Purchases and Sales Made in Q1 2024 in Trane Technologies PLC (TT)
This table provides information about the institutional ownership of Trane Technologies PLC (TT) during Q1 2024. The information is specifically focused on institutions that hold shares of Trane Technologies plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.51% |
$2.6K - $3.34K
|
2.17K
$894K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
10+ 1.43% |
$2.36K - $3.04K
|
710
$292K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10+ 0.35% |
$2.36K - $3.04K
|
2.9K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
10+ 0.45% |
$2.36K - $3.04K
|
2.21K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
10New |
$2.36K - $3.04K
|
10
$4.11K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10New |
$2.36K - $3.04K
|
10
$4.11K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 31.25% |
$2.36K - $3.04K
|
42
$17.3K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9+ 0.32% |
$2.12K - $2.74K
|
2.81K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9+ 1.07% |
$2.12K - $2.74K
|
851
$350K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8+ 114.29% |
$1.89K - $2.43K
|
15
$6.17K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
8+ 0.62% |
$1.89K - $2.43K
|
1.31K
$538K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.43% |
$1.65K - $2.13K
|
1.63K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 3.87% |
$1.42K - $1.82K
|
161
$66.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$1.42K - $1.82K
|
2.01K
$827K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.39% |
$1.42K - $1.82K
|
1.54K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6+ 0.14% |
$1.42K - $1.82K
|
4.31K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.32% |
$1.18K - $1.52K
|
1.57K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.11% |
$1.18K - $1.52K
|
4.43K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5+ 0.19% |
$1.18K - $1.52K
|
2.67K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.6% |
$1.18K - $1.52K
|
840
$345K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5+ 0.11% |
$1.18K - $1.52K
|
4.56K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 2.17% |
$944 - $1.22K
|
188
$77.3K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 13.79% |
$944 - $1.22K
|
33
$13.6K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$944 - $1.22K
|
4
$1.64K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 80.0% |
$944 - $1.22K
|
9
$3.7K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 1.27% |
$944 - $1.22K
|
318
$131K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 1.2% |
$944 - $1.22K
|
336
$138K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 13.79% |
$944 - $1.22K
|
33
$13.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
3+ 0.23% |
$708 - $912
|
1.33K
$548K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.33% |
$708 - $912
|
902
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3New |
$708 - $912
|
3
$1.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
3+ 0.15% |
$708 - $912
|
1.97K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.07% |
$708 - $912
|
4.01K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
3New |
$708 - $912
|
3
$1.23K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 2.13% |
$708 - $912
|
144
$59.2K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 13.04% |
$708 - $912
|
26
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3+ 0.21% |
$708 - $912
|
1.45K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
3+ 0.31% |
$708 - $912
|
964
$396K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.27% |
$472 - $608
|
750
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$472 - $608
|
3
$1.23K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.4% |
$472 - $608
|
502
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 6.9% |
$472 - $608
|
31
$12.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 28.57% |
$472 - $608
|
9
$3.7K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$472 - $608
|
993
$408K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2+ 0.23% |
$472 - $608
|
878
$361K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.22% |
$472 - $608
|
931
$383K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 66.67% |
$472 - $608
|
5
$2.06K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.55% |
$236 - $304
|
184
$75.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.09% |
$236 - $304
|
1.17K
$479K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.24% |
$236 - $304
|
426
$175K
|