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 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
86+ 3.49% |
$17K - $20.5K
|
2.55K
$943K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
86+ 1.2% |
$17K - $20.5K
|
7.24K
$2.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
83+ 4.38% |
$16.4K - $19.8K
|
1.98K
$732K
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
83+ 0.21% |
$16.4K - $19.8K
|
40.5K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
82+ 5.8% |
$16.2K - $19.5K
|
1.5K
$553K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
81+ 270.0% |
$16K - $19.3K
|
111
$41K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
81+ 5.06% |
$16K - $19.3K
|
1.68K
$621K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
80+ 8.04% |
$15.8K - $19K
|
1.08K
$397K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
80+ 7.23% |
$15.8K - $19K
|
1.19K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
79+ 6.26% |
$15.6K - $18.8K
|
1.34K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
78+ 1.82% |
$15.4K - $18.6K
|
4.37K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
78+ 1.6% |
$15.4K - $18.6K
|
4.95K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
76+ 0.18% |
$15K - $18.1K
|
41.5K
$15.3M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
76+ 0.18% |
$15K - $18.1K
|
41.5K
$15.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
75+ 2.19% |
$14.8K - $17.9K
|
3.5K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
75+ 12.73% |
$14.8K - $17.9K
|
664
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
75+ 5.01% |
$14.8K - $17.9K
|
1.57K
$581K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
75+ 5.35% |
$14.8K - $17.9K
|
1.48K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
74+ 0.71% |
$14.6K - $17.6K
|
10.5K
$3.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
73+ 1.1% |
$14.4K - $17.4K
|
6.69K
$2.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 0.64% |
$14K - $16.9K
|
11.1K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
71+ 3.1% |
$14K - $16.9K
|
2.36K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
71+ 4.7% |
$14K - $16.9K
|
1.58K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
69+ 1.47% |
$13.6K - $16.4K
|
4.75K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
68+ 4.87% |
$13.4K - $16.2K
|
1.46K
$541K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
67+ 0.34% |
$13.2K - $15.9K
|
19.7K
$7.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
66+ 5.75% |
$13.1K - $15.7K
|
1.21K
$448K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
65+ 1.86% |
$12.9K - $15.5K
|
3.56K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
63+ 0.53% |
$12.5K - $15K
|
12K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
63+ 0.56% |
$12.5K - $15K
|
11.3K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
61New |
$12.1K - $14.5K
|
61
$22.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
60+ 0.07% |
$11.9K - $14.3K
|
89.8K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58+ 5.59% |
$11.5K - $13.8K
|
1.1K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
57New |
$11.3K - $13.6K
|
57
$21.1K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57+ 1.25% |
$11.3K - $13.6K
|
4.63K
$1.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
56New |
$11.1K - $13.3K
|
56
$20.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
56+ 0.54% |
$11.1K - $13.3K
|
10.4K
$3.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
56New |
$11.1K - $13.3K
|
56
$20.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
55+ 3.19% |
$10.9K - $13.1K
|
1.78K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55+ 3.22% |
$10.9K - $13.1K
|
1.77K
$653K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
54+ 1.55% |
$10.7K - $12.9K
|
3.53K
$1.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
53+ 1.46% |
$10.5K - $12.6K
|
3.69K
$1.37M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
53+ 0.1% |
$10.5K - $12.6K
|
55.8K
$20.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
51+ 2.86% |
$10.1K - $12.1K
|
1.84K
$679K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
50+ 2.61% |
$9.89K - $11.9K
|
1.97K
$726K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
50+ 10.82% |
$9.89K - $11.9K
|
512
$189K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
50New |
$9.89K - $11.9K
|
50
$18.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
48New |
$9.49K - $11.4K
|
48
$17.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
45+ 0.87% |
$8.9K - $10.7K
|
5.24K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
43+ 1.35% |
$8.5K - $10.2K
|
3.24K
$1.2M
|