Purchases and Sales Made in Q1 2023 in Emerson Electric CO (EMR)
This table provides information about the institutional ownership of Emerson Electric CO (EMR) during Q1 2023. The information is specifically focused on institutions that hold shares of EMERSON ELECTRIC CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
852+ 5.06% |
$68.6K - $83.7K
|
17.7K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
822+ 14.12% |
$66.2K - $80.7K
|
6.64K
$778K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
821+ 3.4% |
$66.1K - $80.6K
|
25K
$2.93M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
809+ 2.24% |
$65.1K - $79.5K
|
36.9K
$4.32M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
807+ 16.19% |
$65K - $79.3K
|
5.79K
$679K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
800+ 5.06% |
$64.4K - $78.6K
|
16.6K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
799+ 3.86% |
$64.3K - $78.5K
|
21.5K
$2.52M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
793+ 2.11% |
$63.9K - $77.9K
|
38.3K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
786+ 2.1% |
$63.3K - $77.2K
|
38.3K
$4.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
780+ 14.4% |
$62.8K - $76.6K
|
6.2K
$726K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
779+ 20.81% |
$62.7K - $76.5K
|
4.52K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
779+ 17.77% |
$62.7K - $76.5K
|
5.16K
$605K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
764+ 24.21% |
$61.5K - $75K
|
3.92K
$459K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
750+ 13.16% |
$60.4K - $73.7K
|
6.45K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
737+ 8.29% |
$59.4K - $72.4K
|
9.62K
$1.13M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
736+ 1051.43% |
$59.3K - $72.3K
|
806
$94.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
710+ 5.9% |
$57.2K - $69.7K
|
12.8K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
695+ 1.32% |
$56K - $68.3K
|
53.4K
$6.26M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
693New |
$55.8K - $68.1K
|
693
$81.2K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
689+ 7.67% |
$55.5K - $67.7K
|
9.68K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
681+ 8.28% |
$54.8K - $66.9K
|
8.91K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
667+ 6.88% |
$53.7K - $65.5K
|
10.4K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
663+ 24.15% |
$53.4K - $65.1K
|
3.41K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
658+ 15.82% |
$53K - $64.6K
|
4.82K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
652+ 1.6% |
$52.5K - $64K
|
41.4K
$4.85M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
650+ 6.04% |
$52.3K - $63.8K
|
11.4K
$1.34M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
645+ 3.01% |
$51.9K - $63.4K
|
22K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
623+ 7.58% |
$50.2K - $61.2K
|
8.84K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
622+ 2.4% |
$50.1K - $61.1K
|
26.5K
$3.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
617+ 11.93% |
$49.7K - $60.6K
|
5.79K
$679K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
615+ 6.9% |
$49.5K - $60.4K
|
9.52K
$1.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
612+ 2.49% |
$49.3K - $60.1K
|
25.2K
$2.95M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
607+ 17.03% |
$48.9K - $59.6K
|
4.17K
$489K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
603New |
$48.6K - $59.2K
|
603
$70.7K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
600+ 1.45% |
$48.3K - $58.9K
|
42K
$4.92M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
596+ 4.13% |
$48K - $58.5K
|
15K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
591+ 28.25% |
$47.6K - $58.1K
|
2.68K
$314K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
589+ 25.83% |
$47.4K - $57.9K
|
2.87K
$336K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
575+ 22.24% |
$46.3K - $56.5K
|
3.16K
$370K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
560New |
$45.1K - $55K
|
560
$65.6K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
535+ 4.98% |
$43.1K - $52.6K
|
11.3K
$1.32M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
535+ 5.73% |
$43.1K - $52.6K
|
9.87K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
531+ 12.33% |
$42.8K - $52.2K
|
4.84K
$567K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
526+ 2.16% |
$42.4K - $51.7K
|
24.9K
$2.92M
|
|
|
May 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
521+ 0.4% |
$42K - $51.2K
|
132K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
515+ 1.56% |
$41.5K - $50.6K
|
33.5K
$3.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
510+ 7.01% |
$41.1K - $50.1K
|
7.78K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
503New |
$40.5K - $49.4K
|
503
$58.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
499+ 4.43% |
$40.2K - $49K
|
11.8K
$1.38M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
495+ 1.05% |
$39.9K - $48.6K
|
47.6K
$5.58M
|