Purchases and Sales Made in Q4 2023 in Ingersoll Rand Inc. (IR)
This table provides information about the institutional ownership of Ingersoll Rand Inc. (IR) during Q4 2023. The information is specifically focused on institutions that hold shares of Ingersoll Rand Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 22.73% |
$1.48K - $1.95K
|
135
$11.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 4.9% |
$1.48K - $1.95K
|
535
$46.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23New |
$1.36K - $1.79K
|
23
$2.02K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
23+ 2.5% |
$1.36K - $1.79K
|
944
$82.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
20+ 0.02% |
$1.19K - $1.56K
|
83.6K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
15New |
$890 - $1.17K
|
15
$1.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
15+ 34.88% |
$890 - $1.17K
|
58
$5.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 4.46% |
$890 - $1.17K
|
351
$30.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 4.14% |
$771 - $1.01K
|
327
$28.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 8.33% |
$771 - $1.01K
|
169
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 19.35% |
$712 - $934
|
74
$6.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 6.8% |
$593 - $779
|
157
$13.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
10New |
$593 - $779
|
10
$878
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$534 - $701
|
9
$790
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.36% |
$534 - $701
|
669
$58.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.17% |
$415 - $545
|
4.09K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7New |
$415 - $545
|
7
$614
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$297 - $389
|
5
$439
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.56% |
$297 - $389
|
893
$78.4K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3+ 0.85% |
$178 - $234
|
355
$31.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 4.62% |
$178 - $234
|
68
$5.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 2.56% |
$178 - $234
|
120
$10.5K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.09% |
$59.3 - $77.9
|
1.14K
$100K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.65% |
$59.3 - $77.9
|
152
$13.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.22% |
$59.3 - $77.9
|
44
$3.86K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.34% |
$59.3 - $77.9
|
296
$26K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 2.0% |
$119 - $156
|
98
$8.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.08% |
$178 - $234
|
3.68K
$323K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3- 33.33% |
$178 - $234
|
6
$527
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-5- 1.2% |
$297 - $389
|
411
$36.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6- 0.18% |
$356 - $467
|
3.32K
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.37% |
$356 - $467
|
1.62K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-6- 0.15% |
$356 - $467
|
4.01K
$352K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8- 1.45% |
$474 - $623
|
544
$47.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-8- 32.0% |
$474 - $623
|
17
$1.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.14% |
$474 - $623
|
5.86K
$514K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-10- 0.25% |
$593 - $779
|
4.05K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 21.74% |
$890 - $1.17K
|
54
$4.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-17- 89.47% |
$1.01K - $1.32K
|
2
$176
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23- 37.1% |
$1.36K - $1.79K
|
39
$3.42K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-24- 1.46% |
$1.42K - $1.87K
|
1.63K
$143K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 53.33% |
$1.42K - $1.87K
|
21
$1.84K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 53.33% |
$1.42K - $1.87K
|
21
$1.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25- 0.13% |
$1.48K - $1.95K
|
19.9K
$1.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-28- 0.46% |
$1.66K - $2.18K
|
6.12K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-31- 0.68% |
$1.84K - $2.41K
|
4.51K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-33- 3.15% |
$1.96K - $2.57K
|
1.02K
$89.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-34- 0.58% |
$2.02K - $2.65K
|
5.81K
$510K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-35- 4.96% |
$2.08K - $2.72K
|
670
$58.8K
|