Purchases and Sales Made in Q4 2023 in Edison International (EIX)
This table provides information about the institutional ownership of Edison International (EIX) during Q4 2023. The information is specifically focused on institutions that hold shares of EDISON INTERNATIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 65.79% |
$3.03K - $3.6K
|
126
$6.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
48New |
$2.91K - $3.45K
|
48
$2.46K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
47New |
$2.85K - $3.38K
|
47
$2.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
46+ 0.61% |
$2.79K - $3.31K
|
7.63K
$390K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 19.57% |
$2.73K - $3.24K
|
275
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
42+ 10.99% |
$2.55K - $3.02K
|
424
$21.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
42+ 1.16% |
$2.55K - $3.02K
|
3.67K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
36New |
$2.18K - $2.59K
|
36
$1.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36+ 0.4% |
$2.18K - $2.59K
|
9.01K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 20.0% |
$2.06K - $2.44K
|
204
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
33+ 0.49% |
$2K - $2.37K
|
6.76K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.27% |
$2K - $2.37K
|
12.1K
$621K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
32+ 1.5% |
$1.94K - $2.3K
|
2.16K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
29New |
$1.76K - $2.09K
|
29
$1.48K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 27.45% |
$1.7K - $2.01K
|
130
$6.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
24New |
$1.46K - $1.73K
|
24
$1.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24New |
$1.46K - $1.73K
|
24
$1.23K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 41.07% |
$1.4K - $1.65K
|
79
$4.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
22New |
$1.34K - $1.58K
|
22
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20New |
$1.21K - $1.44K
|
20
$1.02K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 28.33% |
$1.03K - $1.22K
|
77
$3.94K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
17+ 0.51% |
$1.03K - $1.22K
|
3.33K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 7.34% |
$971 - $1.15K
|
234
$12K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
14+ 1.11% |
$850 - $1.01K
|
1.28K
$65.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
14+ 0.37% |
$850 - $1.01K
|
3.81K
$195K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.15% |
$850 - $1.01K
|
9.29K
$475K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
14+ 0.05% |
$850 - $1.01K
|
30.6K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.19% |
$789 - $935
|
6.85K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13+ 46.43% |
$789 - $935
|
41
$2.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 11.76% |
$728 - $863
|
114
$5.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$728 - $863
|
12
$614
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.09% |
$668 - $791
|
12.8K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.47% |
$607 - $719
|
690
$35.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 4.57% |
$607 - $719
|
229
$11.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$546 - $647
|
5.04K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9New |
$546 - $647
|
9
$460
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.26% |
$486 - $575
|
3.04K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 2.67% |
$486 - $575
|
308
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.37% |
$486 - $575
|
345
$17.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7New |
$425 - $503
|
7
$358
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$425 - $503
|
7
$358
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 33.33% |
$364 - $431
|
24
$1.23K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$364 - $431
|
6
$307
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$364 - $431
|
6
$307
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.18% |
$364 - $431
|
3.33K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
5New |
$303 - $360
|
5
$256
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$303 - $360
|
5
$256
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.12% |
$303 - $360
|
4.1K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$303 - $360
|
5
$256
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5+ 2.84% |
$303 - $360
|
181
$9.26K
|