Purchases and Sales Made in Q4 2023 in Edwards Lifesciences Corp (EW)
This table provides information about the institutional ownership of Edwards Lifesciences Corp (EW) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
154+ 4.52% |
$9.5K - $12K
|
3.56K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
144+ 22.97% |
$8.89K - $11.2K
|
771
$50.5K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
135+ 10.34% |
$8.33K - $10.5K
|
1.44K
$94.4K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
134+ 0.8% |
$8.27K - $10.4K
|
17K
$1.11M
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
128+ 0.5% |
$7.9K - $9.95K
|
25.5K
$1.67M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125+ 2.1% |
$7.71K - $9.72K
|
6.08K
$398K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
120+ 100.0% |
$7.41K - $9.33K
|
240
$15.7K
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
120+ 200.0% |
$7.41K - $9.33K
|
180
$11.8K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
119New |
$7.34K - $9.25K
|
119
$7.79K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
114+ 0.42% |
$7.03K - $8.86K
|
27K
$1.77M
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
112+ 1.18% |
$6.91K - $8.71K
|
9.62K
$630K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
108+ 2.78% |
$6.66K - $8.4K
|
3.99K
$261K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
104+ 6.68% |
$6.42K - $8.09K
|
1.66K
$109K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
100+ 1.2% |
$6.17K - $7.78K
|
8.41K
$551K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 11.64% |
$6.17K - $7.78K
|
959
$62.8K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 1.38% |
$6.17K - $7.78K
|
7.35K
$481K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
100New |
$6.17K - $7.78K
|
100
$6.55K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
100+ 0.87% |
$6.17K - $7.78K
|
11.7K
$763K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
96+ 1.94% |
$5.92K - $7.46K
|
5.05K
$331K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
91+ 3.09% |
$5.62K - $7.08K
|
3.04K
$199K
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
91+ 4550.0% |
$5.62K - $7.08K
|
93
$6.09K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
89+ 13.44% |
$5.49K - $6.92K
|
751
$49.2K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
83+ 1.36% |
$5.12K - $6.45K
|
6.18K
$404K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$5.06K - $6.38K
|
82
$5.37K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
79+ 1.73% |
$4.88K - $6.14K
|
4.64K
$304K
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
75+ 0.1% |
$4.63K - $5.83K
|
73.9K
$4.84M
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
73+ 0.91% |
$4.5K - $5.68K
|
8.1K
$530K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
72+ 2.3% |
$4.44K - $5.6K
|
3.2K
$210K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 15.57% |
$4.38K - $5.52K
|
527
$34.5K
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
69+ 62.16% |
$4.26K - $5.37K
|
180
$11.8K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
64+ 1.74% |
$3.95K - $4.98K
|
3.74K
$245K
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
64+ 7.62% |
$3.95K - $4.98K
|
904
$59.2K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
60New |
$3.7K - $4.67K
|
60
$3.93K
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 1.35% |
$3.64K - $4.59K
|
4.42K
$289K
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
56+ 1.03% |
$3.46K - $4.35K
|
5.47K
$358K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
54New |
$3.33K - $4.2K
|
54
$3.54K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
53+ 17.49% |
$3.27K - $4.12K
|
356
$23.3K
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
53+ 1.54% |
$3.27K - $4.12K
|
3.5K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
53New |
$3.27K - $4.12K
|
53
$3.47K
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
48+ 0.44% |
$2.96K - $3.73K
|
10.9K
$715K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46+ 0.7% |
$2.84K - $3.58K
|
6.62K
$433K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$2.78K - $3.5K
|
45
$2.95K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
44New |
$2.72K - $3.42K
|
44
$2.88K
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
39+ 0.24% |
$2.41K - $3.03K
|
16.1K
$1.06M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39New |
$2.41K - $3.03K
|
39
$2.55K
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
37+ 0.35% |
$2.28K - $2.88K
|
10.7K
$702K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
37+ 0.44% |
$2.28K - $2.88K
|
8.52K
$558K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
37New |
$2.28K - $2.88K
|
37
$2.42K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
37+ 3.22% |
$2.28K - $2.88K
|
1.19K
$77.7K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
37+ 11.08% |
$2.28K - $2.88K
|
371
$24.3K
|