Purchases and Sales Made in Q1 2025 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q1 2025. 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 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 1.26% |
$3.53K - $4.83K
|
1.05K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
12+ 5.41% |
$3.26K - $4.45K
|
234
$85K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
12+ 3.45% |
$3.26K - $4.45K
|
360
$131K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
12+ 0.3% |
$3.26K - $4.45K
|
4.08K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.39% |
$2.99K - $4.08K
|
2.84K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
11+ 1.32% |
$2.99K - $4.08K
|
847
$308K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 6.4% |
$2.99K - $4.08K
|
183
$66.5K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
10+ 0.07% |
$2.72K - $3.71K
|
13.8K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.15% |
$2.72K - $3.71K
|
6.88K
$2.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 9.47% |
$2.45K - $3.34K
|
104
$37.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.53% |
$2.45K - $3.34K
|
1.7K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.55% |
$2.45K - $3.34K
|
1.64K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 3.06% |
$2.45K - $3.34K
|
303
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
9+ 0.5% |
$2.45K - $3.34K
|
1.82K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 1.08% |
$2.45K - $3.34K
|
841
$306K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 0.2% |
$2.45K - $3.34K
|
4.58K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 1.44% |
$2.45K - $3.34K
|
634
$230K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9+ 1.17% |
$2.45K - $3.34K
|
779
$283K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
9+ 0.76% |
$2.45K - $3.34K
|
1.2K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
9+ 0.95% |
$2.45K - $3.34K
|
954
$347K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9+ 0.15% |
$2.45K - $3.34K
|
6.01K
$2.18M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
9+ 1.02% |
$2.45K - $3.34K
|
891
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
8+ 0.17% |
$2.17K - $2.97K
|
4.58K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.38% |
$2.17K - $2.97K
|
2.09K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$2.17K - $2.97K
|
8
$2.91K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.54% |
$2.17K - $2.97K
|
1.5K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
8+ 0.8% |
$2.17K - $2.97K
|
1K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.48% |
$1.9K - $2.6K
|
1.46K
$529K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.58% |
$1.9K - $2.6K
|
1.2K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$1.9K - $2.6K
|
1.46K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 5.47% |
$1.9K - $2.6K
|
135
$49K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$1.63K - $2.23K
|
6
$2.18K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$1.63K - $2.23K
|
6
$2.18K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6+ 0.59% |
$1.63K - $2.23K
|
1.02K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.06% |
$1.63K - $2.23K
|
10.7K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$1.63K - $2.23K
|
6
$2.18K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6+ 0.19% |
$1.63K - $2.23K
|
3.2K
$1.16M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5+ 6.67% |
$1.36K - $1.86K
|
80
$29.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$1.36K - $1.86K
|
5
$1.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
5+ 0.37% |
$1.36K - $1.86K
|
1.35K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5+ 2.55% |
$1.36K - $1.86K
|
201
$73K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
5+ 0.61% |
$1.36K - $1.86K
|
830
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5New |
$1.36K - $1.86K
|
5
$1.82K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$1.36K - $1.86K
|
5
$1.82K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.06% |
$1.36K - $1.86K
|
8.24K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
5+ 0.53% |
$1.36K - $1.86K
|
942
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4+ 0.46% |
$1.09K - $1.48K
|
883
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 1.5% |
$1.09K - $1.48K
|
270
$98.1K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4New |
$1.09K - $1.48K
|
4
$1.45K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 2.01% |
$1.09K - $1.48K
|
203
$73.7K
|