Purchases and Sales Made in Q1 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q1 2023. The information is specifically focused on institutions that hold shares of GENERAL ELECTRIC CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
75+ 3.01% |
$5.26K - $7.17K
|
2.57K
$459K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
72+ 2.63% |
$5.05K - $6.88K
|
2.81K
$502K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
72+ 2.63% |
$5.05K - $6.88K
|
2.81K
$502K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 2.23% |
$4.98K - $6.79K
|
3.26K
$583K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
71+ 7.72% |
$4.98K - $6.79K
|
991
$177K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
70+ 1.97% |
$4.91K - $6.69K
|
3.63K
$649K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
70+ 1.36% |
$4.91K - $6.69K
|
5.2K
$930K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
69+ 2.95% |
$4.84K - $6.6K
|
2.41K
$430K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69+ 50.0% |
$4.84K - $6.6K
|
207
$37K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
69+ 1.74% |
$4.84K - $6.6K
|
4.04K
$721K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
68+ 54.4% |
$4.77K - $6.5K
|
193
$34.5K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
67+ 4.55% |
$4.7K - $6.41K
|
1.54K
$275K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
63+ 2.29% |
$4.42K - $6.02K
|
2.81K
$503K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
63New |
$4.42K - $6.02K
|
63
$11.3K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62New |
$4.35K - $5.93K
|
62
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 1.34% |
$4.35K - $5.93K
|
4.69K
$838K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
62+ 0.69% |
$4.35K - $5.93K
|
9.11K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
61+ 1.52% |
$4.28K - $5.83K
|
4.08K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
61+ 1.96% |
$4.28K - $5.83K
|
3.18K
$567K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
60+ 0.21% |
$4.21K - $5.74K
|
28.5K
$5.09M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
60+ 0.3% |
$4.21K - $5.74K
|
20.1K
$3.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
57+ 1.05% |
$4K - $5.45K
|
5.51K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
56+ 0.26% |
$3.93K - $5.35K
|
21.7K
$3.88M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
55+ 1.3% |
$3.86K - $5.26K
|
4.28K
$764K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 1.09% |
$3.65K - $4.97K
|
4.82K
$861K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
51+ 1.19% |
$3.58K - $4.88K
|
4.32K
$773K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 0.22% |
$3.58K - $4.88K
|
23.7K
$4.23M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 0.22% |
$3.58K - $4.88K
|
23.7K
$4.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
50+ 0.26% |
$3.51K - $4.78K
|
19.6K
$3.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
50+ 17.61% |
$3.51K - $4.78K
|
334
$59.7K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
50+ 1.97% |
$3.51K - $4.78K
|
2.59K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
50+ 0.71% |
$3.51K - $4.78K
|
7.04K
$1.26M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
50+ 2.43% |
$3.51K - $4.78K
|
2.11K
$377K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
49+ 4.78% |
$3.44K - $4.68K
|
1.08K
$192K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
48+ 0.35% |
$3.37K - $4.59K
|
13.8K
$2.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
47+ 0.45% |
$3.3K - $4.49K
|
10.5K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$3.23K - $4.4K
|
46
$8.22K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
41+ 0.59% |
$2.88K - $3.92K
|
7K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41+ 6.41% |
$2.88K - $3.92K
|
681
$122K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
41New |
$2.88K - $3.92K
|
41
$7.33K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
39+ 1.11% |
$2.74K - $3.73K
|
3.56K
$636K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
38+ 24.36% |
$2.67K - $3.63K
|
194
$34.7K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
38+ 3.23% |
$2.67K - $3.63K
|
1.21K
$217K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
37+ 1.46% |
$2.6K - $3.54K
|
2.57K
$459K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37New |
$2.6K - $3.54K
|
37
$6.61K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
37+ 0.49% |
$2.6K - $3.54K
|
7.6K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
36+ 1.33% |
$2.53K - $3.44K
|
2.75K
$491K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 2.01% |
$2.46K - $3.35K
|
1.77K
$317K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
34+ 0.72% |
$2.39K - $3.25K
|
4.77K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
34+ 0.5% |
$2.39K - $3.25K
|
6.78K
$1.21M
|