Latest Institutional Purchases of Edwards Lifesciences Corp (EW)
This list provides information on the latest institutional transactions involving Edwards Lifesciences Corp (EW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
434+ 14.16% |
$35.3K - $40.9K
|
3.5K
$229K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
405+ 14.18% |
$33K - $38.2K
|
3.26K
$214K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
360New |
$29.3K - $34K
|
360
$23.6K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
245New |
$19.9K - $23.1K
|
245
$16K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
238+ 4.96% |
$19.4K - $22.5K
|
5.03K
$329K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
220+ 2.3% |
$17.9K - $20.8K
|
9.79K
$641K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
205+ 6.99% |
$16.7K - $19.3K
|
3.14K
$205K
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
BUY
|
- |
200+ 7.18% |
$16.3K - $18.9K
|
2.99K
$195K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
83+ 1.15% |
$6.76K - $7.83K
|
7.33K
$480K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
67New |
$5.45K - $6.32K
|
67
$4.39K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
65New |
$5.29K - $6.13K
|
65
$4.26K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
60New |
$4.88K - $5.66K
|
60
$3.93K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
57New |
$4.64K - $5.38K
|
57
$3.73K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
46New |
$3.74K - $4.34K
|
46
$3.01K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45New |
$3.66K - $4.24K
|
45
$2.95K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
31+ 0.57% |
$2.52K - $2.92K
|
5.48K
$359K
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
31+ 0.53% |
$2.52K - $2.92K
|
5.88K
$385K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29+ 4.83% |
$2.36K - $2.74K
|
629
$41.2K
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
23+ 0.58% |
$1.87K - $2.17K
|
3.96K
$259K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 0.81% |
$1.63K - $1.89K
|
2.48K
$163K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18New |
$1.47K - $1.7K
|
18
$1.18K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 200.0% |
$977 - $1.13K
|
18
$1.18K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 60.0% |
$488 - $566
|
16
$1.05K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18.2MNew |
$1.35B - $1.54B
|
18.2M
$1.19B
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
433KNew |
$32.1M - $36.6M
|
433K
$28.3M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
122KNew |
$9.05M - $10.3M
|
122K
$7.98M
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
43.5KNew |
$3.23M - $3.67M
|
43.5K
$2.85M
|
|
May 12, 2023
Q1 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
37K+ 21.17% |
$2.75M - $3.13M
|
212K
$13.9M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
14KNew |
$1.04M - $1.18M
|
14K
$918K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.9KNew |
$735K - $836K
|
9.9K
$648K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.43K+ 15.21% |
$478K - $544K
|
48.7K
$3.19M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6K+ 680.27% |
$446K - $507K
|
6.88K
$451K
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.22KNew |
$388K - $441K
|
5.22K
$342K
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
3.9KNew |
$290K - $330K
|
3.9K
$255K
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$235K - $268K
|
3.17K
$208K
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.04KNew |
$225K - $256K
|
3.04K
$199K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3KNew |
$223K - $254K
|
3K
$196K
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.8KNew |
$208K - $236K
|
2.8K
$183K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.67KNew |
$198K - $226K
|
2.67K
$175K
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.59KNew |
$192K - $219K
|
2.59K
$169K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.55K+ 45.65% |
$190K - $216K
|
8.14K
$533K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 83.5% |
$184K - $210K
|
5.45K
$357K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.46KNew |
$182K - $207K
|
2.46K
$161K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.36KNew |
$101K - $115K
|
1.36K
$88.8K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.18KNew |
$87.3K - $99.4K
|
1.18K
$77K
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
950+ 10.35% |
$70.5K - $80.3K
|
10.1K
$664K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
592+ 238.71% |
$44K - $50K
|
840
$55K
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
419+ 14.75% |
$31.1K - $35.4K
|
3.26K
$213K
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
247New |
$18.3K - $20.9K
|
247
$16.2K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
240New |
$17.8K - $20.3K
|
240
$15.7K
|