Purchases and Sales Made in Q1 2024 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q1 2024. The information is specifically focused on institutions that hold shares of Eaton Corp plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
174+ 0.97% |
$40.6K - $55.1K
|
18.2K
$6.73M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
173+ 13.07% |
$40.3K - $54.8K
|
1.5K
$553K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
172+ 10.18% |
$40.1K - $54.5K
|
1.86K
$688K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
169+ 16.31% |
$39.4K - $53.5K
|
1.21K
$445K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
165+ 3.01% |
$38.5K - $52.2K
|
5.65K
$2.09M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
164+ 2.96% |
$38.2K - $51.9K
|
5.7K
$2.11M
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
161New |
$37.5K - $51K
|
161
$59.5K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
158+ 14.74% |
$36.8K - $50K
|
1.23K
$455K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
157+ 16.92% |
$36.6K - $49.7K
|
1.09K
$401K
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
157+ 7.96% |
$36.6K - $49.7K
|
2.13K
$787K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
156+ 3.95% |
$36.4K - $49.4K
|
4.11K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
155+ 18.41% |
$36.1K - $49.1K
|
997
$369K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
154+ 440.0% |
$35.9K - $48.8K
|
189
$69.9K
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
152+ 1.24% |
$35.4K - $48.1K
|
12.4K
$4.59M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
151+ 0.83% |
$35.2K - $47.8K
|
18.3K
$6.75M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
150New |
$35K - $47.5K
|
150
$55.5K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
149+ 1.73% |
$34.7K - $47.2K
|
8.74K
$3.23M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
146+ 15.45% |
$34K - $46.2K
|
1.09K
$403K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
145+ 4.99% |
$33.8K - $45.9K
|
3.05K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
142+ 3.43% |
$33.1K - $45K
|
4.29K
$1.58M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
141+ 2.98% |
$32.9K - $44.6K
|
4.87K
$1.8M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
135+ 6.49% |
$31.5K - $42.7K
|
2.22K
$819K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
132+ 2.96% |
$30.8K - $41.8K
|
4.59K
$1.7M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
131+ 363.89% |
$30.5K - $41.5K
|
167
$61.7K
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
131+ 1.09% |
$30.5K - $41.5K
|
12.1K
$4.48M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
130+ 5.13% |
$30.3K - $41.2K
|
2.66K
$984K
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
130+ 4.28% |
$30.3K - $41.2K
|
3.17K
$1.17M
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
130+ 0.25% |
$30.3K - $41.2K
|
52.9K
$19.6M
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
124+ 0.15% |
$28.9K - $39.3K
|
81.4K
$30.1M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
121+ 11.4% |
$28.2K - $38.3K
|
1.18K
$437K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121+ 6.65% |
$28.2K - $38.3K
|
1.94K
$718K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
120+ 37.97% |
$28K - $38K
|
436
$161K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
120+ 4.54% |
$28K - $38K
|
2.76K
$1.02M
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
120+ 8.22% |
$28K - $38K
|
1.58K
$584K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
120+ 8.86% |
$28K - $38K
|
1.48K
$545K
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
120+ 3.79% |
$28K - $38K
|
3.29K
$1.22M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
117+ 11.04% |
$27.3K - $37K
|
1.18K
$435K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
117+ 1.52% |
$27.3K - $37K
|
7.81K
$2.89M
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
116+ 7.25% |
$27K - $36.7K
|
1.72K
$634K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
115+ 29.41% |
$26.8K - $36.4K
|
506
$187K
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
112+ 0.59% |
$26.1K - $35.5K
|
19.2K
$7.09M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
110+ 8.27% |
$25.6K - $34.8K
|
1.44K
$532K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
110+ 1.42% |
$25.6K - $34.8K
|
7.85K
$2.9M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
109+ 2.4% |
$25.4K - $34.5K
|
4.65K
$1.72M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
108+ 2.77% |
$25.2K - $34.2K
|
4.01K
$1.48M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
106New |
$24.7K - $33.6K
|
106
$39.2K
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
106+ 1.72% |
$24.7K - $33.6K
|
6.28K
$2.32M
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
106+ 3.42% |
$24.7K - $33.6K
|
3.21K
$1.19M
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
106+ 1.54% |
$24.7K - $33.6K
|
7K
$2.59M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
106+ 1.55% |
$24.7K - $33.6K
|
6.96K
$2.57M
|