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
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-108- 10.8% |
$21K - $26K
|
892
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-109- 0.97% |
$21.1K - $26.2K
|
11.1K
$3.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-112- 1.32% |
$21.7K - $27K
|
8.39K
$2.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-112- 1.44% |
$21.7K - $27K
|
7.69K
$2.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-113- 2.22% |
$21.9K - $27.2K
|
4.98K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-113- 8.19% |
$21.9K - $27.2K
|
1.27K
$397K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-114- 1.77% |
$22.1K - $27.5K
|
6.32K
$1.98M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-114- 0.53% |
$22.1K - $27.5K
|
21.6K
$6.75M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-118- 5.53% |
$22.9K - $28.4K
|
2.02K
$631K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-120- 12.23% |
$23.3K - $28.9K
|
861
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-120- 4.01% |
$23.3K - $28.9K
|
2.87K
$898K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-120- 10.82% |
$23.3K - $28.9K
|
989
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-121- 2.4% |
$23.5K - $29.1K
|
4.92K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-122- 4.65% |
$23.7K - $29.4K
|
2.5K
$783K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-123- 0.62% |
$23.9K - $29.6K
|
19.6K
$6.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-123- 12.47% |
$23.9K - $29.6K
|
863
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-124- 0.24% |
$24.1K - $29.9K
|
51.7K
$16.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-125- 1.02% |
$24.2K - $30.1K
|
12.1K
$3.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-125- 4.66% |
$24.2K - $30.1K
|
2.56K
$801K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-125- 1.11% |
$24.2K - $30.1K
|
11.1K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-127- 8.6% |
$24.6K - $30.6K
|
1.35K
$422K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-129- 3.3% |
$25K - $31.1K
|
3.79K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-129- 36.65% |
$25K - $31.1K
|
223
$69.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-132- 5.97% |
$25.6K - $31.8K
|
2.08K
$651K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-132- 25.78% |
$25.6K - $31.8K
|
380
$119K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-132- 25.78% |
$25.6K - $31.8K
|
380
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-135- 4.3% |
$26.2K - $32.5K
|
3.01K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-136- 4.18% |
$26.4K - $32.8K
|
3.12K
$975K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-138- 3.88% |
$26.8K - $33.2K
|
3.42K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-138- 2.03% |
$26.8K - $33.2K
|
6.65K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-143- 2.62% |
$27.7K - $34.4K
|
5.31K
$1.66M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-143- 0.08% |
$27.7K - $34.4K
|
186K
$58.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-146- 3.57% |
$28.3K - $35.2K
|
3.95K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-149- 6.02% |
$28.9K - $35.9K
|
2.33K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-150- 0.54% |
$29.1K - $36.1K
|
27.6K
$8.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-150- 2.94% |
$29.1K - $36.1K
|
4.96K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-152- 4.19% |
$29.5K - $36.6K
|
3.48K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-155- 0.57% |
$30.1K - $37.3K
|
27.1K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-158- 3.02% |
$30.7K - $38K
|
5.08K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-159- 10.12% |
$30.8K - $38.3K
|
1.41K
$442K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-160- 2.5% |
$31K - $38.5K
|
6.25K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-165- 14.47% |
$32K - $39.7K
|
975
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-166- 15.56% |
$32.2K - $40K
|
901
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-166- 0.81% |
$32.2K - $40K
|
20.3K
$6.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-169- 18.67% |
$32.8K - $40.7K
|
736
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-171- 2.73% |
$33.2K - $41.2K
|
6.1K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-175- 16.4% |
$33.9K - $42.1K
|
892
$279K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-176- 11.75% |
$34.1K - $42.4K
|
1.32K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-176- 4.82% |
$34.1K - $42.4K
|
3.48K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-178- 4.04% |
$34.5K - $42.9K
|
4.23K
$1.32M
|