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 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.07KNew |
$168K - $216K
|
1.07K
$399K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.07KNew |
$167K - $215K
|
1.07K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.06K+ 13.34% |
$166K - $213K
|
9K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.06KNew |
$165K - $213K
|
1.06K
$393K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.05KNew |
$165K - $212K
|
1.05K
$391K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.05KNew |
$164K - $211K
|
1.05K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.05KNew |
$164K - $211K
|
1.05K
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.04K+ 7.34% |
$163K - $209K
|
15.2K
$5.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.04KNew |
$163K - $209K
|
1.04K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1.04KNew |
$162K - $209K
|
1.04K
$386K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.04KNew |
$162K - $209K
|
1.04K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.03K+ 2.18% |
$161K - $208K
|
48.5K
$18M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.03KNew |
$161K - $208K
|
1.03K
$383K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.03KNew |
$161K - $207K
|
1.03K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$161K - $207K
|
1.03K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.03KNew |
$161K - $207K
|
1.03K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.03KNew |
$161K - $207K
|
1.03K
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.02KNew |
$160K - $206K
|
1.02K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.02KNew |
$160K - $205K
|
1.02K
$379K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.02KNew |
$159K - $205K
|
1.02K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.02K+ 14.11% |
$159K - $204K
|
8.22K
$3.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.01K+ 10.72% |
$158K - $203K
|
10.4K
$3.87M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$157K - $202K
|
1K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1KNew |
$157K - $202K
|
1K
$372K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1KNew |
$156K - $201K
|
1K
$371K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1K+ 5.45% |
$156K - $201K
|
19.4K
$7.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1KNew |
$156K - $201K
|
1K
$371K
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1KNew |
$156K - $201K
|
1K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1KNew |
$156K - $201K
|
1K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
1K+ 50.0% |
$156K - $201K
|
3K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$156K - $201K
|
1K
$371K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
995New |
$155K - $200K
|
995
$369K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
992+ 10.37% |
$155K - $199K
|
10.6K
$3.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
991+ 11.36% |
$155K - $199K
|
9.71K
$3.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
986+ 30.32% |
$154K - $198K
|
4.24K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
986+ 55.21% |
$154K - $198K
|
2.77K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
982+ 6.07% |
$153K - $197K
|
17.2K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
964+ 21.19% |
$151K - $194K
|
5.51K
$2.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
954+ 0.61% |
$149K - $192K
|
156K
$58M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
917+ 23.52% |
$143K - $184K
|
4.82K
$1.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
890+ 54.97% |
$139K - $179K
|
2.51K
$931K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
871+ 21775.0% |
$136K - $175K
|
875
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
825+ 0.42% |
$129K - $166K
|
199K
$73.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
813+ 40.63% |
$127K - $163K
|
2.81K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
808+ 245.59% |
$126K - $162K
|
1.14K
$422K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
792+ 12.24% |
$124K - $159K
|
7.26K
$2.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
747+ 1.12% |
$117K - $150K
|
67.6K
$25.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
747+ 14.7% |
$117K - $150K
|
5.83K
$2.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
745+ 27.73% |
$116K - $150K
|
3.43K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
737+ 34.25% |
$115K - $148K
|
2.89K
$1.07M
|