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 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.7% |
$8.31K - $10K
|
6K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
42+ 0.13% |
$8.31K - $10K
|
32.2K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
41New |
$8.11K - $9.76K
|
41
$15.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
40+ 5.33% |
$7.91K - $9.52K
|
791
$292K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40+ 0.3% |
$7.91K - $9.52K
|
13.6K
$5.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
40+ 3.93% |
$7.91K - $9.52K
|
1.06K
$391K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
39+ 0.46% |
$7.71K - $9.28K
|
8.58K
$3.17M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.89% |
$7.51K - $9.05K
|
4.31K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
38+ 0.64% |
$7.51K - $9.05K
|
6K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
36+ 0.51% |
$7.12K - $8.57K
|
7.14K
$2.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 3.13% |
$6.92K - $8.33K
|
1.16K
$427K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
35+ 0.55% |
$6.92K - $8.33K
|
6.44K
$2.38M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
34New |
$6.72K - $8.09K
|
34
$12.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
34+ 0.4% |
$6.72K - $8.09K
|
8.6K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33+ 1.37% |
$6.53K - $7.86K
|
2.44K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
33+ 8.59% |
$6.53K - $7.86K
|
417
$154K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
32+ 11.9% |
$6.33K - $7.62K
|
301
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
31New |
$6.13K - $7.38K
|
31
$11.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
30+ 2.74% |
$5.93K - $7.14K
|
1.12K
$416K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
30+ 2.37% |
$5.93K - $7.14K
|
1.3K
$480K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
29+ 0.69% |
$5.73K - $6.9K
|
4.26K
$1.57M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
29+ 1.91% |
$5.73K - $6.9K
|
1.55K
$573K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
27+ 1.03% |
$5.34K - $6.43K
|
2.65K
$980K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
27+ 0.46% |
$5.34K - $6.43K
|
5.9K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
27+ 12.92% |
$5.34K - $6.43K
|
236
$87.2K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26+ 2.43% |
$5.14K - $6.19K
|
1.1K
$405K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26+ 1.61% |
$5.14K - $6.19K
|
1.64K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
26+ 0.4% |
$5.14K - $6.19K
|
6.6K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 10.16% |
$4.94K - $5.95K
|
271
$100K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
25+ 1.92% |
$4.94K - $5.95K
|
1.33K
$492K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
25+ 0.46% |
$4.94K - $5.95K
|
5.51K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
25+ 58.14% |
$4.94K - $5.95K
|
68
$25.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
24+ 0.25% |
$4.75K - $5.71K
|
9.6K
$3.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
24+ 2.09% |
$4.75K - $5.71K
|
1.17K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24+ 1.79% |
$4.75K - $5.71K
|
1.36K
$504K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
23+ 0.52% |
$4.55K - $5.47K
|
4.45K
$1.64M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
23+ 0.37% |
$4.55K - $5.47K
|
6.28K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23+ 30.67% |
$4.55K - $5.47K
|
98
$36.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23+ 0.0% |
$4.55K - $5.47K
|
1.82M
$674M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
23+ 0.6% |
$4.55K - $5.47K
|
3.85K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
22+ 0.8% |
$4.35K - $5.24K
|
2.79K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21+ 0.45% |
$4.15K - $5K
|
4.73K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
21+ 1.71% |
$4.15K - $5K
|
1.25K
$462K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 9.3% |
$3.96K - $4.76K
|
235
$86.9K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
19+ 0.9% |
$3.76K - $4.52K
|
2.14K
$789K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
18+ 1.34% |
$3.56K - $4.28K
|
1.36K
$502K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
18+ 0.28% |
$3.56K - $4.28K
|
6.42K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
18+ 8.41% |
$3.56K - $4.28K
|
232
$85.8K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
18+ 1.34% |
$3.56K - $4.28K
|
1.36K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
17+ 0.71% |
$3.36K - $4.05K
|
2.4K
$888K
|