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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
31+ 7.24% |
$7.23K - $9.81K
|
459
$170K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 1.63% |
$6.99K - $9.5K
|
1.87K
$691K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
29+ 2.21% |
$6.76K - $9.18K
|
1.34K
$497K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 0.51% |
$6.53K - $8.86K
|
5.48K
$2.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
27+ 0.42% |
$6.29K - $8.55K
|
6.45K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
27New |
$6.29K - $8.55K
|
27
$9.98K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
27+ 168.75% |
$6.29K - $8.55K
|
43
$15.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
26New |
$6.06K - $8.23K
|
26
$9.61K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 0.57% |
$6.06K - $8.23K
|
4.6K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
25+ 0.99% |
$5.83K - $7.91K
|
2.54K
$940K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25+ 1.2% |
$5.83K - $7.91K
|
2.11K
$781K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
25+ 1.25% |
$5.83K - $7.91K
|
2.02K
$747K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
25+ 0.4% |
$5.83K - $7.91K
|
6.27K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
25+ 0.3% |
$5.83K - $7.91K
|
8.3K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
24+ 29.63% |
$5.59K - $7.6K
|
105
$38.8K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
24+ 0.88% |
$5.59K - $7.6K
|
2.76K
$1.02M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
24+ 0.09% |
$5.59K - $7.6K
|
28.3K
$10.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23+ 0.43% |
$5.36K - $7.28K
|
5.33K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
23+ 0.38% |
$5.36K - $7.28K
|
6.02K
$2.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.64% |
$5.13K - $6.96K
|
1.37K
$505K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
22+ 0.71% |
$5.13K - $6.96K
|
3.12K
$1.15M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 1.16% |
$5.13K - $6.96K
|
1.92K
$709K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21+ 0.95% |
$4.9K - $6.65K
|
2.22K
$822K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
21+ 1.38% |
$4.9K - $6.65K
|
1.54K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
21+ 1.83% |
$4.9K - $6.65K
|
1.17K
$433K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
21+ 0.24% |
$4.9K - $6.65K
|
8.92K
$3.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20+ 1.9% |
$4.66K - $6.33K
|
1.07K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
20+ 1.86% |
$4.66K - $6.33K
|
1.1K
$405K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
20New |
$4.66K - $6.33K
|
20
$7.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 13.19% |
$4.43K - $6.02K
|
163
$60.3K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
19+ 0.79% |
$4.43K - $6.02K
|
2.44K
$901K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
19+ 1.97% |
$4.43K - $6.02K
|
982
$363K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
19+ 2.12% |
$4.43K - $6.02K
|
914
$338K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19+ 10.73% |
$4.43K - $6.02K
|
196
$72.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
18+ 2.09% |
$4.2K - $5.7K
|
879
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
18+ 0.72% |
$4.2K - $5.7K
|
2.52K
$931K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18+ 14.4% |
$4.2K - $5.7K
|
143
$52.9K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
18+ 0.13% |
$4.2K - $5.7K
|
13.6K
$5.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 1.25% |
$3.96K - $5.38K
|
1.37K
$507K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
17+ 0.71% |
$3.96K - $5.38K
|
2.42K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
17+ 0.18% |
$3.96K - $5.38K
|
9.44K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
17+ 0.93% |
$3.96K - $5.38K
|
1.85K
$685K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17+ 1.66% |
$3.96K - $5.38K
|
1.04K
$384K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17New |
$3.96K - $5.38K
|
17
$6.28K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.61% |
$3.73K - $5.07K
|
2.65K
$980K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
15+ 0.77% |
$3.5K - $4.75K
|
1.97K
$729K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 5.3% |
$3.5K - $4.75K
|
298
$110K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
14+ 0.5% |
$3.26K - $4.43K
|
2.82K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.27% |
$3.26K - $4.43K
|
5.13K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$3.03K - $4.12K
|
15.7K
$5.8M
|