Purchases and Sales Made in Q3 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
681+ 0.82% |
$73.1K - $79.8K
|
83.5K
$16.8M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
680+ 17.35% |
$73K - $79.7K
|
4.6K
$923K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
664+ 404.88% |
$71.3K - $77.8K
|
828
$166K
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
656+ 21.53% |
$70.4K - $76.9K
|
3.7K
$744K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
628+ 1.51% |
$67.4K - $73.6K
|
42.3K
$8.49M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
604New |
$64.9K - $70.8K
|
604
$121K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
597+ 12.31% |
$64.1K - $69.9K
|
5.45K
$1.09M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
577+ 11.03% |
$62K - $67.6K
|
5.81K
$1.17M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
570+ 6.87% |
$61.2K - $66.8K
|
8.87K
$1.78M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
564+ 13.33% |
$60.6K - $66.1K
|
4.8K
$963K
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
561+ 11.43% |
$60.2K - $65.7K
|
5.47K
$1.1M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
544+ 6.99% |
$58.4K - $63.7K
|
8.33K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
544+ 10.11% |
$58.4K - $63.7K
|
5.92K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
538+ 24.67% |
$57.8K - $63K
|
2.72K
$546K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
520+ 5.67% |
$55.8K - $60.9K
|
9.7K
$1.95M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
517+ 13.88% |
$55.5K - $60.6K
|
4.24K
$852K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
513+ 7.77% |
$55.1K - $60.1K
|
7.11K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
510+ 27.93% |
$54.8K - $59.8K
|
2.34K
$469K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
506+ 2.08% |
$54.3K - $59.3K
|
24.8K
$4.99M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
503+ 19.32% |
$54K - $58.9K
|
3.11K
$624K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 11.95% |
$53.7K - $58.6K
|
4.69K
$941K
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
498+ 7.06% |
$53.5K - $58.3K
|
7.55K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
493+ 0.5% |
$52.9K - $57.8K
|
99K
$19.9M
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
491+ 2.76% |
$52.7K - $57.5K
|
18.3K
$3.67M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
489+ 8.52% |
$52.5K - $57.3K
|
6.23K
$1.25M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
477+ 13.65% |
$51.2K - $55.9K
|
3.97K
$797K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
474+ 10.13% |
$50.9K - $55.5K
|
5.15K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
473+ 2.53% |
$50.8K - $55.4K
|
19.2K
$3.85M
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
463+ 3.49% |
$49.7K - $54.2K
|
13.7K
$2.76M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
461+ 6.5% |
$49.5K - $54K
|
7.55K
$1.52M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
458+ 8.67% |
$49.2K - $53.7K
|
5.74K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
453+ 1.91% |
$48.6K - $53.1K
|
24.1K
$4.85M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
452+ 17.81% |
$48.5K - $53K
|
2.99K
$600K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
445+ 4.35% |
$47.8K - $52.1K
|
10.7K
$2.14M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
443+ 12.35% |
$47.6K - $51.9K
|
4.03K
$809K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
432+ 7.25% |
$46.4K - $50.6K
|
6.39K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
421+ 4.35% |
$45.2K - $49.3K
|
10.1K
$2.03M
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
417+ 6.02% |
$44.8K - $48.9K
|
7.34K
$1.47M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
417+ 22.85% |
$44.8K - $48.9K
|
2.24K
$450K
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
409+ 0.41% |
$43.9K - $47.9K
|
101K
$20.4M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
405+ 2.8% |
$43.5K - $47.4K
|
14.9K
$2.98M
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
400+ 14.02% |
$42.9K - $46.9K
|
3.25K
$653K
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
392+ 0.65% |
$42.1K - $45.9K
|
60.6K
$12.2M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
390+ 15.91% |
$41.9K - $45.7K
|
2.84K
$570K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
390+ 1.81% |
$41.9K - $45.7K
|
21.9K
$4.39M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
385+ 5.19% |
$41.3K - $45.1K
|
7.8K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
375+ 0.55% |
$40.3K - $43.9K
|
68.2K
$13.7M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
370+ 13.05% |
$39.7K - $43.3K
|
3.21K
$644K
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
370+ 16.55% |
$39.7K - $43.3K
|
2.61K
$523K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
366+ 34.14% |
$39.3K - $42.9K
|
1.44K
$289K
|