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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
86New |
$9.12K - $11K
|
86
$15.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
85+ 1.03% |
$9.02K - $10.9K
|
8.32K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
83+ 2.08% |
$8.8K - $10.7K
|
4.07K
$737K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
82+ 0.76% |
$8.7K - $10.5K
|
10.9K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
82+ 3.98% |
$8.7K - $10.5K
|
2.14K
$388K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
80New |
$8.49K - $10.3K
|
80
$14.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
79+ 2.21% |
$8.38K - $10.1K
|
3.66K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
79New |
$8.38K - $10.1K
|
79
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
75+ 1.19% |
$7.96K - $9.62K
|
6.38K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
74+ 2.82% |
$7.85K - $9.5K
|
2.7K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
74+ 1.74% |
$7.85K - $9.5K
|
4.32K
$782K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
73+ 0.49% |
$7.74K - $9.37K
|
14.8K
$2.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
72+ 2.92% |
$7.64K - $9.24K
|
2.54K
$460K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
71+ 2.41% |
$7.53K - $9.11K
|
3.02K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
70+ 0.72% |
$7.43K - $8.98K
|
9.77K
$1.77M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
68New |
$7.21K - $8.73K
|
68
$12.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67+ 12.43% |
$7.11K - $8.6K
|
606
$110K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.74% |
$7K - $8.47K
|
8.94K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 0.3% |
$6.9K - $8.34K
|
21.7K
$3.94M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
65New |
$6.9K - $8.34K
|
65
$11.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
64+ 0.3% |
$6.79K - $8.21K
|
21.4K
$3.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
63+ 1.51% |
$6.68K - $8.08K
|
4.24K
$768K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
63+ 3150.0% |
$6.68K - $8.08K
|
65
$11.8K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
62New |
$6.58K - $7.96K
|
62
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
60+ 0.8% |
$6.36K - $7.7K
|
7.54K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
57+ 2.21% |
$6.05K - $7.31K
|
2.64K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
57New |
$6.05K - $7.31K
|
57
$10.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
56+ 2.03% |
$5.94K - $7.19K
|
2.81K
$509K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
56+ 2.77% |
$5.94K - $7.19K
|
2.08K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
55New |
$5.83K - $7.06K
|
55
$9.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
53+ 1.94% |
$5.62K - $6.8K
|
2.79K
$505K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
51+ 1.06% |
$5.41K - $6.54K
|
4.85K
$878K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
50+ 0.44% |
$5.3K - $6.42K
|
11.4K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
50+ 0.51% |
$5.3K - $6.42K
|
9.92K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
50+ 1.64% |
$5.3K - $6.42K
|
3.11K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
49+ 2.23% |
$5.2K - $6.29K
|
2.24K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
49New |
$5.2K - $6.29K
|
49
$8.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
49+ 0.84% |
$5.2K - $6.29K
|
5.87K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48+ 14.37% |
$5.09K - $6.16K
|
382
$69.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
48+ 1.27% |
$5.09K - $6.16K
|
3.81K
$691K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
45+ 1.47% |
$4.77K - $5.77K
|
3.1K
$561K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45+ 4.31% |
$4.77K - $5.77K
|
1.09K
$197K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
44+ 1.19% |
$4.67K - $5.65K
|
3.75K
$679K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
44+ 5.88% |
$4.67K - $5.65K
|
792
$143K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
43+ 2.35% |
$4.56K - $5.52K
|
1.87K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.99% |
$4.56K - $5.52K
|
4.39K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
43+ 0.43% |
$4.56K - $5.52K
|
10.1K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42+ 32.81% |
$4.46K - $5.39K
|
170
$30.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
42+ 2.31% |
$4.46K - $5.39K
|
1.86K
$337K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
41+ 27.15% |
$4.35K - $5.26K
|
192
$34.8K
|