Purchases and Sales Made in Q4 2023 in Eaton Corp PLC (ETN)
This table provides information about the institutional ownership of Eaton Corp PLC (ETN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
409+ 16.19% |
$79.3K - $98.5K
|
2.94K
$958K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
409+ 8.01% |
$79.3K - $98.5K
|
5.51K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
402+ 17.05% |
$78K - $96.8K
|
2.76K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
400+ 32.0% |
$77.6K - $96.3K
|
1.65K
$539K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
397+ 16.92% |
$77K - $95.6K
|
2.74K
$896K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
392+ 2.29% |
$76K - $94.4K
|
17.5K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
377+ 10.69% |
$73.1K - $90.8K
|
3.9K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
373New |
$72.4K - $89.8K
|
373
$122K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
369+ 3.36% |
$71.6K - $88.9K
|
11.3K
$3.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
366+ 9.29% |
$71K - $88.1K
|
4.31K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
364+ 5.4% |
$70.6K - $87.7K
|
7.11K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
363+ 0.78% |
$70.4K - $87.4K
|
47K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
360+ 200.0% |
$69.8K - $86.7K
|
540
$176K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
355+ 35.64% |
$68.9K - $85.5K
|
1.35K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
351+ 15.33% |
$68.1K - $84.5K
|
2.64K
$862K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
348+ 7.64% |
$67.5K - $83.8K
|
4.9K
$1.6M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
348New |
$67.5K - $83.8K
|
348
$114K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
347+ 9.76% |
$67.3K - $83.6K
|
3.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
345+ 18.0% |
$66.9K - $83.1K
|
2.26K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
339+ 8.91% |
$65.8K - $81.6K
|
4.14K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
333+ 4.5% |
$64.6K - $80.2K
|
7.73K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
330+ 1.08% |
$64K - $79.5K
|
31K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
327New |
$63.4K - $78.7K
|
327
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
326+ 4.29% |
$63.2K - $78.5K
|
7.93K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
321+ 0.12% |
$62.3K - $77.3K
|
259K
$84.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
321+ 7.54% |
$62.3K - $77.3K
|
4.58K
$1.49M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
314New |
$60.9K - $75.6K
|
314
$103K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
309+ 10.49% |
$59.9K - $74.4K
|
3.26K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
300New |
$58.2K - $72.2K
|
300
$97.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
299+ 5.51% |
$58K - $72K
|
5.73K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
298+ 4.17% |
$57.8K - $71.8K
|
7.44K
$2.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
289+ 3.08% |
$56.1K - $69.6K
|
9.68K
$3.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
289+ 3.59% |
$56.1K - $69.6K
|
8.34K
$2.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
284+ 6.75% |
$55.1K - $68.4K
|
4.49K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
284+ 27.31% |
$55.1K - $68.4K
|
1.32K
$432K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
278+ 2.27% |
$53.9K - $66.9K
|
12.5K
$4.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
277+ 5.09% |
$53.7K - $66.7K
|
5.72K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
276+ 1.41% |
$53.5K - $66.5K
|
19.8K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
276+ 21.6% |
$53.5K - $66.5K
|
1.55K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
275+ 2.14% |
$53.3K - $66.2K
|
13.1K
$4.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
274+ 1.85% |
$53.2K - $66K
|
15.1K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
274New |
$53.2K - $66K
|
274
$89.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
271+ 4.11% |
$52.6K - $65.3K
|
6.87K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
269+ 0.99% |
$52.2K - $64.8K
|
27.4K
$8.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
265+ 1.08% |
$51.4K - $63.8K
|
24.8K
$8.08M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
265+ 2.08% |
$51.4K - $63.8K
|
13K
$4.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
264+ 8.03% |
$51.2K - $63.6K
|
3.55K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
262+ 5.53% |
$50.8K - $63.1K
|
5K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
258+ 0.84% |
$50K - $62.1K
|
31K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lagoda Investment Management, L.P.
New York, NY |
BUY
|
- |
250+ 24.27% |
$48.5K - $60.2K
|
1.28K
$418K
|