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 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55+ 3.68% |
$10.7K - $13.2K
|
1.55K
$486K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
BUY
|
- |
55+ 1.46% |
$10.7K - $13.2K
|
3.81K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
55+ 1.08% |
$10.7K - $13.2K
|
5.15K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
54+ 2.95% |
$10.5K - $13K
|
1.88K
$590K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
54+ 1.92% |
$10.5K - $13K
|
2.87K
$899K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
53+ 18.15% |
$10.3K - $12.8K
|
345
$108K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
51+ 6.8% |
$9.89K - $12.3K
|
801
$251K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
51New |
$9.89K - $12.3K
|
51
$16K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
50+ 5.0% |
$9.7K - $12K
|
1.05K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 33.33% |
$9.7K - $12K
|
200
$62.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
50+ 2.58% |
$9.7K - $12K
|
1.99K
$622K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
50New |
$9.7K - $12K
|
50
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
50+ 0.56% |
$9.7K - $12K
|
9.03K
$2.83M
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
50New |
$9.7K - $12K
|
50
$15.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50+ 17.61% |
$9.7K - $12K
|
334
$105K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
50New |
$9.7K - $12K
|
50
$15.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
49+ 3.81% |
$9.51K - $11.8K
|
1.33K
$418K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
49+ 3.35% |
$9.51K - $11.8K
|
1.51K
$474K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
49+ 3.81% |
$9.51K - $11.8K
|
1.33K
$418K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
48New |
$9.31K - $11.6K
|
48
$15K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
48+ 1.32% |
$9.31K - $11.6K
|
3.68K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
46+ 2.11% |
$8.92K - $11.1K
|
2.23K
$697K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
45+ 0.26% |
$8.73K - $10.8K
|
17.5K
$5.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45+ 1.83% |
$8.73K - $10.8K
|
2.5K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
45New |
$8.73K - $10.8K
|
45
$14.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
44+ 1.86% |
$8.54K - $10.6K
|
2.42K
$756K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 4.33% |
$8.54K - $10.6K
|
1.06K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
43+ 3.5% |
$8.34K - $10.4K
|
1.27K
$398K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
42+ 3.3% |
$8.15K - $10.1K
|
1.32K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
42+ 1.03% |
$8.15K - $10.1K
|
4.11K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
41+ 2.43% |
$7.95K - $9.87K
|
1.73K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
37+ 2.56% |
$7.18K - $8.91K
|
1.48K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
36+ 2.88% |
$6.98K - $8.67K
|
1.29K
$403K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
35+ 0.89% |
$6.79K - $8.43K
|
3.97K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
35+ 0.65% |
$6.79K - $8.43K
|
5.45K
$1.71M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
35+ 16.28% |
$6.79K - $8.43K
|
250
$78.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32+ 1.95% |
$6.21K - $7.71K
|
1.67K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 3.08% |
$6.21K - $7.71K
|
1.07K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
31+ 2.77% |
$6.01K - $7.47K
|
1.15K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
31+ 1.37% |
$6.01K - $7.47K
|
2.29K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
31+ 0.45% |
$6.01K - $7.47K
|
6.85K
$2.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
30+ 2.85% |
$5.82K - $7.22K
|
1.08K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
30+ 0.44% |
$5.82K - $7.22K
|
6.84K
$2.14M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
29+ 2.05% |
$5.63K - $6.98K
|
1.44K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
29+ 0.7% |
$5.63K - $6.98K
|
4.16K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.28% |
$5.43K - $6.74K
|
2.22K
$696K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 6.07% |
$5.04K - $6.26K
|
454
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 9.09% |
$5.04K - $6.26K
|
312
$97.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
26+ 0.99% |
$5.04K - $6.26K
|
2.65K
$829K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 15.85% |
$5.04K - $6.26K
|
190
$59.5K
|