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 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 2.23% |
$1.16K - $1.44K
|
275
$86.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6New |
$1.16K - $1.44K
|
6
$1.88K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.04% |
$970 - $1.2K
|
13.7K
$4.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5+ 16.67% |
$970 - $1.2K
|
35
$11K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.39% |
$970 - $1.2K
|
1.29K
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.53% |
$970 - $1.2K
|
952
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5+ 0.27% |
$970 - $1.2K
|
1.84K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
5+ 0.45% |
$970 - $1.2K
|
1.13K
$352K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
5+ 0.41% |
$970 - $1.2K
|
1.21K
$380K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$970 - $1.2K
|
5
$1.57K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 5.41% |
$776 - $963
|
78
$24.4K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
4+ 0.05% |
$776 - $963
|
8.24K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$776 - $963
|
1.35K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.4% |
$776 - $963
|
1.01K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4+ 0.97% |
$776 - $963
|
415
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3+ 0.12% |
$582 - $722
|
2.47K
$774K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.51% |
$582 - $722
|
596
$187K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 7.5% |
$582 - $722
|
43
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.24% |
$582 - $722
|
1.28K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.27% |
$582 - $722
|
1.13K
$353K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.09% |
$582 - $722
|
3.42K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.12% |
$582 - $722
|
2.56K
$800K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$388 - $482
|
2.15K
$674K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.48% |
$194 - $241
|
209
$65.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1+ 0.02% |
$194 - $241
|
4.28K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.81% |
$194 - $241
|
125
$39.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.19% |
$194 - $241
|
515
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.29% |
$194 - $241
|
346
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$194 - $241
|
3.74K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.43% |
$194 - $241
|
233
$72.9K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1- 0.06% |
$194 - $241
|
1.7K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1- 0.04% |
$194 - $241
|
2.66K
$832K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.01% |
$194 - $241
|
8.75K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1- 0.02% |
$194 - $241
|
4.29K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 5.26% |
$388 - $482
|
36
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2- 0.01% |
$388 - $482
|
19.1K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2- 0.07% |
$388 - $482
|
2.81K
$878K
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2- 0.01% |
$388 - $482
|
19.1K
$5.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.13% |
$582 - $722
|
2.3K
$720K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3- 0.32% |
$582 - $722
|
939
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3- 0.07% |
$582 - $722
|
4.44K
$1.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- -0.0% |
$776 - $963
|
96.7K
$30.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-5- 0.1% |
$970 - $1.2K
|
5.22K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 2.37% |
$970 - $1.2K
|
206
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.24% |
$970 - $1.2K
|
2.08K
$651K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5- 6.76% |
$970 - $1.2K
|
69
$21.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$1.16K - $1.44K
|
29.1K
$9.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6- 0.09% |
$1.16K - $1.44K
|
6.69K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-6- 0.19% |
$1.16K - $1.44K
|
3.15K
$986K
|