Purchases and Sales Made in Q3 2023 in Emerson Electric CO (EMR)
This table provides information about the institutional ownership of Emerson Electric CO (EMR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
43+ 1.8% |
$3.79K - $4.31K
|
2.43K
$310K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
40+ 1.14% |
$3.53K - $4K
|
3.56K
$452K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
40+ 10.75% |
$3.53K - $4K
|
412
$52.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
39+ 0.33% |
$3.44K - $3.9K
|
11.7K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
39+ 0.69% |
$3.44K - $3.9K
|
5.66K
$720K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
35+ 0.52% |
$3.09K - $3.5K
|
6.82K
$868K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
34+ 0.53% |
$3K - $3.4K
|
6.44K
$819K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
34+ 1.31% |
$3K - $3.4K
|
2.62K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
34+ 21.25% |
$3K - $3.4K
|
194
$24.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
34+ 0.62% |
$3K - $3.4K
|
5.51K
$701K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
33+ 2.27% |
$2.91K - $3.3K
|
1.49K
$189K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
32+ 0.65% |
$2.82K - $3.2K
|
4.93K
$628K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 0.88% |
$2.82K - $3.2K
|
3.66K
$466K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
32New |
$2.82K - $3.2K
|
32
$4.07K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
31+ 0.64% |
$2.74K - $3.1K
|
4.85K
$617K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30+ 20.69% |
$2.65K - $3K
|
175
$22.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.19% |
$2.47K - $2.8K
|
2.37K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
27New |
$2.38K - $2.7K
|
27
$3.44K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 0.98% |
$2.38K - $2.7K
|
2.79K
$355K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
26+ 0.18% |
$2.29K - $2.6K
|
14.2K
$1.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
25+ 0.42% |
$2.21K - $2.5K
|
6.04K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25+ 10.73% |
$2.21K - $2.5K
|
258
$32.8K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.94% |
$2.12K - $2.4K
|
2.59K
$329K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
21+ 0.8% |
$1.85K - $2.1K
|
2.64K
$336K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
21+ 0.57% |
$1.85K - $2.1K
|
3.69K
$469K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
21+ 0.63% |
$1.85K - $2.1K
|
3.37K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
20+ 0.22% |
$1.76K - $2K
|
9.02K
$1.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.55% |
$1.68K - $1.9K
|
3.47K
$442K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
19+ 9.31% |
$1.68K - $1.9K
|
223
$28.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.14% |
$1.59K - $1.8K
|
12.5K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
18+ 1.08% |
$1.59K - $1.8K
|
1.68K
$214K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 0.13% |
$1.5K - $1.7K
|
13.2K
$1.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
17+ 0.12% |
$1.5K - $1.7K
|
14.5K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
17+ 0.03% |
$1.5K - $1.7K
|
49.1K
$6.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 2.0% |
$1.41K - $1.6K
|
816
$104K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.3% |
$1.41K - $1.6K
|
5.39K
$686K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$1.41K - $1.6K
|
5.1K
$649K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
16+ 0.7% |
$1.41K - $1.6K
|
2.31K
$294K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 0.45% |
$1.41K - $1.6K
|
3.54K
$451K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
14+ 0.74% |
$1.24K - $1.4K
|
1.9K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
13+ 0.49% |
$1.15K - $1.3K
|
2.68K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
13+ 0.54% |
$1.15K - $1.3K
|
2.41K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13+ 0.07% |
$1.15K - $1.3K
|
19.4K
$2.47M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 1.1% |
$1.15K - $1.3K
|
1.2K
$152K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
12New |
$1.06K - $1.2K
|
12
$1.53K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
12+ 5.26% |
$1.06K - $1.2K
|
240
$30.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
11+ 0.11% |
$971 - $1.1K
|
10.2K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.06% |
$971 - $1.1K
|
18K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11+ 0.24% |
$971 - $1.1K
|
4.55K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 55.0% |
$971 - $1.1K
|
31
$3.95K
|