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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
167+ 1.84% |
$32.4K - $40.2K
|
9.23K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
166+ 0.76% |
$32.2K - $40K
|
22.1K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
166+ 1.72% |
$32.2K - $40K
|
9.83K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
162+ 83.94% |
$31.4K - $39K
|
355
$111K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
159+ 1.77% |
$30.8K - $38.3K
|
9.12K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
157+ 0.59% |
$30.5K - $37.8K
|
26.6K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
157+ 3.9% |
$30.5K - $37.8K
|
4.18K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
156+ 2.26% |
$30.3K - $37.6K
|
7.05K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
155+ 2.4% |
$30.1K - $37.3K
|
6.63K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
155+ 13.19% |
$30.1K - $37.3K
|
1.33K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
155+ 0.36% |
$30.1K - $37.3K
|
43.2K
$13.5M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
155New |
$30.1K - $37.3K
|
155
$48.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
153+ 1.64% |
$29.7K - $36.8K
|
9.48K
$2.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
152+ 9.9% |
$29.5K - $36.6K
|
1.69K
$528K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
146+ 5.53% |
$28.3K - $35.2K
|
2.79K
$872K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
146+ 2.02% |
$28.3K - $35.2K
|
7.39K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
145New |
$28.1K - $34.9K
|
145
$45.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
145+ 11.9% |
$28.1K - $34.9K
|
1.36K
$427K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
144New |
$27.9K - $34.7K
|
144
$45.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
144+ 2.7% |
$27.9K - $34.7K
|
5.47K
$1.71M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 0.52% |
$27.7K - $34.4K
|
27.5K
$8.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
141+ 1.18% |
$27.4K - $34K
|
12K
$3.77M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
141+ 5.9% |
$27.4K - $34K
|
2.53K
$792K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
140+ 6.58% |
$27.2K - $33.7K
|
2.27K
$710K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
139+ 3.82% |
$27K - $33.5K
|
3.78K
$1.18M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
139+ 31.88% |
$27K - $33.5K
|
575
$180K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
137+ 3.56% |
$26.6K - $33K
|
3.98K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
135+ 11.4% |
$26.2K - $32.5K
|
1.32K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
132+ 3.74% |
$25.6K - $31.8K
|
3.66K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
131+ 189.86% |
$25.4K - $31.5K
|
200
$62.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
129+ 7.72% |
$25K - $31.1K
|
1.8K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
129+ 34.04% |
$25K - $31.1K
|
508
$159K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
127+ 42.19% |
$24.6K - $30.6K
|
428
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
122New |
$23.7K - $29.4K
|
122
$38.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
119+ 2.41% |
$23.1K - $28.7K
|
5.06K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
118New |
$22.9K - $28.4K
|
118
$36.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
115+ 3.86% |
$22.3K - $27.7K
|
3.09K
$968K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
115+ 6.01% |
$22.3K - $27.7K
|
2.03K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
114+ 7.21% |
$22.1K - $27.5K
|
1.7K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
113+ 7.86% |
$21.9K - $27.2K
|
1.55K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
113+ 4.69% |
$21.9K - $27.2K
|
2.52K
$790K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
112+ 4.01% |
$21.7K - $27K
|
2.91K
$910K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
109New |
$21.1K - $26.2K
|
109
$34.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
108+ 5.5% |
$21K - $26K
|
2.07K
$649K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
108+ 2.6% |
$21K - $26K
|
4.26K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
106+ 3.38% |
$20.6K - $25.5K
|
3.24K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
105New |
$20.4K - $25.3K
|
105
$32.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 7.22% |
$20.2K - $25K
|
1.54K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
103+ 0.63% |
$20K - $24.8K
|
16.4K
$5.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 1.63% |
$19.4K - $24.1K
|
6.25K
$1.95M
|