 1.71% |
$59.9K - $69.7K
|
46K
$5.2M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
770+ 0.42% |
$59.8K - $69.6K
|
185K
$20.9M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
769+ 5.05% |
$59.7K - $69.5K
|
16K
$1.81M
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
755+ 5.94% |
$58.6K - $68.2K
|
13.5K
$1.52M
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
753+ 7.79% |
$58.5K - $68.1K
|
10.4K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
750+ 10.56% |
$58.3K - $67.8K
|
7.85K
$888K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
745New |
$57.9K - $67.3K
|
745
$84.3K
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
735+ 15.0% |
$57.1K - $66.4K
|
5.64K
$637K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
726+ 0.76% |
$56.4K - $65.6K
|
96.1K
$10.9M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
711+ 0.6% |
$55.2K - $64.3K
|
120K
$13.6M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
700+ 1.56% |
$54.4K - $63.3K
|
45.5K
$5.14M
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
700+ 17.46% |
$54.4K - $63.3K
|
4.71K
$533K
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
695+ 38.83% |
$54K - $62.8K
|
2.49K
$281K
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
692+ 7.27% |
$53.8K - $62.5K
|
10.2K
$1.16M
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
687+ 7.68% |
$53.4K - $62.1K
|
9.63K
$1.09M
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
659+ 1.11% |
$51.2K - $59.6K
|
59.9K
$6.77M
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
651+ 2.8% |
$50.6K - $58.8K
|
23.9K
$2.71M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
642+ 13.9% |
$49.9K - $58K
|
5.26K
$595K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
638+ 3.5% |
$49.6K - $57.7K
|
18.9K
$2.14M
|