Purchases and Sales Made in Q3 2024 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q3 2024. 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 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
132+ 19.85% |
$36K - $44K
|
797
$255K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
132New |
$36K - $44K
|
132
$42.2K
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
131+ 8.34% |
$35.7K - $43.6K
|
1.7K
$544K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
131+ 7.35% |
$35.7K - $43.6K
|
1.91K
$612K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
131+ 6.74% |
$35.7K - $43.6K
|
2.08K
$664K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
127+ 4.07% |
$34.6K - $42.3K
|
3.25K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
126+ 2.6% |
$34.3K - $42K
|
4.97K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
BUY
|
- |
126+ 2.05% |
$34.3K - $42K
|
6.29K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123+ 27.33% |
$33.5K - $41K
|
573
$183K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
122+ 6.99% |
$33.2K - $40.6K
|
1.87K
$597K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
122+ 28.77% |
$33.2K - $40.6K
|
546
$175K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
121+ 36.67% |
$33K - $40.3K
|
451
$144K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
121+ 9.16% |
$33K - $40.3K
|
1.44K
$461K
|
|
Nov 13, 2024
Q3 2024
|
Lansdowne Partners (Uk) LLP
London, X0 |
BUY
|
- |
121+ 0.13% |
$33K - $40.3K
|
90K
$28.8M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
118+ 0.72% |
$32.2K - $39.3K
|
16.4K
$5.25M
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
116New |
$31.6K - $38.6K
|
116
$37.1K
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
115+ 4.52% |
$31.3K - $38.3K
|
2.66K
$851K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
113+ 9.45% |
$30.8K - $37.6K
|
1.31K
$419K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
112New |
$30.5K - $37.3K
|
112
$35.8K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
111+ 1.37% |
$30.2K - $37K
|
8.23K
$2.63M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
110+ 4.47% |
$30K - $36.6K
|
2.57K
$823K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
107+ 1.36% |
$29.2K - $35.6K
|
8K
$2.56M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
107New |
$29.2K - $35.6K
|
107
$34.2K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
107+ 5.71% |
$29.2K - $35.6K
|
1.98K
$634K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
103+ 1.44% |
$28.1K - $34.3K
|
7.27K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 9.07% |
$27.3K - $33.3K
|
1.2K
$385K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 9.28% |
$27.3K - $33.3K
|
1.18K
$377K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 1.58% |
$27.3K - $33.3K
|
6.44K
$2.06M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 12.84% |
$27.3K - $33.3K
|
879
$281K
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100New |
$27.3K - $33.3K
|
100
$32K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 4.3% |
$27.3K - $33.3K
|
2.42K
$775K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 1.63% |
$26.7K - $32.6K
|
6.11K
$1.95M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
97+ 0.42% |
$26.4K - $32.3K
|
23.1K
$7.4M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
95+ 11.67% |
$25.9K - $31.6K
|
909
$291K
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
95+ 1.21% |
$25.9K - $31.6K
|
7.94K
$2.54M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
93+ 3.48% |
$25.3K - $31K
|
2.76K
$884K
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
92+ 2.87% |
$25.1K - $30.6K
|
3.3K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
92New |
$25.1K - $30.6K
|
92
$29.4K
|
|
Nov 12, 2024
Q3 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
90+ 0.05% |
$24.5K - $30K
|
164K
$52.6M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
88+ 11.58% |
$24K - $29.3K
|
848
$271K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
87+ 102.35% |
$23.7K - $29K
|
172
$55K
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
86+ 4.5% |
$23.4K - $28.6K
|
2K
$639K
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
86+ 0.67% |
$23.4K - $28.6K
|
13K
$4.14M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
86+ 2.8% |
$23.4K - $28.6K
|
3.15K
$1.01M
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
85+ 0.58% |
$23.2K - $28.3K
|
14.7K
$4.7M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
82+ 11.82% |
$22.3K - $27.3K
|
776
$248K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
82+ 4.98% |
$22.3K - $27.3K
|
1.73K
$553K
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
80+ 3.14% |
$21.8K - $26.6K
|
2.63K
$840K
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
79+ 2.95% |
$21.5K - $26.3K
|
2.76K
$882K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
79+ 19.27% |
$21.5K - $26.3K
|
489
$156K
|