Purchases and Sales Made in Q1 2023 in Trane Technologies PLC (TT)
This table provides information about the institutional ownership of Trane Technologies PLC (TT) during Q1 2023. The information is specifically focused on institutions that hold shares of Trane Technologies plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
132+ 4.43% |
$22.1K - $25.6K
|
3.11K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
127+ 3.33% |
$21.2K - $24.7K
|
3.95K
$1.41M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
125+ 0.56% |
$20.9K - $24.3K
|
22.4K
$7.98M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
122+ 2.27% |
$20.4K - $23.7K
|
5.49K
$1.96M
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
121+ 0.12% |
$20.2K - $23.5K
|
102K
$36.5M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
120New |
$20K - $23.3K
|
120
$42.7K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
108+ 1.44% |
$18K - $21K
|
7.59K
$2.7M
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
106+ 7.43% |
$17.7K - $20.6K
|
1.53K
$546K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
102+ 3.07% |
$17K - $19.8K
|
3.43K
$1.22M
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
100New |
$16.7K - $19.4K
|
100
$35.6K
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
100+ 5.38% |
$16.7K - $19.4K
|
1.96K
$698K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
98+ 3.11% |
$16.4K - $19K
|
3.25K
$1.16M
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
97+ 1.37% |
$16.2K - $18.8K
|
7.18K
$2.56M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92+ 0.73% |
$15.4K - $17.9K
|
12.7K
$4.51M
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
92+ 5.84% |
$15.4K - $17.9K
|
1.67K
$593K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
89+ 23.86% |
$14.9K - $17.3K
|
462
$165K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
87+ 1.71% |
$14.5K - $16.9K
|
5.18K
$1.84M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
86+ 0.97% |
$14.4K - $16.7K
|
8.92K
$3.18M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
83+ 4.16% |
$13.9K - $16.1K
|
2.08K
$740K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 4.25% |
$13K - $15.1K
|
1.91K
$682K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
72New |
$12K - $14K
|
72
$25.6K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
72New |
$12K - $14K
|
72
$25.6K
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
70+ 2.39% |
$11.7K - $13.6K
|
3K
$1.07M
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
65+ 2.71% |
$10.9K - $12.6K
|
2.47K
$879K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
64+ 19.75% |
$10.7K - $12.4K
|
388
$138K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
59+ 3.86% |
$9.86K - $11.5K
|
1.59K
$565K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
58New |
$9.69K - $11.3K
|
58
$20.7K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
57+ 12.47% |
$9.52K - $11.1K
|
514
$183K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
50+ 3.06% |
$8.35K - $9.71K
|
1.68K
$599K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50New |
$8.35K - $9.71K
|
50
$17.8K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50+ 100.0% |
$8.35K - $9.71K
|
100
$35.6K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
49+ 1.77% |
$8.19K - $9.51K
|
2.83K
$1.01M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
46+ 2.68% |
$7.68K - $8.93K
|
1.76K
$628K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
44+ 628.57% |
$7.35K - $8.54K
|
51
$18.2K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43+ 0.45% |
$7.18K - $8.35K
|
9.55K
$3.4M
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
43+ 0.74% |
$7.18K - $8.35K
|
5.86K
$2.09M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
37New |
$6.18K - $7.18K
|
37
$13.2K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
36+ 0.24% |
$6.01K - $6.99K
|
15.3K
$5.46M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 0.79% |
$6.01K - $6.99K
|
4.57K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
35+ 0.8% |
$5.85K - $6.79K
|
4.4K
$1.57M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35+ 2.47% |
$5.85K - $6.79K
|
1.45K
$517K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33+ 1.74% |
$5.51K - $6.41K
|
1.93K
$686K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 6.33% |
$5.18K - $6.02K
|
521
$186K
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
28+ 0.94% |
$4.68K - $5.44K
|
3K
$1.07M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27+ 1.3% |
$4.51K - $5.24K
|
2.11K
$750K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26New |
$4.34K - $5.05K
|
26
$9.26K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 0.16% |
$4.18K - $4.85K
|
15.6K
$5.56M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
25+ 1.67% |
$4.18K - $4.85K
|
1.52K
$541K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24+ 0.09% |
$4.01K - $4.66K
|
26K
$9.26M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24New |
$4.01K - $4.66K
|
24
$8.55K
|