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 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-67- 5.05% |
$13K - $16.1K
|
1.26K
$394K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-68- 0.43% |
$13.2K - $16.4K
|
15.7K
$4.91M
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-68- 0.73% |
$13.2K - $16.4K
|
9.2K
$2.88M
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-68- 0.16% |
$13.2K - $16.4K
|
43.6K
$13.7M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-70- 1.08% |
$13.6K - $16.9K
|
6.41K
$2.01M
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-70- 4.56% |
$13.6K - $16.9K
|
1.47K
$459K
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-74- 1.03% |
$14.4K - $17.8K
|
7.13K
$2.23M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-74- 1.49% |
$14.4K - $17.8K
|
4.88K
$1.53M
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-75- 0.51% |
$14.5K - $18.1K
|
14.6K
$4.58M
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-75- 1.69% |
$14.5K - $18.1K
|
4.35K
$1.36M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 11.3% |
$14.5K - $18.1K
|
589
$184K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-75- 1.68% |
$14.5K - $18.1K
|
4.39K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 2.0% |
$14.5K - $18.1K
|
3.68K
$1.15M
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-76- 2.58% |
$14.7K - $18.3K
|
2.87K
$897K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-84- 87.5% |
$16.3K - $20.2K
|
12
$3.76K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-84- 1.37% |
$16.3K - $20.2K
|
6.05K
$1.89M
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-84- 0.19% |
$16.3K - $20.2K
|
44.6K
$14M
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-85- 0.82% |
$16.5K - $20.5K
|
10.2K
$3.2M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-85- 1.28% |
$16.5K - $20.5K
|
6.57K
$2.06M
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-86- 1.2% |
$16.7K - $20.7K
|
7.11K
$2.23M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-86- 6.24% |
$16.7K - $20.7K
|
1.29K
$405K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-87- 3.28% |
$16.9K - $21K
|
2.56K
$803K
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-89- 3.79% |
$17.3K - $21.4K
|
2.26K
$707K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-89- 0.14% |
$17.3K - $21.4K
|
61.8K
$19.3M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-90- 18.71% |
$17.5K - $21.7K
|
391
$122K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-90- 3.61% |
$17.5K - $21.7K
|
2.4K
$751K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-91- 1.07% |
$17.7K - $21.9K
|
8.39K
$2.63M
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-92- 0.53% |
$17.8K - $22.2K
|
17.4K
$5.44M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-93- 3.93% |
$18K - $22.4K
|
2.28K
$712K
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-93- 5.62% |
$18K - $22.4K
|
1.56K
$489K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-95- 8.22% |
$18.4K - $22.9K
|
1.06K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-96- 1.53% |
$18.6K - $23.1K
|
6.2K
$1.94M
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-97- 9.85% |
$18.8K - $23.4K
|
888
$278K
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-99- 0.79% |
$19.2K - $23.8K
|
12.4K
$3.89M
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-100- 3.33% |
$19.4K - $24.1K
|
2.91K
$910K
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-100- 6.37% |
$19.4K - $24.1K
|
1.47K
$460K
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-100- 1.12% |
$19.4K - $24.1K
|
8.81K
$2.76M
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 8.8% |
$19.4K - $24.1K
|
1.04K
$324K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-101- 3.61% |
$19.6K - $24.3K
|
2.7K
$845K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-101- 2.19% |
$19.6K - $24.3K
|
4.51K
$1.41M
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-101- 9.67% |
$19.6K - $24.3K
|
943
$295K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-102- 52.58% |
$19.8K - $24.6K
|
92
$28.8K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-104- 10.69% |
$20.2K - $25K
|
869
$272K
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-104- 77.61% |
$20.2K - $25K
|
30
$9.39K
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-104- 5.17% |
$20.2K - $25K
|
1.91K
$597K
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-105- 0.83% |
$20.4K - $25.3K
|
12.5K
$3.92M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-106- 7.69% |
$20.6K - $25.5K
|
1.27K
$399K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-108- 1.72% |
$21K - $26K
|
6.18K
$1.93M
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-108- 4.53% |
$21K - $26K
|
2.27K
$712K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-108- 5.25% |
$21K - $26K
|
1.95K
$610K
|