Purchases and Sales Made in Q2 2023 in Trane Technologies PLC (TT)
This table provides information about the institutional ownership of Trane Technologies PLC (TT) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
126+ 5.87% |
$20.6K - $24.1K
|
2.27K
$828K
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
124+ 0.46% |
$20.2K - $23.7K
|
26.8K
$9.76M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
123New |
$20.1K - $23.5K
|
123
$44.8K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
120+ 7.63% |
$19.6K - $23K
|
1.69K
$616K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
117+ 1.32% |
$19.1K - $22.4K
|
8.98K
$3.27M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
117+ 5.52% |
$19.1K - $22.4K
|
2.24K
$815K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
115+ 3.82% |
$18.8K - $22K
|
3.13K
$1.14M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
114New |
$18.6K - $21.8K
|
114
$41.5K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110New |
$18K - $21K
|
110
$40K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
106+ 6.68% |
$17.3K - $20.3K
|
1.69K
$616K
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
105+ 0.1% |
$17.1K - $20.1K
|
101K
$36.9M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
105+ 1.8% |
$17.1K - $20.1K
|
5.95K
$2.17M
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
103+ 5.8% |
$16.8K - $19.7K
|
1.88K
$684K
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
103+ 2.01% |
$16.8K - $19.7K
|
5.22K
$1.9M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
100+ 0.43% |
$16.3K - $19.1K
|
23.6K
$8.59M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
95+ 12.58% |
$15.5K - $18.2K
|
850
$309K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
93+ 3.62% |
$15.2K - $17.8K
|
2.66K
$969K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92+ 30.36% |
$15K - $17.6K
|
395
$144K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
89+ 6.84% |
$14.5K - $17K
|
1.39K
$506K
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
88+ 0.5% |
$14.4K - $16.8K
|
17.7K
$6.43M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
84+ 4.22% |
$13.7K - $16.1K
|
2.08K
$756K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
79+ 2.43% |
$12.9K - $15.1K
|
3.33K
$1.21M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
74+ 0.15% |
$12.1K - $14.2K
|
47.8K
$17.4M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
63+ 2.02% |
$10.3K - $12K
|
3.18K
$1.16M
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
63+ 2.02% |
$10.3K - $12K
|
3.18K
$1.16M
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
60+ 0.54% |
$9.79K - $11.5K
|
11.1K
$4.04M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 2.96% |
$9.3K - $10.9K
|
1.98K
$721K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
56+ 2.69% |
$9.14K - $10.7K
|
2.13K
$777K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 2.77% |
$8.65K - $10.1K
|
1.97K
$716K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 2.77% |
$8.65K - $10.1K
|
1.97K
$716K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52+ 17.51% |
$8.49K - $9.95K
|
349
$127K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
51+ 2.15% |
$8.32K - $9.75K
|
2.42K
$880K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
50+ 6.44% |
$8.16K - $9.56K
|
826
$301K
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
50+ 0.43% |
$8.16K - $9.56K
|
11.8K
$4.3M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
49+ 1.64% |
$8K - $9.37K
|
3.04K
$1.11M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
47+ 2.82% |
$7.67K - $8.99K
|
1.71K
$624K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
45+ 2.07% |
$7.35K - $8.61K
|
2.22K
$806K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 10.34% |
$7.02K - $8.22K
|
459
$167K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
42+ 2.35% |
$6.86K - $8.03K
|
1.83K
$666K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
42+ 3.29% |
$6.86K - $8.03K
|
1.32K
$480K
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
42+ 0.94% |
$6.86K - $8.03K
|
4.52K
$1.64M
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
40+ 1.77% |
$6.53K - $7.65K
|
2.3K
$836K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
40+ 3.44% |
$6.53K - $7.65K
|
1.2K
$438K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
40+ 0.11% |
$6.53K - $7.65K
|
35K
$12.7M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
39+ 2.54% |
$6.37K - $7.46K
|
1.57K
$572K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
38+ 1.25% |
$6.2K - $7.27K
|
3.08K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
36New |
$5.88K - $6.89K
|
36
$13.1K
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
36+ 2.83% |
$5.88K - $6.89K
|
1.31K
$475K
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
35+ 0.07% |
$5.71K - $6.69K
|
47.2K
$17.2M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
35New |
$5.71K - $6.69K
|
35
$12.7K
|