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 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
72+ 1.94% |
$8.93K - $13K
|
3.78K
$787K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
71+ 3.5% |
$8.81K - $12.8K
|
2.1K
$438K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
71+ 3.77% |
$8.81K - $12.8K
|
1.96K
$407K
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
70+ 1.73% |
$8.68K - $12.6K
|
4.11K
$856K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68+ 3.66% |
$8.44K - $12.2K
|
1.93K
$401K
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
67+ 1.22% |
$8.31K - $12.1K
|
5.54K
$1.15M
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
67+ 6.6% |
$8.31K - $12.1K
|
1.08K
$225K
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
67+ 4.04% |
$8.31K - $12.1K
|
1.73K
$360K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
65+ 0.41% |
$8.06K - $11.7K
|
16K
$3.33M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
64+ 2.12% |
$7.94K - $11.5K
|
3.09K
$643K
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
63+ 1.33% |
$7.82K - $11.3K
|
4.82K
$1M
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
63+ 1.81% |
$7.82K - $11.3K
|
3.54K
$738K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 0.9% |
$7.69K - $11.2K
|
6.92K
$1.44M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
61+ 1.19% |
$7.57K - $11K
|
5.21K
$1.08M
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
61+ 15.52% |
$7.57K - $11K
|
454
$94.6K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
60+ 3.41% |
$7.44K - $10.8K
|
1.82K
$379K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
60+ 1.58% |
$7.44K - $10.8K
|
3.85K
$801K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
60+ 3.61% |
$7.44K - $10.8K
|
1.72K
$358K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59+ 1.54% |
$7.32K - $10.6K
|
3.89K
$811K
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
59+ 0.97% |
$7.32K - $10.6K
|
6.12K
$1.27M
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
58+ 2.28% |
$7.2K - $10.4K
|
2.61K
$543K
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
57+ 2.35% |
$7.07K - $10.3K
|
2.49K
$518K
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
56+ 2.07% |
$6.95K - $10.1K
|
2.76K
$575K
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
55+ 0.42% |
$6.82K - $9.91K
|
13K
$2.71M
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
53+ 2.1% |
$6.58K - $9.55K
|
2.58K
$538K
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
53+ 2.74% |
$6.58K - $9.55K
|
1.99K
$414K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
52+ 5.11% |
$6.45K - $9.37K
|
1.07K
$223K
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
51+ 1.26% |
$6.33K - $9.19K
|
4.1K
$854K
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
50+ 2.27% |
$6.2K - $9.01K
|
2.25K
$469K
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50+ 6.62% |
$6.2K - $9.01K
|
805
$168K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
50+ 0.67% |
$6.2K - $9.01K
|
7.53K
$1.57M
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
50New |
$6.2K - $9.01K
|
50
$10.4K
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
49+ 0.92% |
$6.08K - $8.83K
|
5.4K
$1.13M
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
49+ 1.25% |
$6.08K - $8.83K
|
3.96K
$825K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
45+ 2.24% |
$5.58K - $8.11K
|
2.05K
$428K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
43+ 1.07% |
$5.33K - $7.75K
|
4.05K
$844K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
43New |
$5.33K - $7.75K
|
43
$8.96K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 1.01% |
$5.33K - $7.75K
|
4.3K
$895K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
42+ 1.71% |
$5.21K - $7.57K
|
2.49K
$519K
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 2.14% |
$5.09K - $7.38K
|
1.95K
$407K
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
41+ 1.29% |
$5.09K - $7.38K
|
3.22K
$670K
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
40+ 2.5% |
$4.96K - $7.2K
|
1.64K
$342K
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
40New |
$4.96K - $7.2K
|
40
$8.33K
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 1.77% |
$4.84K - $7.02K
|
2.24K
$466K
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
38+ 2.13% |
$4.71K - $6.84K
|
1.82K
$380K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 27.82% |
$4.59K - $6.66K
|
170
$35.4K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 94.59% |
$4.34K - $6.3K
|
72
$15K
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
35+ 1.76% |
$4.34K - $6.3K
|
2.02K
$420K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35+ 1.88% |
$4.34K - $6.3K
|
1.9K
$395K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
34+ 1.95% |
$4.22K - $6.12K
|
1.78K
$371K
|