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 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.23K+ 25.28% |
$340K - $415K
|
20.9K
$2.55M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.07K+ 1.68% |
$328K - $400K
|
246K
$29.9M
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.04K+ 42.22% |
$326K - $397K
|
13.6K
$1.66M
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
4.03K+ 1.19% |
$325K - $396K
|
342K
$41.6M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.95KNew |
$318K - $388K
|
3.95K
$481K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.93KNew |
$316K - $386K
|
3.93K
$477K
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.89KNew |
$314K - $382K
|
3.89K
$473K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.87K+ 59.43% |
$312K - $380K
|
10.4K
$1.26M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.86K+ 8.22% |
$311K - $379K
|
50.8K
$6.18M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.79K+ 4.47% |
$305K - $372K
|
88.5K
$10.8M
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.78K+ 16.7% |
$304K - $371K
|
26.4K
$3.21M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.76K+ 5.89% |
$302K - $369K
|
67.5K
$8.21M
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.75K+ 5.92% |
$302K - $368K
|
67K
$8.15M
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.7K+ 99.44% |
$298K - $364K
|
7.43K
$903K
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.7K+ 17.5% |
$298K - $363K
|
24.8K
$3.02M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.68KNew |
$297K - $362K
|
3.68K
$448K
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.66KNew |
$294K - $359K
|
3.66K
$444K
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.62KNew |
$292K - $356K
|
3.62K
$441K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.62K+ 32.39% |
$292K - $356K
|
14.8K
$1.8M
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
3.61K+ 366.73% |
$290K - $354K
|
4.59K
$558K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.56KNew |
$286K - $349K
|
3.56K
$433K
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
3.56K+ 125.52% |
$286K - $349K
|
6.39K
$777K
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.51K+ 95.8% |
$283K - $345K
|
7.18K
$873K
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.49K+ 4.94% |
$281K - $343K
|
74.2K
$9.03M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
3.48K+ 18.84% |
$280K - $341K
|
21.9K
$2.67M
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.46KNew |
$279K - $340K
|
3.46K
$421K
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
3.43K+ 1.91% |
$276K - $337K
|
183K
$22.2M
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.43K+ 100.44% |
$276K - $337K
|
6.85K
$833K
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
3.43K+ 35.9% |
$276K - $337K
|
13K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.38KNew |
$272K - $332K
|
3.38K
$410K
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3.36K+ 12.15% |
$271K - $330K
|
31K
$3.77M
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.36KNew |
$270K - $330K
|
3.36K
$408K
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.35K+ 0.61% |
$269K - $329K
|
554K
$67.3M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.35K+ 4.38% |
$269K - $329K
|
79.7K
$9.69M
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
3.35KNew |
$269K - $329K
|
3.35K
$407K
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.33KNew |
$268K - $327K
|
3.33K
$405K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.33K+ 29.59% |
$268K - $327K
|
14.6K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.23KNew |
$260K - $317K
|
3.23K
$392K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.21K+ 12.92% |
$259K - $316K
|
28.1K
$3.42M
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.21K+ 48.39% |
$258K - $315K
|
9.83K
$1.2M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.03K+ 11.56% |
$244K - $298K
|
29.3K
$3.56M
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$242K - $295K
|
3K
$365K
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.97KNew |
$239K - $292K
|
2.97K
$361K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.96K+ 82.0% |
$238K - $290K
|
6.56K
$798K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.89K+ 3.82% |
$233K - $284K
|
78.7K
$9.57M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.88K+ 34.7% |
$232K - $283K
|
11.2K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 24.09% |
$227K - $277K
|
14.6K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.82KNew |
$227K - $277K
|
2.82K
$343K
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.74KNew |
$220K - $269K
|
2.74K
$333K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.73K+ 6.19% |
$220K - $269K
|
46.9K
$5.71M
|