Purchases and Sales Made in Q1 2023 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Corp plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11+ 1.72% |
$1.67K - $1.95K
|
649
$203K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
11+ 0.29% |
$1.67K - $1.95K
|
3.77K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
10+ 0.62% |
$1.52K - $1.78K
|
1.62K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
10+ 0.02% |
$1.52K - $1.78K
|
42.4K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10+ 0.51% |
$1.52K - $1.78K
|
1.95K
$611K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10New |
$1.52K - $1.78K
|
10
$3.13K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 5.0% |
$1.52K - $1.78K
|
210
$65.7K
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
9+ 0.12% |
$1.37K - $1.6K
|
7.79K
$2.44M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
8+ 0.07% |
$1.21K - $1.42K
|
11.8K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8+ 0.6% |
$1.21K - $1.42K
|
1.34K
$419K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.24% |
$1.06K - $1.24K
|
2.91K
$911K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
6+ 0.16% |
$911 - $1.07K
|
3.79K
$1.19M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.42% |
$911 - $1.07K
|
1.43K
$446K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6+ 0.09% |
$911 - $1.07K
|
6.75K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5+ 0.15% |
$759 - $888
|
3.27K
$1.02M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$759 - $888
|
5
$1.57K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.19% |
$759 - $888
|
2.6K
$815K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.61% |
$607 - $710
|
659
$206K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
3+ 0.18% |
$456 - $533
|
1.7K
$532K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.51% |
$456 - $533
|
588
$184K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 6.67% |
$456 - $533
|
48
$15K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$456 - $533
|
3
$939
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$304 - $355
|
4.15K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.28% |
$304 - $355
|
725
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.03% |
$304 - $355
|
7.3K
$2.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 7.14% |
$152 - $178
|
15
$4.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$152 - $178
|
657
$206K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$152 - $178
|
4.47K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 50.0% |
$152 - $178
|
3
$939
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.36% |
$152 - $178
|
282
$88.3K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.49% |
$152 - $178
|
206
$64.5K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.65% |
$152 - $178
|
154
$48.2K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
1+ 0.06% |
$152 - $178
|
1.67K
$523K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.95% |
$152 - $178
|
104
$32.6K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.13% |
$152 - $178
|
764
$239K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.02% |
$152 - $178
|
4.57K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2- 1.67% |
$304 - $355
|
118
$36.9K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2- 0.73% |
$304 - $355
|
271
$84.8K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 0.11% |
$304 - $355
|
1.76K
$552K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.07% |
$456 - $533
|
4.09K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3- 7.14% |
$456 - $533
|
39
$12.2K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4- 0.31% |
$607 - $710
|
1.28K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4- 9.3% |
$607 - $710
|
39
$12.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.45% |
$759 - $888
|
1.12K
$350K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 6.1% |
$759 - $888
|
77
$24.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 0.33% |
$759 - $888
|
1.52K
$475K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6- 0.39% |
$911 - $1.07K
|
1.52K
$477K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-7- 0.53% |
$1.06K - $1.24K
|
1.32K
$414K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-7- 0.39% |
$1.06K - $1.24K
|
1.79K
$561K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 0.91% |
$1.06K - $1.24K
|
764
$239K
|