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 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-843- 7.17% |
$164K - $203K
|
10.9K
$3.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-853- 3.91% |
$165K - $205K
|
21K
$6.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-856- 4.35% |
$166K - $206K
|
18.8K
$5.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-862- 2.53% |
$167K - $208K
|
33.2K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-872- 0.89% |
$169K - $210K
|
96.9K
$30.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-873- 0.85% |
$169K - $210K
|
102K
$32M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-878- 49.52% |
$170K - $211K
|
895
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-894- 0.61% |
$173K - $215K
|
145K
$45.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-920- 4.77% |
$178K - $222K
|
18.4K
$5.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-965- 1.94% |
$187K - $232K
|
48.9K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-983- 1.58% |
$191K - $237K
|
61.4K
$19.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-998- 5.83% |
$194K - $240K
|
16.1K
$5.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1K- 2.49% |
$194K - $241K
|
39.1K
$12.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.01K- 0.5% |
$195K - $242K
|
200K
$62.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 3.87% |
$195K - $242K
|
25K
$7.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 7.85% |
$199K - $247K
|
12K
$3.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 11.07% |
$206K - $256K
|
8.54K
$2.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.07K- 1.29% |
$208K - $258K
|
81.9K
$25.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 76.65% |
$210K - $261K
|
330
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.08K- 0.75% |
$210K - $261K
|
144K
$45.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.1K- 11.76% |
$213K - $264K
|
8.23K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.1K- 49.22% |
$213K - $265K
|
1.14K
$355K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.11K- 2.66% |
$214K - $266K
|
40.4K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 2.66% |
$214K - $266K
|
40.4K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.17K- 2.21% |
$227K - $282K
|
51.8K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.18K- 15.97% |
$228K - $283K
|
6.19K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.2K- 14.86% |
$233K - $289K
|
6.87K
$2.15M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.22K- 3.55% |
$236K - $294K
|
33.1K
$10.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.25K- 20.18% |
$242K - $301K
|
4.94K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.27K- 3.38% |
$245K - $305K
|
36.1K
$11.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.28K- 50.04% |
$248K - $308K
|
1.28K
$399K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.28K- 90.59% |
$248K - $308K
|
133
$41.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-1.3K- 3.37% |
$253K - $314K
|
37.4K
$11.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-1.34K- 4.73% |
$259K - $321K
|
26.9K
$8.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.34K- 61.48% |
$261K - $324K
|
842
$264K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.35K- 0.6% |
$261K - $324K
|
225K
$70.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 2.03% |
$265K - $329K
|
66K
$20.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.37K- 3.29% |
$266K - $330K
|
40.3K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-1.4K- 13.94% |
$272K - $338K
|
8.67K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.41K- 1.03% |
$273K - $339K
|
135K
$42.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.41K- 12.4% |
$273K - $339K
|
9.96K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 23.37% |
$274K - $340K
|
4.63K
$1.45M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.44K- 4.41% |
$279K - $346K
|
31.1K
$9.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.46K- 6.63% |
$284K - $353K
|
20.6K
$6.45M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.49K- 13.09% |
$288K - $358K
|
9.86K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.5K- 0.71% |
$290K - $360K
|
210K
$65.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.56K- 0.73% |
$303K - $376K
|
212K
$66.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.56K- 8.63% |
$303K - $376K
|
16.5K
$5.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-1.61K- 1.18% |
$311K - $387K
|
135K
$42.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.62K- 28.31% |
$313K - $389K
|
4.09K
$1.28M
|