Purchases and Sales Made in Q2 2023 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$156 - $201
|
3.19K
$999K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 0.02% |
$156 - $201
|
4.57K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 1.3% |
$313 - $402
|
152
$47.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 1.27% |
$313 - $402
|
155
$48.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.77% |
$313 - $402
|
257
$80.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2- 0.16% |
$313 - $402
|
1.21K
$379K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3- 7.32% |
$469 - $603
|
38
$11.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3- 0.07% |
$469 - $603
|
4.22K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4- 0.08% |
$625 - $804
|
4.94K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-4- 0.25% |
$625 - $804
|
1.62K
$507K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-4- 0.43% |
$625 - $804
|
937
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 10.26% |
$625 - $804
|
35
$11K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.14% |
$625 - $804
|
2.94K
$919K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5- 0.03% |
$781 - $1.01K
|
17.7K
$5.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5- 1.07% |
$781 - $1.01K
|
462
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-5- 0.15% |
$781 - $1.01K
|
3.26K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-6- 0.32% |
$938 - $1.21K
|
1.86K
$582K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-6- 0.51% |
$938 - $1.21K
|
1.18K
$368K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 0.34% |
$1.09K - $1.41K
|
2.03K
$635K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7- 2.88% |
$1.09K - $1.41K
|
236
$73.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-7- 3.45% |
$1.09K - $1.41K
|
196
$61.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-8- 0.17% |
$1.25K - $1.61K
|
4.83K
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-8- 0.23% |
$1.25K - $1.61K
|
3.43K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.53% |
$1.25K - $1.61K
|
1.51K
$472K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8- 1.72% |
$1.25K - $1.61K
|
456
$143K
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-8- 0.27% |
$1.25K - $1.61K
|
2.99K
$936K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-8- 0.34% |
$1.25K - $1.61K
|
2.34K
$731K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-10- 0.16% |
$1.56K - $2.01K
|
6.4K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-10- 0.33% |
$1.56K - $2.01K
|
3.03K
$947K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-10- 0.09% |
$1.56K - $2.01K
|
11.7K
$3.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10- 0.14% |
$1.56K - $2.01K
|
7.06K
$2.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-10- 0.09% |
$1.56K - $2.01K
|
11.2K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-10- 0.11% |
$1.56K - $2.01K
|
9.4K
$2.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-11- 1.69% |
$1.72K - $2.21K
|
638
$200K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-11- 0.34% |
$1.72K - $2.21K
|
3.19K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11- 0.61% |
$1.72K - $2.21K
|
1.79K
$559K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-12- 0.91% |
$1.88K - $2.41K
|
1.3K
$407K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-12- 0.43% |
$1.88K - $2.41K
|
2.77K
$867K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12- 0.31% |
$1.88K - $2.41K
|
3.85K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-12- 0.15% |
$1.88K - $2.41K
|
7.95K
$2.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 5.71% |
$1.88K - $2.41K
|
198
$62K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-13- 0.07% |
$2.03K - $2.61K
|
18.9K
$5.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 0.83% |
$2.03K - $2.61K
|
1.55K
$485K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-13- 0.48% |
$2.03K - $2.61K
|
2.7K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-13- 2.14% |
$2.03K - $2.61K
|
594
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-14- 1.71% |
$2.19K - $2.82K
|
805
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-14- 0.73% |
$2.19K - $2.82K
|
1.92K
$599K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-14- 0.29% |
$2.19K - $2.82K
|
4.79K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-14- 2.14% |
$2.19K - $2.82K
|
640
$200K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-14- 0.02% |
$2.19K - $2.82K
|
90.3K
$28.3M
|