Purchases and Sales Made in Q4 2023 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
878New |
$170K - $211K
|
878
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
875New |
$170K - $211K
|
875
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
875New |
$170K - $211K
|
875
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
872New |
$169K - $210K
|
872
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
870New |
$169K - $210K
|
870
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
869+ 24.38% |
$169K - $209K
|
4.43K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
865New |
$168K - $208K
|
865
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
865+ 3.94% |
$168K - $208K
|
22.8K
$7.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
863+ 8.58% |
$167K - $208K
|
10.9K
$3.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
862New |
$167K - $208K
|
862
$270K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
861New |
$167K - $207K
|
861
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
860New |
$167K - $207K
|
860
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
860New |
$167K - $207K
|
860
$269K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
858New |
$166K - $207K
|
858
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
855+ 0.51% |
$166K - $206K
|
170K
$53.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
855New |
$166K - $206K
|
855
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
853New |
$165K - $205K
|
853
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
853New |
$165K - $205K
|
853
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
852New |
$165K - $205K
|
852
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
852New |
$165K - $205K
|
852
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
843New |
$164K - $203K
|
843
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
842New |
$163K - $203K
|
842
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
840New |
$163K - $202K
|
840
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
840New |
$163K - $202K
|
840
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
836New |
$162K - $201K
|
836
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
832+ 7.13% |
$161K - $200K
|
12.5K
$3.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
830New |
$161K - $200K
|
830
$260K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
820New |
$159K - $197K
|
820
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
809New |
$157K - $195K
|
809
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
799New |
$155K - $192K
|
799
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
792+ 6.91% |
$154K - $191K
|
12.3K
$3.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
780New |
$151K - $188K
|
780
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
754+ 9.08% |
$146K - $182K
|
9.05K
$2.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
754+ 8.12% |
$146K - $182K
|
10K
$3.14M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
744+ 4.3% |
$144K - $179K
|
18K
$5.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
740+ 1.04% |
$144K - $178K
|
71.8K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
735+ 21.99% |
$143K - $177K
|
4.08K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
720+ 6.08% |
$140K - $173K
|
12.6K
$3.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
717+ 322.97% |
$139K - $173K
|
939
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
716New |
$139K - $172K
|
716
$224K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
711+ 269.32% |
$138K - $171K
|
975
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
710+ 10.07% |
$138K - $171K
|
7.76K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
700+ 0.2% |
$136K - $169K
|
343K
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
698New |
$135K - $168K
|
698
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
698+ 66.41% |
$135K - $168K
|
1.75K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
698+ 20.82% |
$135K - $168K
|
4.05K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
690+ 4.13% |
$134K - $166K
|
17.4K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
690+ 10.78% |
$134K - $166K
|
7.09K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
689+ 5.25% |
$134K - $166K
|
13.8K
$4.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
682+ 3.06% |
$132K - $164K
|
23K
$7.2M
|