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 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14+ 0.27% |
$3.26K - $4.43K
|
5.13K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
13+ 0.08% |
$3.03K - $4.12K
|
15.7K
$5.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
13+ 1.41% |
$3.03K - $4.12K
|
934
$305K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.84% |
$3.03K - $4.12K
|
1.55K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.51% |
$3.03K - $4.12K
|
2.57K
$839K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
12New |
$2.8K - $3.8K
|
12
$3.92K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.93% |
$2.8K - $3.8K
|
1.3K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
12New |
$2.8K - $3.8K
|
12
$3.92K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
11+ 1.14% |
$2.56K - $3.48K
|
977
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 1.12% |
$2.56K - $3.48K
|
989
$323K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
11+ 1.29% |
$2.56K - $3.48K
|
864
$282K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 1.31% |
$2.56K - $3.48K
|
848
$277K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
10+ 0.8% |
$2.33K - $3.17K
|
1.26K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10+ 58.82% |
$2.33K - $3.17K
|
27
$8.81K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10+ 0.23% |
$2.33K - $3.17K
|
4.42K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10+ 0.09% |
$2.33K - $3.17K
|
10.8K
$3.54M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10+ 0.29% |
$2.33K - $3.17K
|
3.49K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9+ 0.61% |
$2.1K - $2.85K
|
1.49K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9New |
$2.1K - $2.85K
|
9
$2.94K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
9+ 18.0% |
$2.1K - $2.85K
|
59
$19.3K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.53% |
$2.1K - $2.85K
|
1.71K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9+ 0.47% |
$2.1K - $2.85K
|
1.94K
$633K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
9+ 1.05% |
$2.1K - $2.85K
|
869
$284K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9+ 0.24% |
$2.1K - $2.85K
|
3.69K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.24% |
$1.86K - $2.53K
|
3.35K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
8+ 0.16% |
$1.86K - $2.53K
|
4.97K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
8New |
$1.86K - $2.53K
|
8
$2.61K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8+ 0.4% |
$1.86K - $2.53K
|
2.03K
$663K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
7+ 0.18% |
$1.63K - $2.22K
|
3.98K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
7+ 0.28% |
$1.63K - $2.22K
|
2.55K
$832K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
6+ 0.51% |
$1.4K - $1.9K
|
1.19K
$388K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.34% |
$1.4K - $1.9K
|
1.75K
$570K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
6+ 0.14% |
$1.4K - $1.9K
|
4.21K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$1.4K - $1.9K
|
6
$1.96K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
5+ 0.14% |
$1.17K - $1.58K
|
3.46K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 4.59% |
$1.17K - $1.58K
|
114
$37.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
5New |
$1.17K - $1.58K
|
5
$1.63K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.26% |
$932 - $1.27K
|
1.54K
$503K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.31% |
$932 - $1.27K
|
1.3K
$424K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.3% |
$932 - $1.27K
|
1.35K
$442K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
4+ 0.05% |
$932 - $1.27K
|
8.26K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
4+ 0.07% |
$932 - $1.27K
|
6.1K
$1.99M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4+ 0.33% |
$932 - $1.27K
|
1.22K
$398K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4+ 0.42% |
$932 - $1.27K
|
947
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3New |
$699 - $950
|
3
$979
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3New |
$699 - $950
|
3
$979
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3+ 0.34% |
$699 - $950
|
892
$291K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 11.11% |
$699 - $950
|
30
$9.79K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.06% |
$699 - $950
|
5.22K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
3+ 0.05% |
$699 - $950
|
5.64K
$1.84M
|