Purchases and Sales Made in Q4 2024 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q4 2024. 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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5+ 0.12% |
$1.63K - $1.89K
|
4.02K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5+ 0.22% |
$1.63K - $1.89K
|
2.27K
$721K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
4+ 0.47% |
$1.31K - $1.51K
|
852
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 4.4% |
$1.31K - $1.51K
|
95
$30.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3+ 0.32% |
$981 - $1.13K
|
931
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
2+ 0.18% |
$654 - $755
|
1.1K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.39% |
$654 - $755
|
516
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2+ 0.13% |
$654 - $755
|
1.59K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.06% |
$654 - $755
|
3.25K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.14% |
$327 - $378
|
699
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$327 - $378
|
1.55K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1+ 0.15% |
$327 - $378
|
664
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.15% |
$327 - $378
|
669
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.2% |
$327 - $378
|
84
$26.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.07% |
$327 - $378
|
1.4K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$327 - $378
|
4.22K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1- 0.08% |
$327 - $378
|
1.2K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.15% |
$327 - $378
|
671
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1- 0.12% |
$327 - $378
|
801
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.04% |
$327 - $378
|
2.72K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1- 0.14% |
$327 - $378
|
722
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 1.23% |
$654 - $755
|
161
$51.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2- 0.31% |
$654 - $755
|
641
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-2- 0.15% |
$654 - $755
|
1.34K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 3.57% |
$654 - $755
|
54
$17.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2- 0.14% |
$654 - $755
|
1.44K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2- 0.09% |
$654 - $755
|
2.13K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 2.54% |
$981 - $1.13K
|
115
$36.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3- 0.02% |
$981 - $1.13K
|
16.1K
$5.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3- 0.17% |
$981 - $1.13K
|
1.8K
$571K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-3- 0.06% |
$981 - $1.13K
|
5.23K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.08% |
$1.31K - $1.51K
|
5.11K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 0.87% |
$1.63K - $1.89K
|
571
$181K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 2.96% |
$1.63K - $1.89K
|
164
$52.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.4% |
$1.63K - $1.89K
|
1.25K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-5- 1.16% |
$1.63K - $1.89K
|
426
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5- 0.01% |
$1.63K - $1.89K
|
37K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-6- 0.25% |
$1.96K - $2.27K
|
2.4K
$761K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6- 1.75% |
$1.96K - $2.27K
|
337
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-7- 0.8% |
$2.29K - $2.64K
|
873
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-7- 0.7% |
$2.29K - $2.64K
|
996
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-8- 0.46% |
$2.62K - $3.02K
|
1.74K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9- 1.26% |
$2.94K - $3.4K
|
703
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9- 6.16% |
$2.94K - $3.4K
|
137
$43.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-9- 0.67% |
$2.94K - $3.4K
|
1.34K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 5.39% |
$2.94K - $3.4K
|
158
$50.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-9- 0.82% |
$2.94K - $3.4K
|
1.09K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-10- 0.07% |
$3.27K - $3.78K
|
13.5K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-10- 1.25% |
$3.27K - $3.78K
|
791
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-11- 8.46% |
$3.6K - $4.15K
|
119
$37.8K
|