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 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-347- 22.74% |
$67.3K - $83.6K
|
1.18K
$369K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-357- 44.96% |
$69.3K - $86K
|
437
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-359- 5.04% |
$69.6K - $86.5K
|
6.76K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-375- 4.0% |
$72.7K - $90.3K
|
8.99K
$2.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-377- 1.31% |
$73.1K - $90.8K
|
28.5K
$8.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-392- 8.73% |
$76K - $94.4K
|
4.1K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-393- 2.54% |
$76.2K - $94.6K
|
15.1K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-395- 0.18% |
$76.6K - $95.1K
|
214K
$67.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-400- 30.94% |
$77.6K - $96.3K
|
893
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-407- 16.14% |
$79K - $98K
|
2.11K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-410- 68.68% |
$79.5K - $98.7K
|
187
$58.5K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-411- 3.33% |
$79.7K - $99K
|
11.9K
$3.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-415- 0.82% |
$80.5K - $99.9K
|
50K
$15.7M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-416- 15.42% |
$80.7K - $100K
|
2.28K
$714K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-420- 22.34% |
$81.5K - $101K
|
1.46K
$457K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-424- 26.37% |
$82.3K - $102K
|
1.18K
$371K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-425- 42.5% |
$82.4K - $102K
|
575
$180K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-426- 22.52% |
$82.6K - $103K
|
1.47K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-431- 5.32% |
$83.6K - $104K
|
7.67K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-433- 2.45% |
$84K - $104K
|
17.3K
$5.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-434- 64.3% |
$84.2K - $105K
|
241
$75.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-436- 58.29% |
$84.6K - $105K
|
312
$97.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-442- 1.93% |
$85.7K - $106K
|
22.5K
$7.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-450- 18.73% |
$87.3K - $108K
|
1.95K
$611K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-454- 1.44% |
$88.1K - $109K
|
31.1K
$9.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-455- 1.74% |
$88.3K - $110K
|
25.8K
$8.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-460- 2.82% |
$89.2K - $111K
|
15.9K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-460- 19.08% |
$89.2K - $111K
|
1.95K
$611K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-463- 0.52% |
$89.8K - $111K
|
89.2K
$27.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-463- 1.82% |
$89.8K - $111K
|
25K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-463- 0.59% |
$89.8K - $111K
|
78K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-471- 19.05% |
$91.4K - $113K
|
2K
$627K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-474- 6.79% |
$92K - $114K
|
6.51K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-478- 5.56% |
$92.7K - $115K
|
8.12K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-482- 16.12% |
$93.5K - $116K
|
2.51K
$785K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-485- 3.19% |
$94.1K - $117K
|
14.7K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-491- 0.9% |
$95.2K - $118K
|
53.8K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-499- 8.67% |
$96.8K - $120K
|
5.26K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-500- 10.2% |
$97K - $120K
|
4.4K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-500- 8.33% |
$97K - $120K
|
5.5K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-502- 3.39% |
$97.4K - $121K
|
14.3K
$4.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-509- 10.85% |
$98.7K - $123K
|
4.18K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-510- 14.17% |
$98.9K - $123K
|
3.09K
$967K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-518- 37.84% |
$100K - $125K
|
851
$266K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-522- 1.92% |
$101K - $126K
|
26.7K
$8.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-524- 2.8% |
$102K - $126K
|
18.2K
$5.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-534- 5.66% |
$104K - $129K
|
8.9K
$2.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-537- 3.22% |
$104K - $129K
|
16.2K
$5.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-548- 7.23% |
$106K - $132K
|
7.04K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-550- 5.75% |
$107K - $132K
|
9.01K
$2.82M
|