Purchases and Sales Made in Q4 2023 in Emerson Electric CO (EMR)
This table provides information about the institutional ownership of Emerson Electric CO (EMR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
660+ 20.92% |
$55.9K - $64.4K
|
3.82K
$551K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
643+ 1.41% |
$54.5K - $62.8K
|
46.4K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
642New |
$54.4K - $62.7K
|
642
$92.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
640+ 15.66% |
$54.2K - $62.5K
|
4.73K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
640+ 1.42% |
$54.2K - $62.5K
|
45.6K
$6.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
640+ 2.13% |
$54.2K - $62.5K
|
30.7K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
638+ 5.73% |
$54.1K - $62.3K
|
11.8K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
636+ 4.57% |
$53.9K - $62.1K
|
14.5K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
628New |
$53.2K - $61.3K
|
628
$90.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
628New |
$53.2K - $61.3K
|
628
$90.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
627+ 14.06% |
$53.1K - $61.2K
|
5.09K
$734K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
622+ 2.97% |
$52.7K - $60.7K
|
21.6K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
610+ 7.86% |
$51.7K - $59.5K
|
8.37K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
596+ 2.66% |
$50.5K - $58.2K
|
23K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
589+ 4.26% |
$49.9K - $57.5K
|
14.4K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
585+ 36.09% |
$49.6K - $57.1K
|
2.21K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
579+ 0.52% |
$49.1K - $56.5K
|
112K
$16.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
578+ 15.48% |
$49K - $56.4K
|
4.31K
$623K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
576+ 1.15% |
$48.8K - $56.2K
|
50.5K
$7.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
569New |
$48.2K - $55.5K
|
569
$82.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
567+ 3.7% |
$48.1K - $55.3K
|
15.9K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
538+ 12.82% |
$45.6K - $52.5K
|
4.74K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
530+ 0.27% |
$44.9K - $51.7K
|
199K
$28.7M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
530+ 14.59% |
$44.9K - $51.7K
|
4.16K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
524New |
$44.4K - $51.1K
|
524
$75.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
522+ 3.84% |
$44.2K - $50.9K
|
14.1K
$2.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
519New |
$44K - $50.7K
|
519
$74.9K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
515+ 10.03% |
$43.6K - $50.3K
|
5.65K
$815K
|
|
|
Feb 20, 2024
Q4 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
506+ 2.55% |
$42.9K - $49.4K
|
20.3K
$2.94M
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
500+ 10.95% |
$42.4K - $48.8K
|
5.07K
$731K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
498New |
$42.2K - $48.6K
|
498
$71.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
495+ 1.31% |
$42K - $48.3K
|
38.1K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
487+ 3.22% |
$41.3K - $47.5K
|
15.6K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
480+ 1.9% |
$40.7K - $46.8K
|
25.8K
$3.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
474New |
$40.2K - $46.3K
|
474
$68.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
472+ 20.37% |
$40K - $46.1K
|
2.79K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
449+ 3.52% |
$38.1K - $43.8K
|
13.2K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
448+ 86.32% |
$38K - $43.7K
|
967
$140K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
446+ 2.23% |
$37.8K - $43.5K
|
20.5K
$2.95M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
441New |
$37.4K - $43K
|
441
$63.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
441+ 2.94% |
$37.4K - $43K
|
15.4K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
440+ 0.95% |
$37.3K - $42.9K
|
46.8K
$6.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
421+ 0.89% |
$35.7K - $41.1K
|
47.5K
$6.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
413+ 6.66% |
$35K - $40.3K
|
6.62K
$955K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
412+ 9.49% |
$34.9K - $40.2K
|
4.75K
$686K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
407+ 5.63% |
$34.5K - $39.7K
|
7.64K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
406+ 41.86% |
$34.4K - $39.6K
|
1.38K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
404New |
$34.2K - $39.4K
|
404
$58.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
400+ 2.05% |
$33.9K - $39K
|
19.9K
$2.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400New |
$33.9K - $39K
|
400
$57.7K
|