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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.25% |
$1.88K - $2.41K
|
4.87K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
11New |
$1.72K - $2.21K
|
11
$3.49K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
11New |
$1.72K - $2.21K
|
11
$3.49K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 1.0% |
$1.72K - $2.21K
|
1.11K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
11+ 0.05% |
$1.72K - $2.21K
|
22.5K
$7.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
11New |
$1.72K - $2.21K
|
11
$3.49K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.08% |
$1.72K - $2.21K
|
13.3K
$4.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10+ 0.12% |
$1.56K - $2.01K
|
8.37K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
10+ 0.26% |
$1.56K - $2.01K
|
3.84K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
9+ 0.44% |
$1.41K - $1.81K
|
2.04K
$648K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 0.5% |
$1.25K - $1.61K
|
1.6K
$508K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
8+ 0.43% |
$1.25K - $1.61K
|
1.87K
$593K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
8+ 0.16% |
$1.25K - $1.61K
|
5.11K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7+ 53.85% |
$1.09K - $1.41K
|
20
$6.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7+ 0.21% |
$1.09K - $1.41K
|
3.32K
$1.05M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 14.89% |
$1.09K - $1.41K
|
54
$17.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.16% |
$938 - $1.21K
|
3.8K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
6+ 0.47% |
$938 - $1.21K
|
1.28K
$408K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 3.65% |
$781 - $1.01K
|
142
$45.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5+ 0.28% |
$781 - $1.01K
|
1.76K
$560K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.15% |
$781 - $1.01K
|
3.33K
$1.06M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.15% |
$781 - $1.01K
|
3.33K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4+ 0.08% |
$625 - $804
|
4.84K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4New |
$625 - $804
|
4
$1.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4+ 0.06% |
$625 - $804
|
7.11K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
3+ 0.18% |
$469 - $603
|
1.7K
$541K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.18% |
$469 - $603
|
1.63K
$518K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.51% |
$469 - $603
|
591
$188K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.04% |
$469 - $603
|
8.52K
$2.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2+ 0.02% |
$313 - $402
|
11.5K
$3.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$313 - $402
|
1.41K
$449K
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
2+ 1.71% |
$313 - $402
|
119
$37.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.16% |
$313 - $402
|
1.27K
$405K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 2.74% |
$313 - $402
|
75
$23.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$156 - $201
|
4.47K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.04% |
$156 - $201
|
2.5K
$792K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.08% |
$156 - $201
|
1.22K
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.23% |
$156 - $201
|
82
$26K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$156 - $201
|
7.21K
$2.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.08% |
$156 - $201
|
1.21K
$384K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1+ 0.02% |
$156 - $201
|
6.5K
$2.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.18% |
$156 - $201
|
569
$181K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
1+ 0.05% |
$156 - $201
|
1.86K
$589K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.49% |
$156 - $201
|
207
$65.7K
|
|
|
Jan 29, 2025
Q2 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.05% |
$156 - $201
|
1.95K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.7% |
$156 - $201
|
36
$11.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1- 0.14% |
$156 - $201
|
689
$219K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1- 1.59% |
$156 - $201
|
62
$19.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1- 0.04% |
$156 - $201
|
2.37K
$752K
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1- 0.01% |
$156 - $201
|
17.8K
$5.66M
|