Purchases and Sales Made in Q1 2024 in Johnson Controls International PLC (JCI)
This table provides information about the institutional ownership of Johnson Controls International PLC (JCI) during Q1 2024. The information is specifically focused on institutions that hold shares of Johnson Controls International plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48+ 0.53% |
$2.52K - $3.14K
|
9.11K
$698K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
48+ 1.25% |
$2.52K - $3.14K
|
3.88K
$297K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
48New |
$2.52K - $3.14K
|
48
$3.68K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
47+ 16.97% |
$2.46K - $3.07K
|
324
$24.8K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
47+ 0.68% |
$2.46K - $3.07K
|
6.95K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
45+ 12.03% |
$2.36K - $2.94K
|
419
$32.1K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
45+ 2.44% |
$2.36K - $2.94K
|
1.89K
$145K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
44+ 0.78% |
$2.31K - $2.87K
|
5.67K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
43New |
$2.25K - $2.81K
|
43
$3.29K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
41New |
$2.15K - $2.68K
|
41
$3.14K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
40New |
$2.1K - $2.61K
|
40
$3.06K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
37+ 4.42% |
$1.94K - $2.42K
|
874
$67K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 11.5% |
$1.89K - $2.35K
|
349
$26.7K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32+ 0.56% |
$1.68K - $2.09K
|
5.71K
$437K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
31New |
$1.62K - $2.02K
|
31
$2.37K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 7.42% |
$1.41K - $1.76K
|
391
$30K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26+ 40.0% |
$1.36K - $1.7K
|
91
$6.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23+ 20.91% |
$1.21K - $1.5K
|
133
$10.2K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
23+ 0.35% |
$1.21K - $1.5K
|
6.52K
$500K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
22+ 2.01% |
$1.15K - $1.44K
|
1.12K
$85.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21New |
$1.1K - $1.37K
|
21
$1.61K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
20+ 0.25% |
$1.05K - $1.31K
|
8.13K
$623K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20+ 0.55% |
$1.05K - $1.31K
|
3.65K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.32% |
$1.05K - $1.31K
|
6.32K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20New |
$1.05K - $1.31K
|
20
$1.53K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 0.65% |
$1.05K - $1.31K
|
3.12K
$239K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
19+ 7.6% |
$996 - $1.24K
|
269
$20.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.29% |
$996 - $1.24K
|
6.59K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
18+ 1.71% |
$943 - $1.18K
|
1.07K
$81.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17+ 0.23% |
$891 - $1.11K
|
7.27K
$557K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16+ 0.4% |
$838 - $1.05K
|
4.05K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 2.55% |
$838 - $1.05K
|
643
$49.3K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$786 - $980
|
15
$1.15K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
14New |
$734 - $914
|
14
$1.07K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
14+ 0.34% |
$734 - $914
|
4.17K
$319K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.59% |
$681 - $849
|
2.21K
$169K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.3% |
$524 - $653
|
3.39K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 4.48% |
$524 - $653
|
233
$17.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10New |
$524 - $653
|
10
$766
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 3.2% |
$472 - $588
|
290
$22.2K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.58% |
$472 - $588
|
1.57K
$120K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9New |
$472 - $588
|
9
$689
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 33.33% |
$472 - $588
|
36
$2.76K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 18.6% |
$419 - $523
|
51
$3.91K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8+ 1.81% |
$419 - $523
|
450
$34.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.24% |
$419 - $523
|
3.3K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8+ 34.78% |
$419 - $523
|
31
$2.37K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 0.66% |
$367 - $457
|
1.06K
$81.2K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 87.5% |
$367 - $457
|
15
$1.15K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$367 - $457
|
7
$536
|