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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
26+ 2.38% |
$5.04K - $6.26K
|
1.12K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
25+ 2.01% |
$4.85K - $6.02K
|
1.27K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
24+ 0.82% |
$4.66K - $5.78K
|
2.96K
$926K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 2.36% |
$4.46K - $5.54K
|
996
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 1.52% |
$4.46K - $5.54K
|
1.54K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
23+ 0.53% |
$4.46K - $5.54K
|
4.4K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
23+ 6.55% |
$4.46K - $5.54K
|
374
$117K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
22+ 1.88% |
$4.27K - $5.3K
|
1.19K
$374K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 2.19% |
$4.27K - $5.3K
|
1.03K
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
22+ 0.16% |
$4.27K - $5.3K
|
13.4K
$4.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
22+ 1.28% |
$4.27K - $5.3K
|
1.74K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21New |
$4.07K - $5.06K
|
21
$6.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
21New |
$4.07K - $5.06K
|
21
$6.57K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
19New |
$3.69K - $4.58K
|
19
$5.95K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
18+ 1.3% |
$3.49K - $4.33K
|
1.4K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
18+ 1.59% |
$3.49K - $4.33K
|
1.15K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
18+ 1.15% |
$3.49K - $4.33K
|
1.58K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18+ 0.36% |
$3.49K - $4.33K
|
4.96K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
17+ 0.86% |
$3.3K - $4.09K
|
1.99K
$622K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17+ 0.61% |
$3.3K - $4.09K
|
2.79K
$873K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
17+ 9.6% |
$3.3K - $4.09K
|
194
$60.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 2.07% |
$3.1K - $3.85K
|
788
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
16+ 0.59% |
$3.1K - $3.85K
|
2.73K
$856K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
14New |
$2.72K - $3.37K
|
14
$4.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
14+ 0.29% |
$2.72K - $3.37K
|
4.9K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14+ 0.08% |
$2.72K - $3.37K
|
16.7K
$5.21M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 20.29% |
$2.72K - $3.37K
|
83
$26K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
13New |
$2.52K - $3.13K
|
13
$4.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13+ 1.02% |
$2.52K - $3.13K
|
1.29K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13+ 0.23% |
$2.52K - $3.13K
|
5.57K
$1.74M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
13New |
$2.52K - $3.13K
|
13
$4.07K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12+ 10.81% |
$2.33K - $2.89K
|
123
$38.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
11+ 0.23% |
$2.13K - $2.65K
|
4.81K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11+ 1.0% |
$2.13K - $2.65K
|
1.11K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10+ 0.13% |
$1.94K - $2.41K
|
7.84K
$2.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.18% |
$1.75K - $2.17K
|
4.96K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
9+ 75.0% |
$1.75K - $2.17K
|
21
$6.57K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9+ 0.29% |
$1.75K - $2.17K
|
3.14K
$983K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9New |
$1.75K - $2.17K
|
9
$2.82K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
8+ 0.09% |
$1.55K - $1.93K
|
8.68K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
8+ 0.85% |
$1.55K - $1.93K
|
945
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8+ 0.44% |
$1.55K - $1.93K
|
1.84K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8+ 0.34% |
$1.55K - $1.93K
|
2.37K
$741K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 4.27% |
$1.36K - $1.69K
|
171
$53.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 2.44% |
$1.36K - $1.69K
|
294
$92K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
7+ 70.0% |
$1.36K - $1.69K
|
17
$5.32K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
6New |
$1.16K - $1.44K
|
6
$1.88K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6+ 0.21% |
$1.16K - $1.44K
|
2.82K
$883K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
6+ 0.21% |
$1.16K - $1.44K
|
2.93K
$916K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6New |
$1.16K - $1.44K
|
6
$1.88K
|