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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17+ 73.91% |
$3.36K - $4.05K
|
40
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
17+ 1.35% |
$3.36K - $4.05K
|
1.28K
$416K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
16+ 1.54% |
$3.16K - $3.81K
|
1.05K
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 0.57% |
$3.16K - $3.81K
|
2.82K
$920K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 0.2% |
$2.97K - $3.57K
|
7.4K
$2.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15+ 0.52% |
$2.97K - $3.57K
|
2.9K
$948K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15+ 5.54% |
$2.97K - $3.57K
|
286
$93.4K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 27.78% |
$2.97K - $3.57K
|
69
$22.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14+ 17.5% |
$2.77K - $3.33K
|
94
$30.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14+ 1.21% |
$2.77K - $3.33K
|
1.18K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14New |
$2.77K - $3.33K
|
14
$4.57K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 54.17% |
$2.57K - $3.09K
|
37
$12.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 6.57% |
$2.57K - $3.09K
|
211
$68.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
12New |
$2.37K - $2.86K
|
12
$3.92K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.19% |
$2.37K - $2.86K
|
6.48K
$2.12M
|
|
|
Jan 29, 2025
Q3 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
12+ 0.61% |
$2.37K - $2.86K
|
1.97K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
11New |
$2.18K - $2.62K
|
11
$3.59K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
11+ 0.47% |
$2.18K - $2.62K
|
2.37K
$774K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.56% |
$2.18K - $2.62K
|
1.97K
$643K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
11+ 0.85% |
$2.18K - $2.62K
|
1.31K
$428K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 1.06% |
$2.18K - $2.62K
|
1.05K
$343K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.2% |
$1.98K - $2.38K
|
4.95K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10New |
$1.98K - $2.38K
|
10
$3.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9+ 0.18% |
$1.78K - $2.14K
|
5.09K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9+ 0.36% |
$1.78K - $2.14K
|
2.5K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 0.27% |
$1.78K - $2.14K
|
3.34K
$1.09M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.75% |
$1.78K - $2.14K
|
1.22K
$397K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8+ 0.76% |
$1.58K - $1.9K
|
1.06K
$346K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8+ 0.64% |
$1.58K - $1.9K
|
1.25K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8+ 0.12% |
$1.58K - $1.9K
|
6.45K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.46% |
$1.38K - $1.67K
|
1.52K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
6+ 0.17% |
$1.19K - $1.43K
|
3.46K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.76% |
$989 - $1.19K
|
664
$217K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
5+ 0.13% |
$989 - $1.19K
|
3.8K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$989 - $1.19K
|
5
$1.63K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.39% |
$989 - $1.19K
|
1.29K
$421K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.08% |
$989 - $1.19K
|
6.14K
$2M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5+ 166.67% |
$989 - $1.19K
|
8
$2.61K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.33% |
$791 - $952
|
1.22K
$399K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
4+ 25.0% |
$791 - $952
|
20
$6.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.1% |
$791 - $952
|
4.1K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.14% |
$593 - $714
|
2.08K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.03% |
$593 - $714
|
11.4K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$396 - $476
|
11.3K
$3.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.34% |
$396 - $476
|
593
$194K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.56% |
$396 - $476
|
38
$12.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$396 - $476
|
4.43K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.16% |
$396 - $476
|
1.28K
$417K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$198 - $238
|
4.47K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.48% |
$198 - $238
|
208
$67.9K
|