Purchases and Sales Made in Q3 2023 in Trane Technologies PLC (TT)
This table provides information about the institutional ownership of Trane Technologies PLC (TT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
229+ 17.67% |
$43.3K - $48.2K
|
1.53K
$660K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
220+ 63.04% |
$41.6K - $46.3K
|
569
$246K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
217+ 18.05% |
$41.1K - $45.7K
|
1.42K
$614K
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
208+ 5.92% |
$39.4K - $43.8K
|
3.72K
$1.61M
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
208+ 15.76% |
$39.4K - $43.8K
|
1.53K
$662K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
202+ 1.71% |
$38.2K - $42.5K
|
12K
$5.2M
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
200+ 6.34% |
$37.8K - $42.1K
|
3.35K
$1.45M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
200+ 5.07% |
$37.8K - $42.1K
|
4.15K
$1.79M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
200+ 3.83% |
$37.8K - $42.1K
|
5.42K
$2.35M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 55.56% |
$37.8K - $42.1K
|
560
$242K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
195New |
$36.9K - $41K
|
195
$84.4K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
191+ 4.28% |
$36.1K - $40.2K
|
4.65K
$2.01M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
184+ 10.87% |
$34.8K - $38.7K
|
1.88K
$813K
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
183+ 1.89% |
$34.6K - $38.5K
|
9.87K
$4.27M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180+ 16.93% |
$34.1K - $37.9K
|
1.24K
$538K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
179+ 8.88% |
$33.9K - $37.7K
|
2.19K
$950K
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
174+ 10.28% |
$32.9K - $36.6K
|
1.87K
$808K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
168New |
$31.8K - $35.3K
|
168
$72.7K
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
168+ 8.2% |
$31.8K - $35.3K
|
2.22K
$960K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
165+ 1.79% |
$31.2K - $34.7K
|
9.39K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
159+ 64.9% |
$30.1K - $33.5K
|
404
$175K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
158+ 3.25% |
$29.9K - $33.2K
|
5.01K
$2.17M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
152+ 18.86% |
$28.8K - $32K
|
958
$415K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
150+ 2.5% |
$28.4K - $31.6K
|
6.14K
$2.66M
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
147+ 1.8% |
$27.8K - $30.9K
|
8.33K
$3.61M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
145+ 8.63% |
$27.4K - $30.5K
|
1.83K
$791K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
143+ 8.45% |
$27.1K - $30.1K
|
1.84K
$795K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
139+ 2.5% |
$26.3K - $29.2K
|
5.69K
$2.46M
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
136+ 0.33% |
$25.7K - $28.6K
|
41.8K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
128+ 0.21% |
$24.2K - $26.9K
|
61.3K
$26.5M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
125+ 8.36% |
$23.6K - $26.3K
|
1.62K
$701K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
123+ 3.19% |
$23.3K - $25.9K
|
3.98K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 4.8% |
$22.7K - $25.2K
|
2.62K
$1.13M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
117+ 2.62% |
$22.1K - $24.6K
|
4.59K
$1.99M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
115New |
$21.8K - $24.2K
|
115
$49.8K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
114+ 4.31% |
$21.6K - $24K
|
2.76K
$1.2M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
113+ 18.59% |
$21.4K - $23.8K
|
721
$312K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
111+ 5.33% |
$21K - $23.4K
|
2.19K
$950K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
110+ 20.33% |
$20.8K - $23.1K
|
651
$282K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 3.01% |
$20.8K - $23.1K
|
3.77K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
109+ 5.4% |
$20.6K - $22.9K
|
2.13K
$921K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
105+ 4.13% |
$19.9K - $22.1K
|
2.65K
$1.15M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
100+ 0.57% |
$18.9K - $21K
|
17.6K
$7.61M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.71% |
$18.9K - $21K
|
14.2K
$6.15M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 2.61% |
$18.9K - $21K
|
3.93K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.26% |
$18.9K - $21K
|
39.2K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
98+ 4.74% |
$18.5K - $20.6K
|
2.17K
$938K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
90+ 4.58% |
$17K - $18.9K
|
2.06K
$891K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
90+ 4.58% |
$17K - $18.9K
|
2.06K
$891K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 139.68% |
$16.6K - $18.5K
|
151
$65.4K
|