Purchases and Sales Made in Q2 2023 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
258+ 0.97% |
$40.3K - $51.9K
|
26.8K
$8.44M
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
257+ 2.39% |
$40.2K - $51.7K
|
11K
$3.47M
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
249+ 15.07% |
$38.9K - $50.1K
|
1.9K
$599K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
246+ 1.48% |
$38.4K - $49.5K
|
16.9K
$5.32M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
240+ 3.47% |
$37.5K - $48.3K
|
7.15K
$2.25M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
239+ 2.35% |
$37.3K - $48.1K
|
10.4K
$3.29M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
235New |
$36.7K - $47.3K
|
235
$74.1K
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
230+ 1.68% |
$35.9K - $46.3K
|
13.9K
$4.39M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
229+ 2.48% |
$35.8K - $46.1K
|
9.48K
$2.99M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
224+ 3.16% |
$35K - $45K
|
7.31K
$2.3M
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
218+ 1.64% |
$34.1K - $43.8K
|
13.5K
$4.25M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
217+ 9.17% |
$33.9K - $43.6K
|
2.58K
$814K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
216+ 216.0% |
$33.8K - $43.4K
|
316
$99.6K
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
216+ 0.55% |
$33.8K - $43.4K
|
39.3K
$12.4M
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
BUY
|
- |
215+ 1.95% |
$33.6K - $43.2K
|
11.3K
$3.55M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
214+ 4.47% |
$33.4K - $43K
|
5K
$1.58M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
207+ 3.42% |
$32.3K - $41.6K
|
6.26K
$1.97M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
207+ 4.83% |
$32.3K - $41.6K
|
4.49K
$1.42M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
206+ 4.31% |
$32.2K - $41.4K
|
4.98K
$1.57M
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
204+ 11.13% |
$31.9K - $41K
|
2.04K
$642K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
202+ 4.29% |
$31.6K - $40.6K
|
4.91K
$1.55M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
202+ 4.29% |
$31.6K - $40.6K
|
4.91K
$1.55M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
201+ 10.57% |
$31.4K - $40.4K
|
2.1K
$663K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
201+ 3.76% |
$31.4K - $40.4K
|
5.55K
$1.75M
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
200+ 6.67% |
$31.3K - $40.2K
|
3.2K
$1.01M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
200+ 12.22% |
$31.3K - $40.2K
|
1.84K
$579K
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
200+ 7.01% |
$31.3K - $40.2K
|
3.05K
$962K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$31.3K - $40.2K
|
200
$63.1K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
200+ 46.73% |
$31.3K - $40.2K
|
628
$198K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
198+ 0.81% |
$30.9K - $39.8K
|
24.6K
$7.77M
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
197+ 12.93% |
$30.8K - $39.6K
|
1.72K
$543K
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
193+ 4.84% |
$30.2K - $38.8K
|
4.18K
$1.32M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
192New |
$30K - $38.6K
|
192
$60.5K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
190+ 4.79% |
$29.7K - $38.2K
|
4.16K
$1.31M
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
190+ 1.56% |
$29.7K - $38.2K
|
12.3K
$3.89M
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
185+ 5.84% |
$28.9K - $37.2K
|
3.36K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
185+ 3.15% |
$28.9K - $37.2K
|
6.06K
$1.91M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
184+ 10.7% |
$28.8K - $37K
|
1.9K
$600K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
184+ 1.36% |
$28.8K - $37K
|
13.8K
$4.34M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
181+ 1.88% |
$28.3K - $36.4K
|
9.82K
$3.1M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
180+ 144.0% |
$28.1K - $36.2K
|
305
$96.2K
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
177+ 4.39% |
$27.7K - $35.6K
|
4.21K
$1.33M
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
171+ 0.58% |
$26.7K - $34.4K
|
29.4K
$9.28M
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
170+ 3.71% |
$26.6K - $34.2K
|
4.76K
$1.5M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
170New |
$26.6K - $34.2K
|
170
$53.6K
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
161+ 189.41% |
$25.2K - $32.4K
|
246
$77.6K
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
158+ 0.08% |
$24.7K - $31.8K
|
201K
$63.3M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
158+ 1.12% |
$24.7K - $31.8K
|
14.3K
$4.51M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
157+ 6.03% |
$24.5K - $31.6K
|
2.76K
$870K
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
155+ 5.74% |
$24.2K - $31.2K
|
2.85K
$900K
|