Purchases and Sales Made in Q4 2023 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
127+ 29.74% |
$13.5K - $16.3K
|
554
$100K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
127New |
$13.5K - $16.3K
|
127
$23K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
125+ 24.32% |
$13.3K - $16K
|
639
$116K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
125+ 250.0% |
$13.3K - $16K
|
175
$31.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
125New |
$13.3K - $16K
|
125
$22.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
124New |
$13.2K - $15.9K
|
124
$22.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
124+ 3.45% |
$13.2K - $15.9K
|
3.72K
$674K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
123+ 0.44% |
$13K - $15.8K
|
28.2K
$5.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
123+ 1.71% |
$13K - $15.8K
|
7.33K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
123+ 2.21% |
$13K - $15.8K
|
5.7K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
122+ 3.55% |
$12.9K - $15.7K
|
3.56K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
122+ 10.99% |
$12.9K - $15.7K
|
1.23K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
120+ 1.15% |
$12.7K - $15.4K
|
10.5K
$1.91M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
117New |
$12.4K - $15K
|
117
$21.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
116+ 1.56% |
$12.3K - $14.9K
|
7.57K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
113+ 1.5% |
$12K - $14.5K
|
7.66K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
113+ 3.0% |
$12K - $14.5K
|
3.88K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
113New |
$12K - $14.5K
|
113
$20.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
112New |
$11.9K - $14.4K
|
112
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
112+ 2.39% |
$11.9K - $14.4K
|
4.81K
$871K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
111+ 0.89% |
$11.8K - $14.2K
|
12.6K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
111+ 5.7% |
$11.8K - $14.2K
|
2.06K
$373K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
110+ 90.16% |
$11.7K - $14.1K
|
232
$42K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
108+ 2.76% |
$11.5K - $13.9K
|
4.03K
$729K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
108+ 3.86% |
$11.5K - $13.9K
|
2.91K
$526K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
106New |
$11.2K - $13.6K
|
106
$19.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
106+ 341.94% |
$11.2K - $13.6K
|
137
$24.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
103+ 108.42% |
$10.9K - $13.2K
|
198
$35.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
103+ 17.0% |
$10.9K - $13.2K
|
709
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
102+ 3.45% |
$10.8K - $13.1K
|
3.06K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
101+ 0.93% |
$10.7K - $13K
|
10.9K
$1.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 1.1% |
$10.6K - $12.8K
|
9.19K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$10.6K - $12.8K
|
100
$18.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.54% |
$10.6K - $12.8K
|
4.03K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
100+ 0.31% |
$10.6K - $12.8K
|
32.1K
$5.81M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
100+ 6.74% |
$10.6K - $12.8K
|
1.58K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
99New |
$10.5K - $12.7K
|
99
$17.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
98+ 0.53% |
$10.4K - $12.6K
|
18.6K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
97New |
$10.3K - $12.4K
|
97
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
97+ 0.28% |
$10.3K - $12.4K
|
34.5K
$6.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
95+ 0.69% |
$10.1K - $12.2K
|
13.8K
$2.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
95+ 0.5% |
$10.1K - $12.2K
|
19K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
92+ 1.14% |
$9.76K - $11.8K
|
8.16K
$1.48M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
91+ 1.07% |
$9.65K - $11.7K
|
8.63K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 9.72% |
$9.65K - $11.7K
|
1.03K
$186K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
91+ 4.78% |
$9.65K - $11.7K
|
1.99K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
91New |
$9.65K - $11.7K
|
91
$16.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
88+ 2.23% |
$9.34K - $11.3K
|
4.03K
$730K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 55.77% |
$9.23K - $11.2K
|
243
$44K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
87+ 0.31% |
$9.23K - $11.2K
|
27.9K
$5.05M
|