Purchases and Sales Made in Q3 2023 in Johnson Controls International PLC (JCI)
This table provides information about the institutional ownership of Johnson Controls International PLC (JCI) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$1.01K - $1.33K
|
19
$1.71K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
18+ 0.46% |
$957 - $1.26K
|
3.93K
$353K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14+ 0.15% |
$745 - $980
|
9.41K
$845K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
13New |
$691 - $910
|
13
$1.17K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11+ 1.59% |
$585 - $770
|
702
$63K
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 0.2% |
$532 - $700
|
4.89K
$439K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10New |
$532 - $700
|
10
$898
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 0.28% |
$479 - $630
|
3.21K
$288K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
9New |
$479 - $630
|
9
$808
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 1.09% |
$479 - $630
|
837
$75.1K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.2% |
$479 - $630
|
4.6K
$413K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.08% |
$426 - $560
|
9.87K
$886K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8New |
$426 - $560
|
8
$718
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
7+ 100.0% |
$372 - $490
|
14
$1.26K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7+ 0.18% |
$372 - $490
|
3.98K
$357K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.07% |
$319 - $420
|
8.66K
$777K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.08% |
$213 - $280
|
4.85K
$436K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4+ 0.13% |
$213 - $280
|
2.99K
$268K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.59% |
$160 - $210
|
514
$46.1K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.41% |
$106 - $140
|
485
$43.5K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.41% |
$106 - $140
|
491
$44.1K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 1.67% |
$53.2 - $70
|
61
$5.48K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.05% |
$53.2 - $70
|
2.06K
$185K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.34% |
$53.2 - $70
|
297
$26.7K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.46% |
$53.2 - $70
|
218
$19.6K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.26% |
$53.2 - $70
|
392
$35.2K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.07% |
$160 - $210
|
4.17K
$374K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.08% |
$213 - $280
|
188
$16.9K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-5- 0.03% |
$266 - $350
|
15.8K
$1.42M
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-5- 0.06% |
$266 - $350
|
8.11K
$728K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 14.29% |
$372 - $490
|
42
$3.77K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 3.29% |
$426 - $560
|
235
$21.1K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-8- 0.12% |
$426 - $560
|
6.68K
$599K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.15% |
$479 - $630
|
6.01K
$539K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 3.28% |
$532 - $700
|
295
$26.5K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-13- 0.02% |
$691 - $910
|
72.8K
$6.54M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 3.9% |
$798 - $1.05K
|
370
$33.2K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15- 0.04% |
$798 - $1.05K
|
33.4K
$3M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 4.92% |
$851 - $1.12K
|
309
$27.7K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17- 9.24% |
$904 - $1.19K
|
167
$15K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23- 8.42% |
$1.22K - $1.61K
|
250
$22.4K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-24- 0.42% |
$1.28K - $1.68K
|
5.69K
$511K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 6.31% |
$1.38K - $1.82K
|
386
$34.7K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-26- 4.94% |
$1.38K - $1.82K
|
500
$44.9K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-26- 0.46% |
$1.38K - $1.82K
|
5.58K
$501K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-29- 0.51% |
$1.54K - $2.03K
|
5.67K
$509K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-30- 0.39% |
$1.6K - $2.1K
|
7.69K
$691K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 47.83% |
$1.76K - $2.31K
|
36
$3.23K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-34- 0.13% |
$1.81K - $2.38K
|
25.8K
$2.32M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 52.11% |
$1.97K - $2.59K
|
34
$3.05K
|