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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 9.27% |
$13.8K - $17.7K
|
1.04K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
85+ 0.98% |
$13.3K - $17.1K
|
8.75K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
85+ 22.85% |
$13.3K - $17.1K
|
457
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
84+ 0.56% |
$13.1K - $16.9K
|
15K
$4.73M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
83+ 3.28% |
$13K - $16.7K
|
2.61K
$823K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82+ 4.9% |
$12.8K - $16.5K
|
1.76K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
82+ 4.59% |
$12.8K - $16.5K
|
1.87K
$590K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
81+ 1.89% |
$12.7K - $16.3K
|
4.36K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
81New |
$12.7K - $16.3K
|
81
$25.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
80+ 7.49% |
$12.5K - $16.1K
|
1.15K
$362K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
78+ 6.25% |
$12.2K - $15.7K
|
1.33K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
77+ 6.33% |
$12K - $15.5K
|
1.29K
$408K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
77+ 4.12% |
$12K - $15.5K
|
1.95K
$613K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
74+ 1.01% |
$11.6K - $14.9K
|
7.39K
$2.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
73+ 0.36% |
$11.4K - $14.7K
|
20.5K
$6.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 1.77% |
$10.9K - $14.1K
|
4.03K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
69+ 0.5% |
$10.8K - $13.9K
|
13.9K
$4.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.13% |
$10.6K - $13.7K
|
51.6K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
68+ 2.93% |
$10.6K - $13.7K
|
2.39K
$754K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
66+ 2.88% |
$10.3K - $13.3K
|
2.36K
$744K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
65+ 2.62% |
$10.2K - $13.1K
|
2.54K
$802K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
65+ 0.33% |
$10.2K - $13.1K
|
19.7K
$6.2M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
63+ 0.84% |
$9.84K - $12.7K
|
7.58K
$2.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
61+ 1.4% |
$9.53K - $12.3K
|
4.43K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
61+ 2.86% |
$9.53K - $12.3K
|
2.19K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
60+ 0.72% |
$9.38K - $12.1K
|
8.34K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
58+ 0.48% |
$9.06K - $11.7K
|
12.2K
$3.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
56+ 0.62% |
$8.75K - $11.3K
|
9.07K
$2.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
55+ 0.62% |
$8.59K - $11.1K
|
8.95K
$2.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
54New |
$8.44K - $10.9K
|
54
$17K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54+ 3.72% |
$8.44K - $10.9K
|
1.51K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
54+ 5.15% |
$8.44K - $10.9K
|
1.1K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
53+ 1.6% |
$8.28K - $10.7K
|
3.37K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
52+ 1.8% |
$8.13K - $10.5K
|
2.93K
$925K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
52+ 1.09% |
$8.13K - $10.5K
|
4.81K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 0.84% |
$8.13K - $10.5K
|
6.24K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
52+ 0.24% |
$8.13K - $10.5K
|
21.4K
$6.75M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
52+ 0.84% |
$8.13K - $10.5K
|
6.24K
$1.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
51+ 0.36% |
$7.97K - $10.3K
|
14.2K
$4.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
51New |
$7.97K - $10.3K
|
51
$16.1K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 0.24% |
$7.81K - $10.1K
|
20.8K
$6.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 3.92% |
$7.81K - $10.1K
|
1.33K
$418K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
48+ 1.7% |
$7.5K - $9.65K
|
2.88K
$908K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
48+ 1.7% |
$7.5K - $9.65K
|
2.88K
$908K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
47+ 0.73% |
$7.34K - $9.45K
|
6.53K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
47New |
$7.34K - $9.45K
|
47
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
47+ 3.48% |
$7.34K - $9.45K
|
1.4K
$440K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46+ 0.47% |
$7.19K - $9.25K
|
9.76K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
45New |
$7.03K - $9.05K
|
45
$14.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44+ 1.96% |
$6.88K - $8.85K
|
2.29K
$721K
|