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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.02K+ 21.93% |
$316K - $406K
|
11.2K
$4.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.02K+ 6.01% |
$315K - $405K
|
35.5K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.01K+ 11.06% |
$315K - $405K
|
20.2K
$7.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.99KNew |
$312K - $401K
|
1.99K
$740K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.99KNew |
$311K - $401K
|
1.99K
$740K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.96KNew |
$306K - $394K
|
1.96K
$728K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.94KNew |
$302K - $389K
|
1.94K
$718K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.9K+ 35.61% |
$297K - $382K
|
7.24K
$2.69M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.89K+ 10.69% |
$295K - $379K
|
19.5K
$7.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.88K+ 5.19% |
$294K - $379K
|
38.1K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.88KNew |
$294K - $378K
|
1.88K
$698K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.84K+ 14.07% |
$287K - $369K
|
14.9K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 26.75% |
$273K - $352K
|
8.29K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.74KNew |
$272K - $350K
|
1.74K
$646K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 68.67% |
$270K - $347K
|
4.24K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.71K+ 8.23% |
$267K - $343K
|
22.5K
$8.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
1.7K+ 0.51% |
$266K - $342K
|
337K
$125M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.67K+ 49.06% |
$261K - $336K
|
5.07K
$1.88M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 23.72% |
$257K - $330K
|
8.57K
$3.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.64K+ 21.84% |
$256K - $329K
|
9.13K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.63KNew |
$255K - $328K
|
1.63K
$606K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.62KNew |
$253K - $326K
|
1.62K
$601K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.62KNew |
$253K - $325K
|
1.62K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.61KNew |
$252K - $324K
|
1.61K
$598K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 69.77% |
$251K - $323K
|
3.9K
$1.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.6K+ 8.26% |
$250K - $322K
|
21K
$7.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.59KNew |
$249K - $320K
|
1.59K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.59K+ 3.38% |
$249K - $320K
|
48.7K
$18.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.59K+ 46.97% |
$248K - $319K
|
4.97K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.59K+ 1.52% |
$248K - $319K
|
106K
$39.4M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.58K+ 15.21% |
$247K - $317K
|
12K
$4.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
1.52KNew |
$238K - $306K
|
1.52K
$564K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.51KNew |
$236K - $304K
|
1.51K
$561K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
1.5KNew |
$234K - $302K
|
1.5K
$557K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
1.5KNew |
$234K - $301K
|
1.5K
$555K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.49K+ 19.69% |
$233K - $300K
|
9.07K
$3.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.47KNew |
$230K - $296K
|
1.47K
$546K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.45K+ 7.17% |
$226K - $291K
|
21.6K
$8.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.44KNew |
$225K - $289K
|
1.44K
$534K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$224K - $289K
|
1.44K
$533K
|
|
|
Aug 03, 2023
Q2 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.43K+ 3.33% |
$223K - $287K
|
44.2K
$16.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.43K+ 119.75% |
$223K - $287K
|
2.62K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.42KNew |
$222K - $285K
|
1.42K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.4KNew |
$218K - $281K
|
1.4K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.39K+ 5.82% |
$217K - $279K
|
25.2K
$9.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.37KNew |
$213K - $275K
|
1.37K
$507K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.36KNew |
$212K - $272K
|
1.36K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$211K - $271K
|
1.35K
$501K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.35K+ 48.96% |
$210K - $271K
|
4.1K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.34K+ 14.52% |
$210K - $270K
|
10.6K
$3.93M
|