Purchases and Sales Made in Q3 2023 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
169+ 164.08% |
$33.4K - $40.2K
|
272
$101K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
169+ 164.08% |
$33.4K - $40.2K
|
272
$101K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
168+ 0.91% |
$33.2K - $40K
|
18.5K
$6.85M
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
165+ 1.53% |
$32.6K - $39.3K
|
11K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
163+ 8.67% |
$32.2K - $38.8K
|
2.04K
$755K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
161+ 9.99% |
$31.8K - $38.3K
|
1.77K
$655K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
155+ 4.43% |
$30.7K - $36.9K
|
3.66K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
153+ 96.23% |
$30.3K - $36.4K
|
312
$115K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
152+ 3.66% |
$30.1K - $36.2K
|
4.3K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
152+ 2.41% |
$30.1K - $36.2K
|
6.47K
$2.39M
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
150New |
$29.7K - $35.7K
|
150
$55.5K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 6.24% |
$29.7K - $35.7K
|
2.55K
$944K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
147+ 8.54% |
$29.1K - $35K
|
1.87K
$691K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
147+ 2.36% |
$29.1K - $35K
|
6.39K
$2.36M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
147+ 2.36% |
$29.1K - $35K
|
6.39K
$2.36M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
146+ 1.69% |
$28.9K - $34.8K
|
8.8K
$3.25M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137+ 96.48% |
$27.1K - $32.6K
|
279
$103K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
132+ 34.74% |
$26.1K - $31.4K
|
512
$189K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
126+ 9.56% |
$24.9K - $30K
|
1.44K
$534K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
126+ 4.57% |
$24.9K - $30K
|
2.89K
$1.07M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
123+ 1.26% |
$24.3K - $29.3K
|
9.88K
$3.65M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
122+ 7.37% |
$24.1K - $29K
|
1.78K
$657K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119+ 2.16% |
$23.5K - $28.3K
|
5.63K
$2.08M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
118+ 6.65% |
$23.3K - $28.1K
|
1.89K
$699K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
117+ 7.16% |
$23.1K - $27.9K
|
1.75K
$647K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
117+ 8.38% |
$23.1K - $27.9K
|
1.51K
$560K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
117+ 68.82% |
$23.1K - $27.9K
|
287
$106K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
114+ 5.31% |
$22.5K - $27.1K
|
2.26K
$835K
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
113+ 2.21% |
$22.3K - $26.9K
|
5.22K
$1.93M
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
113+ 10.15% |
$22.3K - $26.9K
|
1.23K
$453K
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
111+ 10.25% |
$22K - $26.4K
|
1.19K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
109+ 4.84% |
$21.6K - $25.9K
|
2.36K
$872K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
108+ 3.57% |
$21.4K - $25.7K
|
3.13K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
108New |
$21.4K - $25.7K
|
108
$39.9K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
108+ 9.73% |
$21.4K - $25.7K
|
1.22K
$450K
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
107+ 0.55% |
$21.2K - $25.5K
|
19.7K
$7.27M
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
106New |
$21K - $25.2K
|
106
$39.2K
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
102+ 4.15% |
$20.2K - $24.3K
|
2.56K
$946K
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
101+ 0.83% |
$20K - $24K
|
12.3K
$4.55M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 2.39% |
$19.8K - $23.8K
|
4.29K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
100+ 0.62% |
$19.8K - $23.8K
|
16.3K
$6.01M
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$19.4K - $23.3K
|
46.6K
$17.2M
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
97+ 5.19% |
$19.2K - $23.1K
|
1.97K
$726K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
96New |
$19K - $22.9K
|
96
$35.5K
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
95+ 3.76% |
$18.8K - $22.6K
|
2.62K
$970K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
95+ 1.83% |
$18.8K - $22.6K
|
5.28K
$1.95M
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
94+ 5.03% |
$18.6K - $22.4K
|
1.96K
$726K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
93+ 0.1% |
$18.4K - $22.1K
|
96.7K
$35.7M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
91+ 69.47% |
$18K - $21.7K
|
222
$82.1K
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
90+ 2.34% |
$17.8K - $21.4K
|
3.94K
$1.46M
|