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 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
54+ 0.29% |
$4.58K - $5.27K
|
19K
$2.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
54+ 0.43% |
$4.58K - $5.27K
|
12.5K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
54+ 0.23% |
$4.58K - $5.27K
|
23.9K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
54+ 1.11% |
$4.58K - $5.27K
|
4.93K
$655K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
49+ 0.35% |
$4.15K - $4.78K
|
13.9K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
47+ 1.5% |
$3.98K - $4.59K
|
3.18K
$422K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
46+ 2.12% |
$3.9K - $4.49K
|
2.22K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
46+ 0.82% |
$3.9K - $4.49K
|
5.66K
$752K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
45+ 1.72% |
$3.81K - $4.39K
|
2.67K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
43+ 0.17% |
$3.64K - $4.2K
|
25.8K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
42+ 0.68% |
$3.56K - $4.1K
|
6.2K
$823K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
41+ 3.42% |
$3.47K - $4K
|
1.24K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
41+ 0.52% |
$3.47K - $4K
|
7.89K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
40+ 0.1% |
$3.39K - $3.9K
|
39.1K
$5.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
39+ 0.18% |
$3.31K - $3.81K
|
21.4K
$2.84M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
39+ 1.6% |
$3.31K - $3.81K
|
2.47K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
39+ 0.57% |
$3.31K - $3.81K
|
6.9K
$915K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
35+ 0.05% |
$2.97K - $3.42K
|
73.6K
$9.77M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.13% |
$2.97K - $3.42K
|
3.12K
$415K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
34+ 0.83% |
$2.88K - $3.32K
|
4.12K
$547K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
34+ 0.09% |
$2.88K - $3.32K
|
39.8K
$5.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.85% |
$2.88K - $3.32K
|
4.05K
$537K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.85% |
$2.88K - $3.32K
|
4.06K
$539K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
32New |
$2.71K - $3.12K
|
32
$4.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
32+ 0.41% |
$2.71K - $3.12K
|
7.83K
$1.04M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
32+ 100.0% |
$2.71K - $3.12K
|
64
$8.5K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
31+ 0.84% |
$2.63K - $3.03K
|
3.73K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
31New |
$2.63K - $3.03K
|
31
$4.12K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
30New |
$2.54K - $2.93K
|
30
$3.98K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
28+ 0.21% |
$2.37K - $2.73K
|
13.4K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
26+ 2.8% |
$2.2K - $2.54K
|
953
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
25+ 0.57% |
$2.12K - $2.44K
|
4.45K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
25New |
$2.12K - $2.44K
|
25
$3.32K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
23New |
$1.95K - $2.24K
|
23
$3.05K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
23+ 0.97% |
$1.95K - $2.24K
|
2.41K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
21New |
$1.78K - $2.05K
|
21
$2.79K
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
20+ 0.58% |
$1.7K - $1.95K
|
3.49K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18+ 2.42% |
$1.53K - $1.76K
|
762
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18+ 0.51% |
$1.53K - $1.76K
|
3.56K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
18+ 0.26% |
$1.53K - $1.76K
|
6.86K
$910K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
18+ 900.0% |
$1.53K - $1.76K
|
20
$2.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
16+ 0.69% |
$1.36K - $1.56K
|
2.32K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
16+ 3.74% |
$1.36K - $1.56K
|
444
$58.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15+ 0.54% |
$1.27K - $1.46K
|
2.8K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
14+ 0.25% |
$1.19K - $1.37K
|
5.64K
$749K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
14+ 0.53% |
$1.19K - $1.37K
|
2.64K
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
13+ 0.55% |
$1.1K - $1.27K
|
2.4K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 3.96% |
$1.1K - $1.27K
|
341
$45.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
13+ 0.1% |
$1.1K - $1.27K
|
12.6K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
13+ 0.43% |
$1.1K - $1.27K
|
3.05K
$404K
|