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 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
127+ 3.27% |
$10.8K - $12.4K
|
4.01K
$532K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
121+ 111.01% |
$10.3K - $11.8K
|
230
$30.5K
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
120+ 2.45% |
$10.2K - $11.7K
|
5.02K
$665K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
120+ 1.83% |
$10.2K - $11.7K
|
6.67K
$884K
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
BUY
|
- |
118+ 0.13% |
$10K - $11.5K
|
89.7K
$11.9M
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116+ 0.38% |
$9.83K - $11.3K
|
30.8K
$4.08M
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
115+ 2.78% |
$9.75K - $11.2K
|
4.26K
$564K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
114+ 3.65% |
$9.66K - $11.1K
|
3.24K
$429K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
114+ 5.27% |
$9.66K - $11.1K
|
2.28K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
110New |
$9.32K - $10.7K
|
110
$14.6K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
108+ 4.52% |
$9.15K - $10.5K
|
2.5K
$331K
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
108+ 2.01% |
$9.15K - $10.5K
|
5.48K
$726K
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
104+ 0.21% |
$8.81K - $10.2K
|
50.4K
$6.69M
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
103+ 0.22% |
$8.73K - $10.1K
|
47.8K
$6.34M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
102+ 22.27% |
$8.64K - $9.96K
|
560
$74.3K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
101+ 1.0% |
$8.56K - $9.86K
|
10.2K
$1.35M
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
101+ 0.51% |
$8.56K - $9.86K
|
19.8K
$2.62M
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
100+ 4.66% |
$8.48K - $9.76K
|
2.25K
$298K
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 26.67% |
$8.48K - $9.76K
|
475
$63K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
99+ 2.51% |
$8.39K - $9.66K
|
4.04K
$536K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
98+ 5.37% |
$8.31K - $9.56K
|
1.92K
$255K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
97+ 2.92% |
$8.22K - $9.47K
|
3.41K
$453K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
97+ 4.17% |
$8.22K - $9.47K
|
2.42K
$321K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
93+ 1.08% |
$7.88K - $9.08K
|
8.71K
$1.16M
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
91New |
$7.71K - $8.88K
|
91
$12.1K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
90+ 18.29% |
$7.63K - $8.78K
|
582
$77.2K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
90+ 2.67% |
$7.63K - $8.78K
|
3.46K
$459K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
87+ 0.66% |
$7.37K - $8.49K
|
13.2K
$1.76M
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
84+ 1.73% |
$7.12K - $8.2K
|
4.94K
$654K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80New |
$6.78K - $7.81K
|
80
$10.6K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
80+ 3.29% |
$6.78K - $7.81K
|
2.51K
$333K
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
78+ 1.78% |
$6.61K - $7.61K
|
4.46K
$592K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
78+ 6.11% |
$6.61K - $7.61K
|
1.35K
$180K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
77New |
$6.53K - $7.52K
|
77
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
76+ 2.34% |
$6.44K - $7.42K
|
3.33K
$441K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.62% |
$6.36K - $7.32K
|
12.2K
$1.61M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
75New |
$6.36K - $7.32K
|
75
$9.94K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
75New |
$6.36K - $7.32K
|
75
$9.94K
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
75+ 0.62% |
$6.36K - $7.32K
|
12.1K
$1.6M
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
68+ 0.74% |
$5.76K - $6.64K
|
9.21K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
67+ 5.36% |
$5.68K - $6.54K
|
1.32K
$175K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
67New |
$5.68K - $6.54K
|
67
$8.88K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
66New |
$5.59K - $6.44K
|
66
$8.75K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
64+ 3.06% |
$5.42K - $6.25K
|
2.16K
$286K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
61+ 1.44% |
$5.17K - $5.95K
|
4.31K
$571K
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
61+ 0.38% |
$5.17K - $5.95K
|
15.9K
$2.11M
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
60+ 0.48% |
$5.09K - $5.86K
|
12.7K
$1.68M
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
60+ 2.69% |
$5.09K - $5.86K
|
2.29K
$304K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
58+ 1.49% |
$4.92K - $5.66K
|
3.94K
$522K
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
BUY
|
- |
58+ 1.51% |
$4.92K - $5.66K
|
3.89K
$516K
|