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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
69+ 1.41% |
$4.19K - $4.96K
|
4.95K
$254K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65+ 590.91% |
$3.94K - $4.67K
|
76
$3.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
63New |
$3.82K - $4.53K
|
63
$3.23K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
59+ 40.69% |
$3.58K - $4.24K
|
204
$10.5K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50+ 65.79% |
$3.03K - $3.6K
|
126
$6.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
50+ 0.85% |
$3.03K - $3.6K
|
5.92K
$304K
|
|
|
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
$2.41K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
46+ 0.61% |
$2.79K - $3.31K
|
7.63K
$392K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
45+ 19.57% |
$2.73K - $3.24K
|
275
$14.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
42+ 1.16% |
$2.55K - $3.02K
|
3.67K
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
42+ 10.99% |
$2.55K - $3.02K
|
424
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
36New |
$2.18K - $2.59K
|
36
$1.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36+ 0.4% |
$2.18K - $2.59K
|
9.01K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 20.0% |
$2.06K - $2.44K
|
204
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
33+ 0.27% |
$2K - $2.37K
|
12.1K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
33+ 0.49% |
$2K - $2.37K
|
6.76K
$347K
|
|
|
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
$1.49K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 27.45% |
$1.7K - $2.01K
|
130
$6.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24New |
$1.46K - $1.73K
|
24
$1.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
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
$4.06K
|
|
|
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
$1.03K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
17+ 0.51% |
$1.03K - $1.22K
|
3.33K
$171K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 28.33% |
$1.03K - $1.22K
|
77
$3.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 7.34% |
$971 - $1.15K
|
234
$12K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 0.15% |
$850 - $1.01K
|
9.29K
$477K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
14+ 0.05% |
$850 - $1.01K
|
30.6K
$1.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
14+ 0.37% |
$850 - $1.01K
|
3.81K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
14+ 1.11% |
$850 - $1.01K
|
1.28K
$65.7K
|
|
|
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
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13+ 0.19% |
$789 - $935
|
6.85K
$351K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$728 - $863
|
12
$616
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 11.76% |
$728 - $863
|
114
$5.85K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
11+ 0.09% |
$668 - $791
|
12.8K
$657K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.47% |
$607 - $719
|
690
$35.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 4.57% |
$607 - $719
|
229
$11.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
9+ 0.18% |
$546 - $647
|
5.04K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9New |
$546 - $647
|
9
$462
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
8+ 0.26% |
$486 - $575
|
3.04K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.37% |
$486 - $575
|
345
$17.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 2.67% |
$486 - $575
|
308
$15.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
7New |
$425 - $503
|
7
$359
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$425 - $503
|
7
$359
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$364 - $431
|
6
$308
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.18% |
$364 - $431
|
3.33K
$171K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6New |
$364 - $431
|
6
$308
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
6+ 33.33% |
$364 - $431
|
24
$1.23K
|