Purchases and Sales Made in Q2 2023 in Edwards Lifesciences Corp (EW)
This table provides information about the institutional ownership of Edwards Lifesciences Corp (EW) during Q2 2023. The information is specifically focused on institutions that hold shares of Edwards Lifesciences Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44+ 10.73% |
$3.58K - $4.15K
|
454
$29.7K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
42+ 1.48% |
$3.42K - $3.96K
|
2.89K
$189K
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
42+ 1.0% |
$3.42K - $3.96K
|
4.25K
$278K
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
41+ 0.25% |
$3.34K - $3.87K
|
16.2K
$1.06M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 42.11% |
$3.26K - $3.77K
|
135
$8.84K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 176.19% |
$3.01K - $3.49K
|
58
$3.8K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
36+ 24.0% |
$2.93K - $3.4K
|
186
$12.2K
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
35+ 1.16% |
$2.85K - $3.3K
|
3.06K
$201K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 0.34% |
$2.85K - $3.3K
|
10.5K
$686K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
35+ 0.63% |
$2.85K - $3.3K
|
5.6K
$366K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
34+ 10.4% |
$2.77K - $3.21K
|
361
$23.6K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
33+ 7.33% |
$2.69K - $3.11K
|
483
$31.6K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
32+ 4.58% |
$2.61K - $3.02K
|
730
$47.8K
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
32+ 0.39% |
$2.61K - $3.02K
|
8.16K
$534K
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
31+ 0.53% |
$2.52K - $2.92K
|
5.88K
$385K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
31+ 0.57% |
$2.52K - $2.92K
|
5.48K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30+ 0.71% |
$2.44K - $2.83K
|
4.27K
$280K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29+ 4.83% |
$2.36K - $2.74K
|
629
$41.2K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 1.83% |
$2.28K - $2.64K
|
1.55K
$102K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 1.83% |
$2.28K - $2.64K
|
1.55K
$102K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 2.36% |
$2.2K - $2.55K
|
1.17K
$76.6K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 4.35% |
$2.12K - $2.45K
|
624
$40.9K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26New |
$2.12K - $2.45K
|
26
$1.7K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
25+ 0.69% |
$2.04K - $2.36K
|
3.63K
$238K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
24+ 75.0% |
$1.95K - $2.26K
|
56
$3.67K
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
24+ 9.92% |
$1.95K - $2.26K
|
266
$17.4K
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
23+ 0.58% |
$1.87K - $2.17K
|
3.96K
$259K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22+ 0.52% |
$1.79K - $2.08K
|
4.27K
$279K
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
22New |
$1.79K - $2.08K
|
22
$1.44K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20+ 0.82% |
$1.63K - $1.89K
|
2.47K
$162K
|
|
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
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 37.78% |
$1.38K - $1.6K
|
62
$4.06K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
14+ 0.04% |
$1.14K - $1.32K
|
38.5K
$2.52M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13+ 0.53% |
$1.06K - $1.23K
|
2.48K
$162K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13New |
$1.06K - $1.23K
|
13
$851
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 200.0% |
$977 - $1.13K
|
18
$1.18K
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12+ 0.28% |
$977 - $1.13K
|
4.24K
$278K
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
12+ 0.22% |
$977 - $1.13K
|
5.43K
$355K
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11+ 0.0% |
$896 - $1.04K
|
226K
$14.8M
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
11+ 3.12% |
$896 - $1.04K
|
364
$23.8K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
11+ 11.7% |
$896 - $1.04K
|
105
$6.88K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11+ 13.25% |
$896 - $1.04K
|
94
$6.16K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.43% |
$896 - $1.04K
|
2.57K
$168K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 16.67% |
$814 - $943
|
70
$4.58K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 30.0% |
$733 - $849
|
39
$2.55K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.37% |
$651 - $755
|
2.2K
$144K
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7+ 0.28% |
$570 - $660
|
2.5K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 4.52% |
$570 - $660
|
162
$10.6K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 60.0% |
$488 - $566
|
16
$1.05K
|