Latest Institutional Transactions on Enphase Energy, Inc. (ENPH)
This table provides information on the latest institutional transactions involving Enphase Energy, Inc. (ENPH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8- 0.06% |
$766 - $989
|
12.6K
$490K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
59New |
$5.65K - $7.3K
|
59
$2.29K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
6.51KNew |
$623K - $805K
|
6.51K
$252K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.86KNew |
$178K - $230K
|
1.86K
$72K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$192 - $247
|
2
$77.5
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-127- 86.99% |
$12.2K - $15.7K
|
19
$736
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.5K- 41.47% |
$1.19M - $1.54M
|
17.6K
$682K
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-25- 0.57% |
$2.39K - $3.09K
|
4.37K
$169K
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-205- 0.88% |
$19.6K - $25.3K
|
23K
$890K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-979- 31.62% |
$93.8K - $121K
|
2.12K
$82K
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.1K- 2.05% |
$105K - $136K
|
52.6K
$2.04M
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
989New |
$94.7K - $122K
|
989
$38.3K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-20- 7.41% |
$1.92K - $2.47K
|
250
$9.69K
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.01K- 1.52% |
$384K - $496K
|
260K
$10.1M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2New |
$192 - $247
|
2
$77.5
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
835+ 12.85% |
$80K - $103K
|
7.33K
$284K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34+ 1.17% |
$3.26K - $4.2K
|
2.95K
$114K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
38+ 172.73% |
$3.64K - $4.7K
|
60
$2.32K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2New |
$192 - $247
|
2
$77.5
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-5- 0.13% |
$479 - $618
|
3.76K
$146K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 44.44% |
$766 - $989
|
26
$1.01K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-805- 28.75% |
$77.1K - $99.5K
|
2K
$77.3K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
105+ 1.19% |
$10.1K - $13K
|
8.9K
$345K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25New |
$2.39K - $3.09K
|
25
$969
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 146.15% |
$1.82K - $2.35K
|
32
$1.24K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 67.82% |
$1.24M - $1.6M
|
6.13K
$237K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-112- 5.26% |
$10.7K - $13.8K
|
2.02K
$78.1K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.5KNew |
$5.41M - $6.99M
|
56.5K
$2.19M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.05K- 29.01% |
$101K - $130K
|
2.57K
$99.7K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$206K - $266K
|
2.15K
$83.3K
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
2K+ 66.67% |
$192K - $247K
|
5K
$194K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-2.03K- 31.93% |
$195K - $252K
|
4.34K
$168K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.71K+ 3.94% |
$355K - $459K
|
98K
$3.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-819- 6.65% |
$78.4K - $101K
|
11.5K
$446K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
46New |
$4.41K - $5.69K
|
46
$1.78K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-75- 6.67% |
$7.18K - $9.27K
|
1.05K
$40.7K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-13.7K- 42.59% |
$1.31M - $1.69M
|
18.4K
$713K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
32+ 0.9% |
$3.06K - $3.96K
|
3.58K
$139K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.11K- 3.54% |
$106K - $137K
|
30.2K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$28.7K - $37.1K
|
300
$11.6K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18- 0.68% |
$1.72K - $2.23K
|
2.61K
$101K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.53KNew |
$242K - $313K
|
2.53K
$97.9K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-309- 9.34% |
$29.6K - $38.2K
|
3K
$116K
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.03K- 27.57% |
$98.2K - $127K
|
2.69K
$104K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-55- 0.32% |
$5.27K - $6.8K
|
17.2K
$667K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-4- 3.36% |
$383 - $495
|
115
$4.46K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-231- 3.52% |
$22.1K - $28.6K
|
6.33K
$245K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1K+ 500.0% |
$95.8K - $124K
|
1.2K
$46.5K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
$575 - $742
|
6
$232
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-50- 0.33% |
$4.79K - $6.18K
|
15K
$581K
|