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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
384+ 7.57% |
$32.5K - $37.5K
|
5.46K
$724K
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
376+ 13.25% |
$31.9K - $36.7K
|
3.21K
$427K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
376+ 15.82% |
$31.9K - $36.7K
|
2.75K
$365K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
376+ 1.87% |
$31.9K - $36.7K
|
20.5K
$2.72M
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
376+ 10.25% |
$31.9K - $36.7K
|
4.05K
$537K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
368+ 5.76% |
$31.2K - $35.9K
|
6.76K
$897K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
358New |
$30.3K - $34.9K
|
358
$47.5K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
357+ 8.31% |
$30.3K - $34.8K
|
4.65K
$618K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
356+ 36.03% |
$30.2K - $34.7K
|
1.34K
$178K
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
353+ 0.99% |
$29.9K - $34.5K
|
36.1K
$4.79M
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
350+ 6.85% |
$29.7K - $34.2K
|
5.46K
$725K
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
346+ 3.79% |
$29.3K - $33.8K
|
9.47K
$1.26M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
343+ 3.39% |
$29.1K - $33.5K
|
10.5K
$1.39M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
333+ 1.76% |
$28.2K - $32.5K
|
19.3K
$2.56M
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
331New |
$28.1K - $32.3K
|
331
$43.9K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
329+ 0.37% |
$27.9K - $32.1K
|
89.3K
$11.8M
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
322+ 5.66% |
$27.3K - $31.4K
|
6.01K
$798K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
317+ 0.22% |
$26.9K - $30.9K
|
146K
$19.4M
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
316+ 0.72% |
$26.8K - $30.8K
|
44.5K
$5.91M
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
315+ 3.08% |
$26.7K - $30.7K
|
10.6K
$1.4M
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
303+ 6.44% |
$25.7K - $29.6K
|
5.01K
$664K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
302+ 12.86% |
$25.6K - $29.5K
|
2.65K
$352K
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
301+ 12.99% |
$25.5K - $29.4K
|
2.62K
$348K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
301New |
$25.5K - $29.4K
|
301
$40K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
301+ 8.41% |
$25.5K - $29.4K
|
3.88K
$515K
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
300+ 2.89% |
$25.4K - $29.3K
|
10.7K
$1.42M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
299+ 7.89% |
$25.3K - $29.2K
|
4.09K
$543K
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
299+ 1.4% |
$25.3K - $29.2K
|
21.7K
$2.88M
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
297+ 10.42% |
$25.2K - $29K
|
3.15K
$418K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
296+ 121.81% |
$25.1K - $28.9K
|
539
$71.6K
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
287+ 0.74% |
$24.3K - $28K
|
39K
$5.18M
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
287+ 0.74% |
$24.3K - $28K
|
39K
$5.18M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
284+ 7.63% |
$24.1K - $27.7K
|
4.01K
$532K
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
281+ 11.58% |
$23.8K - $27.4K
|
2.71K
$359K
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
280+ 1.91% |
$23.7K - $27.3K
|
15K
$1.99M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
273+ 2275.0% |
$23.1K - $26.6K
|
285
$37.8K
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
261+ 7.08% |
$22.1K - $25.5K
|
3.95K
$524K
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
259+ 5.73% |
$22K - $25.3K
|
4.78K
$635K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
256New |
$21.7K - $25K
|
256
$34K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
253+ 26.03% |
$21.4K - $24.7K
|
1.23K
$163K
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
250+ 3.1% |
$21.2K - $24.4K
|
8.32K
$1.1M
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
242+ 2.3% |
$20.5K - $23.6K
|
10.8K
$1.43M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
239+ 1.71% |
$20.3K - $23.3K
|
14.3K
$1.89M
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
232+ 1.38% |
$19.7K - $22.6K
|
17.1K
$2.27M
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
228+ 3.41% |
$19.3K - $22.3K
|
6.91K
$917K
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
225+ 1.88% |
$19.1K - $22K
|
12.2K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
223+ 0.95% |
$18.9K - $21.8K
|
23.6K
$3.13M
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
218+ 0.86% |
$18.5K - $21.3K
|
25.4K
$3.38M
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
218+ 4.06% |
$18.5K - $21.3K
|
5.59K
$742K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
212+ 4.15% |
$18K - $20.7K
|
5.32K
$706K
|