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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.08% |
$210 - $287
|
3.62K
$646K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.12% |
$210 - $287
|
2.56K
$458K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.07% |
$140 - $191
|
2.94K
$525K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.06% |
$140 - $191
|
3.61K
$646K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
2+ 0.02% |
$140 - $191
|
10.3K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
2+ 0.04% |
$140 - $191
|
4.8K
$858K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$70.2 - $95.6
|
2.53K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1+ 0.03% |
$70.2 - $95.6
|
3.26K
$583K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.12% |
$70.2 - $95.6
|
869
$155K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.14% |
$70.2 - $95.6
|
702
$125K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$70.2 - $95.6
|
2.62K
$469K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.09% |
$70.2 - $95.6
|
1.15K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.04% |
$70.2 - $95.6
|
2.57K
$459K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.04% |
$70.2 - $95.6
|
2.65K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.04% |
$70.2 - $95.6
|
2.7K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
$70.2 - $95.6
|
10.2K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.14% |
$70.2 - $95.6
|
702
$125K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.03% |
$70.2 - $95.6
|
3.11K
$556K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.91% |
$70.2 - $95.6
|
111
$19.8K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1- 0.02% |
$70.2 - $95.6
|
6.39K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-1- 0.82% |
$70.2 - $95.6
|
121
$21.6K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.07% |
$70.2 - $95.6
|
1.45K
$258K
|
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$70.2 - $95.6
|
4.69K
$839K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-2- 0.08% |
$140 - $191
|
2.61K
$466K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.37% |
$140 - $191
|
538
$96.1K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$140 - $191
|
7.98K
$1.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3- 0.01% |
$210 - $287
|
44.2K
$7.89M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3- 4.84% |
$210 - $287
|
59
$10.5K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3- 0.49% |
$210 - $287
|
613
$110K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$281 - $382
|
7.75K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4- 0.01% |
$281 - $382
|
31K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 3.42% |
$281 - $382
|
113
$20.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-5- 0.01% |
$351 - $478
|
34.2K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 83.33% |
$351 - $478
|
1
$179
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 1.99% |
$351 - $478
|
246
$44K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-6- 0.18% |
$421 - $574
|
3.31K
$591K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-7- 1.34% |
$491 - $669
|
514
$91.9K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7- 0.15% |
$491 - $669
|
4.65K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7- 0.22% |
$491 - $669
|
3.12K
$557K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-9- 0.26% |
$631 - $860
|
3.41K
$609K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-9- 2.57% |
$631 - $860
|
341
$60.9K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-10- 10.0% |
$702 - $956
|
90
$16.1K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-10- 0.12% |
$702 - $956
|
8.07K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-10- 1.41% |
$702 - $956
|
700
$125K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-11- 0.06% |
$772 - $1.05K
|
17.1K
$3.06M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-12- 44.44% |
$842 - $1.15K
|
15
$2.68K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-12- 0.2% |
$842 - $1.15K
|
6.13K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 11.43% |
$842 - $1.15K
|
93
$16.6K
|