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
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 75.0% |
$5.82K - $7.22K
|
10
$3.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-30- 0.89% |
$5.82K - $7.22K
|
3.33K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-31- 18.9% |
$6.01K - $7.47K
|
133
$41.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-32- 1.25% |
$6.21K - $7.71K
|
2.52K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-33- 3.17% |
$6.4K - $7.95K
|
1.01K
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-34- 4.2% |
$6.6K - $8.19K
|
775
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-36- 3.04% |
$6.98K - $8.67K
|
1.15K
$360K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-37- 18.5% |
$7.18K - $8.91K
|
163
$51K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-38- 70.37% |
$7.37K - $9.15K
|
16
$5.01K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-38- 16.1% |
$7.37K - $9.15K
|
198
$62K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-41- 1.48% |
$7.95K - $9.87K
|
2.74K
$857K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-42- 0.45% |
$8.15K - $10.1K
|
9.26K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.7% |
$8.15K - $10.1K
|
5.96K
$1.87M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-43- 3.99% |
$8.34K - $10.4K
|
1.04K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-44- 4.07% |
$8.54K - $10.6K
|
1.04K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-45- 0.69% |
$8.73K - $10.8K
|
6.45K
$2.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-46- 0.48% |
$8.92K - $11.1K
|
9.59K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47- 3.68% |
$9.12K - $11.3K
|
1.23K
$385K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-48- 1.82% |
$9.31K - $11.6K
|
2.6K
$813K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-48- 2.57% |
$9.31K - $11.6K
|
1.82K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-48- 3.81% |
$9.31K - $11.6K
|
1.21K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-49- 1.51% |
$9.51K - $11.8K
|
3.19K
$998K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 2.05% |
$9.7K - $12K
|
2.39K
$747K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-50- 3.56% |
$9.7K - $12K
|
1.36K
$424K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 0.57% |
$9.7K - $12K
|
8.75K
$2.74M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-50- 2.54% |
$9.7K - $12K
|
1.92K
$601K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-53- 1.15% |
$10.3K - $12.8K
|
4.56K
$1.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-54- 0.3% |
$10.5K - $13K
|
17.9K
$5.59M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-55- 2.38% |
$10.7K - $13.2K
|
2.26K
$707K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-55- 0.03% |
$10.7K - $13.2K
|
190K
$59.6M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-55- 2.98% |
$10.7K - $13.2K
|
1.79K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-55- 5.29% |
$10.7K - $13.2K
|
984
$308K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-56- 2.01% |
$10.9K - $13.5K
|
2.73K
$854K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-56- 1.81% |
$10.9K - $13.5K
|
3.04K
$950K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-56- 0.17% |
$10.9K - $13.5K
|
32.1K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-57- 2.29% |
$11.1K - $13.7K
|
2.43K
$760K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-57- 3.08% |
$11.1K - $13.7K
|
1.79K
$562K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-57- 1.23% |
$11.1K - $13.7K
|
4.57K
$1.43M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-60- 1.29% |
$11.6K - $14.4K
|
4.57K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-60- 3.37% |
$11.6K - $14.4K
|
1.72K
$538K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-63- 0.74% |
$12.2K - $15.2K
|
8.44K
$2.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-63- 0.26% |
$12.2K - $15.2K
|
24.5K
$7.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-63- 4.65% |
$12.2K - $15.2K
|
1.29K
$404K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-64- 5.69% |
$12.4K - $15.4K
|
1.06K
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-64- 2.22% |
$12.4K - $15.4K
|
2.82K
$883K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-64- 0.55% |
$12.4K - $15.4K
|
11.6K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-64- 33.86% |
$12.4K - $15.4K
|
125
$39.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-65- 2.67% |
$12.6K - $15.7K
|
2.37K
$742K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-65- 1.18% |
$12.6K - $15.7K
|
5.47K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-66- 5.4% |
$12.8K - $15.9K
|
1.16K
$362K
|