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 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 55.0% |
$971 - $1.1K
|
31
$3.93K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.09% |
$882 - $1K
|
11.7K
$1.48M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 41.67% |
$882 - $1K
|
34
$4.31K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
10+ 0.18% |
$882 - $1K
|
5.44K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
10+ 0.38% |
$882 - $1K
|
2.62K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
10+ 2.39% |
$882 - $1K
|
428
$54.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
9+ 0.4% |
$794 - $901
|
2.25K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9New |
$794 - $901
|
9
$1.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 0.98% |
$794 - $901
|
927
$118K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8+ 0.13% |
$706 - $801
|
6.13K
$777K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7+ 0.74% |
$618 - $701
|
957
$121K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
7+ 0.19% |
$618 - $701
|
3.75K
$476K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.11% |
$618 - $701
|
6.12K
$777K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 6.86% |
$618 - $701
|
109
$13.8K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6+ 0.23% |
$529 - $601
|
2.66K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$529 - $601
|
3.04K
$386K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.01% |
$441 - $501
|
37.6K
$4.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 1.55% |
$441 - $501
|
328
$41.6K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.08% |
$441 - $501
|
6.56K
$833K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.25% |
$353 - $400
|
1.61K
$205K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4+ 0.03% |
$353 - $400
|
12.2K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.38% |
$353 - $400
|
1.06K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.29% |
$353 - $400
|
1.37K
$174K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.25% |
$353 - $400
|
1.61K
$205K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.55% |
$265 - $300
|
546
$69.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.51% |
$265 - $300
|
592
$75.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3+ 0.08% |
$265 - $300
|
3.88K
$492K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.18% |
$265 - $300
|
1.69K
$215K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2+ 0.05% |
$176 - $200
|
3.84K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.23% |
$176 - $200
|
865
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2+ 0.05% |
$176 - $200
|
3.7K
$469K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.02% |
$88.2 - $100
|
4.14K
$526K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$88.2 - $100
|
64.2K
$8.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$88.2 - $100
|
301
$38.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.68% |
$88.2 - $100
|
147
$18.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$88.2 - $100
|
527
$66.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.01% |
$88.2 - $100
|
18.1K
$2.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1+ 0.01% |
$88.2 - $100
|
14.2K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$88.2 - $100
|
6.2K
$787K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.03% |
$88.2 - $100
|
3.37K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$88.2 - $100
|
3.3K
$418K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.57% |
$88.2 - $100
|
175
$22.2K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-1- 0.03% |
$88.2 - $100
|
3.42K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.03% |
$176 - $200
|
5.86K
$743K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.11% |
$265 - $300
|
2.74K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3- 0.02% |
$265 - $300
|
16K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 1.27% |
$353 - $400
|
312
$39.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4- 0.14% |
$353 - $400
|
2.94K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4- 1.01% |
$353 - $400
|
393
$49.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.2% |
$441 - $501
|
2.51K
$318K
|