Purchases and Sales Made in Q2 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
120+ 9.42% |
$11.2K - $13.2K
|
1.39K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
120+ 3.07% |
$11.2K - $13.2K
|
4.04K
$727K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
120+ 3.72% |
$11.2K - $13.2K
|
3.34K
$603K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 13.78% |
$10.9K - $12.7K
|
958
$173K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
114+ 2.89% |
$10.7K - $12.5K
|
4.05K
$731K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
114New |
$10.7K - $12.5K
|
114
$20.5K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
114+ 6.5% |
$10.7K - $12.5K
|
1.87K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
112+ 0.96% |
$10.5K - $12.3K
|
11.8K
$2.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
111+ 3.9% |
$10.4K - $12.2K
|
2.96K
$533K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
110New |
$10.3K - $12.1K
|
110
$19.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
109+ 0.32% |
$10.2K - $12K
|
34.4K
$6.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
109+ 3.99% |
$10.2K - $12K
|
2.84K
$512K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
107+ 3.53% |
$10K - $11.8K
|
3.14K
$565K
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
107+ 0.38% |
$10K - $11.8K
|
28K
$5.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
107+ 0.54% |
$10K - $11.8K
|
20K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107+ 4.27% |
$10K - $11.8K
|
2.61K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
106New |
$9.92K - $11.6K
|
106
$19.1K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
104+ 2.42% |
$9.73K - $11.4K
|
4.4K
$792K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
103+ 1.42% |
$9.64K - $11.3K
|
7.37K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
102+ 0.42% |
$9.55K - $11.2K
|
24.6K
$4.43M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
101+ 2.56% |
$9.45K - $11.1K
|
4.04K
$728K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
100+ 0.59% |
$9.36K - $11K
|
17K
$3.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
98+ 2.37% |
$9.17K - $10.8K
|
4.23K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
89+ 2.81% |
$8.33K - $9.78K
|
3.26K
$588K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 356.0% |
$8.33K - $9.78K
|
114
$20.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
88+ 2.04% |
$8.24K - $9.67K
|
4.41K
$795K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
87+ 27.53% |
$8.14K - $9.56K
|
403
$72.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
86New |
$8.05K - $9.45K
|
86
$15.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
86New |
$8.05K - $9.45K
|
86
$15.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
85+ 2.84% |
$7.96K - $9.34K
|
3.08K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
85New |
$7.96K - $9.34K
|
85
$15.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
81+ 0.78% |
$7.58K - $8.9K
|
10.5K
$1.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
79+ 4.74% |
$7.39K - $8.68K
|
1.75K
$315K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
79+ 4.74% |
$7.39K - $8.68K
|
1.75K
$315K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
78+ 29.77% |
$7.3K - $8.57K
|
340
$61.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
77+ 2.12% |
$7.21K - $8.46K
|
3.71K
$669K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
77+ 2.12% |
$7.21K - $8.46K
|
3.71K
$668K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
77+ 0.9% |
$7.21K - $8.46K
|
8.67K
$1.56M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
77+ 10.91% |
$7.21K - $8.46K
|
783
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
75+ 33.33% |
$7.02K - $8.24K
|
300
$54.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
75+ 1.09% |
$7.02K - $8.24K
|
6.93K
$1.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
70+ 4.55% |
$6.55K - $7.69K
|
1.61K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 0.12% |
$6.46K - $7.58K
|
60.1K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
67+ 35.83% |
$6.27K - $7.36K
|
254
$45.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
67+ 0.63% |
$6.27K - $7.36K
|
10.6K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
65+ 33.68% |
$6.08K - $7.14K
|
258
$46.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
65+ 0.96% |
$6.08K - $7.14K
|
6.85K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
64+ 0.7% |
$5.99K - $7.03K
|
9.18K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
61+ 18.26% |
$5.71K - $6.7K
|
395
$71.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
59+ 9.59% |
$5.52K - $6.48K
|
674
$121K
|