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 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.05K+ 0.91% |
$203K - $252K
|
116K
$37.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.05KNew |
$203K - $252K
|
1.05K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04K+ 1.86% |
$202K - $251K
|
57.2K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.04KNew |
$202K - $250K
|
1.04K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.02K+ 8.79% |
$198K - $246K
|
12.6K
$4.12M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.02KNew |
$197K - $244K
|
1.02K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$197K - $244K
|
1.01K
$331K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 34.78% |
$195K - $242K
|
3.9K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.01K+ 1.52% |
$195K - $242K
|
67.2K
$22M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
1KNew |
$194K - $241K
|
1K
$326K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1K+ 6.54% |
$194K - $241K
|
16.3K
$5.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
999New |
$194K - $241K
|
999
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
989New |
$192K - $238K
|
989
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
988+ 3.71% |
$192K - $238K
|
27.6K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
985New |
$191K - $237K
|
985
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
980+ 11.74% |
$190K - $236K
|
9.33K
$3.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
977New |
$190K - $235K
|
977
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
975New |
$189K - $235K
|
975
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
974New |
$189K - $235K
|
974
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
967New |
$188K - $233K
|
967
$316K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
966New |
$187K - $233K
|
966
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
963New |
$187K - $232K
|
963
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
962New |
$187K - $232K
|
962
$314K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
952+ 9.66% |
$185K - $229K
|
10.8K
$3.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
945+ 9.59% |
$183K - $228K
|
10.8K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
945New |
$183K - $228K
|
945
$308K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
937New |
$182K - $226K
|
937
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
936New |
$182K - $225K
|
936
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
936+ 3.78% |
$182K - $225K
|
25.7K
$8.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
932New |
$181K - $224K
|
932
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
930New |
$180K - $224K
|
930
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
930New |
$180K - $224K
|
930
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
928New |
$180K - $223K
|
928
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
925+ 1.71% |
$179K - $223K
|
55.1K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
921New |
$179K - $222K
|
921
$301K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
920New |
$178K - $222K
|
920
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
909+ 1.18% |
$176K - $219K
|
78.1K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
906New |
$176K - $218K
|
906
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
905New |
$176K - $218K
|
905
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
904+ 17.01% |
$175K - $218K
|
6.22K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
903New |
$175K - $217K
|
903
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
902New |
$175K - $217K
|
902
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
902+ 2.55% |
$175K - $217K
|
36.3K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
897+ 0.71% |
$174K - $216K
|
126K
$41.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
894New |
$173K - $215K
|
894
$292K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
894New |
$173K - $215K
|
894
$292K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
891+ 3.73% |
$173K - $215K
|
24.8K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
889New |
$172K - $214K
|
889
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
888New |
$172K - $214K
|
888
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
878New |
$170K - $211K
|
878
$287K
|