Latest Institutional Transactions on Parker Hannifin Corp (PH)
This table provides information on the latest institutional transactions involving Parker Hannifin Corp (PH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 4.55% |
$451 - $561
|
23
$16.6K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8- 1.15% |
$3.61K - $4.49K
|
686
$496K
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
409New |
$184K - $229K
|
409
$296K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$5.41K - $6.73K
|
12
$8.68K
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
400New |
$180K - $224K
|
400
$289K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$2.84M - $3.53M
|
6.3K
$4.56M
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
258New |
$116K - $145K
|
258
$187K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$1.35K - $1.68K
|
3.64K
$2.63M
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-68- 5.41% |
$30.6K - $38.1K
|
1.19K
$859K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
374New |
$169K - $210K
|
374
$270K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.47KNew |
$662K - $823K
|
1.47K
$1.06M
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.06KNew |
$928K - $1.15M
|
2.06K
$1.49M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
27+ 2.64% |
$12.2K - $15.1K
|
1.05K
$758K
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$3.15K - $3.92K
|
7
$5.06K
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-714- 65.15% |
$322K - $400K
|
382
$276K
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
600+ 24.0% |
$270K - $336K
|
3.1K
$2.24M
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
400New |
$180K - $224K
|
400
$289K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
127New |
$57.2K - $71.2K
|
127
$91.9K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.6% |
$7.66K - $9.53K
|
2.85K
$2.06M
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.56K+ 11114.29% |
$701K - $872K
|
1.57K
$1.14M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 25.0% |
$451 - $561
|
5
$3.62K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.51KNew |
$679K - $845K
|
1.51K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-11- 50.0% |
$4.96K - $6.17K
|
11
$7.96K
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-607- 52.33% |
$274K - $340K
|
553
$400K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
49+ 14.98% |
$22.1K - $27.5K
|
376
$272K
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
56+ 3.81% |
$25.2K - $31.4K
|
1.52K
$1.1M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-630- 40.2% |
$284K - $353K
|
937
$678K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
179New |
$80.7K - $100K
|
179
$129K
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4New |
$1.8K - $2.24K
|
4
$2.89K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
954New |
$430K - $535K
|
954
$690K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
361New |
$163K - $202K
|
361
$261K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-56- 2.12% |
$25.2K - $31.4K
|
2.58K
$1.87M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74New |
$33.4K - $41.5K
|
74
$53.5K
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-849- 31.74% |
$383K - $476K
|
1.83K
$1.32M
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 22.73% |
$2.25K - $2.8K
|
17
$12.3K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.39% |
$3.15K - $3.92K
|
1.78K
$1.29M
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-295- 29.38% |
$133K - $165K
|
709
$513K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
91+ 87.5% |
$41K - $51K
|
195
$141K
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.5K- 25.38% |
$676K - $840K
|
4.41K
$3.19M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
86+ 4.58% |
$38.8K - $48.2K
|
1.97K
$1.42M
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6New |
$2.7K - $3.36K
|
6
$4.34K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75New |
$33.8K - $42K
|
75
$54.2K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.49KNew |
$672K - $836K
|
1.49K
$1.08M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
44+ 67.69% |
$19.8K - $24.7K
|
109
$78.8K
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
154+ 13.56% |
$69.4K - $86.3K
|
1.29K
$933K
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
120+ 1.19% |
$54.1K - $67.3K
|
10.2K
$7.41M
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
46.2K+ 6.24% |
$16.9M - $21.4M
|
787K
$569M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-328- 61.54% |
$120K - $152K
|
205
$148K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.14KNew |
$419K - $528K
|
1.14K
$827K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3New |
$1.1K - $1.39K
|
3
$2.17K
|