Purchases and Sales Made in Q1 2024 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q1 2024. 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 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
304+ 17.38% |
$37.7K - $54.8K
|
2.05K
$372K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
302+ 8.1% |
$37.5K - $54.4K
|
4.03K
$730K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
300+ 9.34% |
$37.2K - $54K
|
3.51K
$636K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
300+ 2.66% |
$37.2K - $54K
|
11.6K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300+ 54.64% |
$37.2K - $54K
|
849
$154K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
293+ 2.14% |
$36.3K - $52.8K
|
14K
$2.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
293+ 16.45% |
$36.3K - $52.8K
|
2.07K
$376K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
285+ 2.92% |
$35.4K - $51.3K
|
10.1K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
284+ 8.79% |
$35.2K - $51.2K
|
3.52K
$637K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
284+ 3.72% |
$35.2K - $51.2K
|
7.91K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
282+ 9.33% |
$35K - $50.8K
|
3.3K
$599K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
281New |
$34.9K - $50.6K
|
281
$50.9K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
280+ 4.45% |
$34.7K - $50.4K
|
6.57K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
275+ 2.03% |
$34.1K - $49.5K
|
13.8K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
275+ 8.83% |
$34.1K - $49.5K
|
3.39K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
274+ 8.3% |
$34K - $49.4K
|
3.57K
$647K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
268+ 3.17% |
$33.2K - $48.3K
|
8.72K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
267+ 2.06% |
$33.1K - $48.1K
|
13.2K
$2.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
266+ 7.0% |
$33K - $47.9K
|
4.07K
$737K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
257+ 2.44% |
$31.9K - $46.3K
|
10.8K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
256+ 4.13% |
$31.8K - $46.1K
|
6.46K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
251+ 0.4% |
$31.1K - $45.2K
|
63.5K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
251+ 6.5% |
$31.1K - $45.2K
|
4.11K
$745K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
251+ 4.62% |
$31.1K - $45.2K
|
5.69K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
250New |
$31K - $45K
|
250
$45.3K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
250+ 0.11% |
$31K - $45K
|
225K
$40.8M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
250+ 290.7% |
$31K - $45K
|
336
$60.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
246+ 10.04% |
$30.5K - $44.3K
|
2.7K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
245+ 3.24% |
$30.4K - $44.1K
|
7.82K
$1.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
241+ 43.5% |
$29.9K - $43.4K
|
795
$144K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
241+ 5.36% |
$29.9K - $43.4K
|
4.74K
$859K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
240+ 3.33% |
$29.8K - $43.2K
|
7.45K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
240+ 3.52% |
$29.8K - $43.2K
|
7.06K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
239+ 5.83% |
$29.7K - $43K
|
4.34K
$786K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
236+ 6.92% |
$29.3K - $42.5K
|
3.65K
$661K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
235+ 5.16% |
$29.2K - $42.3K
|
4.79K
$867K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
234+ 4.17% |
$29K - $42.1K
|
5.84K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
233+ 1.18% |
$28.9K - $42K
|
20K
$3.63M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
230+ 3.4% |
$28.5K - $41.4K
|
6.99K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
228+ 1.62% |
$28.3K - $41.1K
|
14.3K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
225+ 8.87% |
$27.9K - $40.5K
|
2.76K
$500K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
222+ 6.17% |
$27.5K - $40K
|
3.82K
$692K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
222+ 29.8% |
$27.5K - $40K
|
967
$175K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
222+ 3.87% |
$27.5K - $40K
|
5.96K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
220+ 10.62% |
$27.3K - $39.6K
|
2.29K
$415K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
219+ 3.62% |
$27.2K - $39.4K
|
6.27K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
216+ 5.42% |
$26.8K - $38.9K
|
4.2K
$761K
|
|
|
May 06, 2024
Q1 2024
|
Antipodes Partners LTD
Royal Exchange, C3 |
BUY
|
- |
210New |
$26.1K - $37.8K
|
210
$38K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
210+ 3.24% |
$26.1K - $37.8K
|
6.69K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
208+ 11.19% |
$25.8K - $37.5K
|
2.07K
$374K
|