Purchases and Sales Made in Q4 2023 in Trane Technologies PLC (TT)
This table provides information about the institutional ownership of Trane Technologies PLC (TT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.53% |
$553 - $732
|
572
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$553 - $732
|
667
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 2.29% |
$553 - $732
|
134
$46.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.66% |
$553 - $732
|
184
$63.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3+ 0.24% |
$553 - $732
|
1.23K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$369 - $488
|
2
$692
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2New |
$369 - $488
|
2
$692
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2+ 0.08% |
$369 - $488
|
2.54K
$879K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.1% |
$369 - $488
|
1.97K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2+ 0.04% |
$369 - $488
|
4.55K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.83% |
$369 - $488
|
244
$84.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.09% |
$369 - $488
|
2.33K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$184 - $244
|
3.01K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1+ 0.06% |
$184 - $244
|
1.68K
$583K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$184 - $244
|
1
$346
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 6.25% |
$184 - $244
|
17
$5.89K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.38% |
$184 - $244
|
261
$90.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$184 - $244
|
87
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1- 0.04% |
$184 - $244
|
2.26K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1- 0.02% |
$184 - $244
|
4.4K
$1.52M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.44% |
$184 - $244
|
40
$13.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2- 0.1% |
$369 - $488
|
2.04K
$706K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.62% |
$369 - $488
|
322
$111K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 9.38% |
$553 - $732
|
29
$10K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 3.23% |
$553 - $732
|
90
$31.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-4- 66.67% |
$738 - $976
|
2
$692
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 0.69% |
$738 - $976
|
576
$199K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 12.12% |
$738 - $976
|
29
$10K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 12.12% |
$738 - $976
|
29
$10K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-4- 0.33% |
$738 - $976
|
1.21K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 1.22% |
$738 - $976
|
323
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5- 0.14% |
$922 - $1.22K
|
3.67K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-6- 24.0% |
$1.11K - $1.46K
|
19
$6.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6- 0.45% |
$1.11K - $1.46K
|
1.33K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7- 0.68% |
$1.29K - $1.71K
|
1.02K
$352K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-9- 0.41% |
$1.66K - $2.2K
|
2.2K
$763K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-9- 0.71% |
$1.66K - $2.2K
|
1.27K
$438K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-10- 0.16% |
$1.84K - $2.44K
|
6.19K
$2.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10- 0.52% |
$1.84K - $2.44K
|
1.91K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-11- 0.09% |
$2.03K - $2.68K
|
12K
$4.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-11- 0.84% |
$2.03K - $2.68K
|
1.3K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-12- 15.58% |
$2.21K - $2.93K
|
65
$22.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 0.79% |
$2.21K - $2.93K
|
1.51K
$524K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13- 0.59% |
$2.4K - $3.17K
|
2.18K
$755K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 20.97% |
$2.4K - $3.17K
|
49
$17K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 20.97% |
$2.4K - $3.17K
|
49
$17K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-14- 0.34% |
$2.58K - $3.42K
|
4.13K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-15- 0.53% |
$2.77K - $3.66K
|
2.79K
$967K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-18- 1.04% |
$3.32K - $4.39K
|
1.72K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-18- 11.04% |
$3.32K - $4.39K
|
145
$50.2K
|